Don't count on this AI chip stock becoming the next Nvidia.You probably won't be shocked to learn that Wall Street is bullish about Nvidia (NVDA +3.80%). Of the 64 analysts surveyed by S&P Global (SPGI +1.16%) in December who cover Nvidia, 60 rated the stock as a "buy" or "strong buy."Surging demand for the company's chips has driven Nvidia's share price up by around 30% this year. The consensus 12-month price target for the stock reflects a potential upside of 44% – an impressive gain. However, another art ...

Wall Street analysts estimate GXO will generate $341 million in free cash flow ( FCF ) next year, putting the company on a forward price-to-FCF multiple of 17.7 times FCF. Assuming a multiple of 20 times for a mature industrial company (a conservative assumption, as GXO clearly has good long-term growth prospects), the consensus target of almost $65 (implying 23.6% upside) looks realistic.The changing dynamics of organic revenue growth are clearly demonstrated in the table. However, the company appears to b ...

Deep-pocketed investors have adopted a bullish approach towards ON Semiconductor (NASDAQ:ON), and it's something market players shouldn't ignore. Our tracking of public options records at Benzinga unveiled this significant move today. The identity of these investors remains unknown, but such a substantial move in ON usually suggests something big is about to happen.We gleaned this information from our observations today when Benzinga's options scanner highlighted 11 extraordinary options activities for ON S ...

算笔账 一批十万的呆料压在库存 每月仓储费➕资金成本至少5k 有料单不知道怎么推广？ 芯片超人已经 累计服务2.2万用户 ，打折清库存，最快半天完成交易！ 找不到，卖不掉，价格还想再好 点 ，都可以来找我们！ 优势呆料，特价出售 | 品牌 | 型号 | 年份 | 数量 | | --- | --- | --- | --- | | NEXPERIA | BUK9K17-60EX | 22+ | 100-200k | | NEXPERIA | 74AHC1G32GV-Q100 | 22+ | 100K | | NEXPERIA | BUK765R0-100E | 21+ | 120K | | NEXPERIA | BZT52H-C6V8 | 18+, 22+ | 240K | | NEXPERIA | BUK9226-75A | 21+ | 30K | | TI | ISO1500DBQR | 待确认 | 30000 | | ON | SBAV199LT1G | 2428 | 3000 | | 东芝 | TD62003AFG | 23+ | 80000 | | ESMT(晶豪) | M15T1G1664A | 20 ...

人民财讯12月19日电，12月19日，安森美与格罗方德达成全新合作协议，共同研发并制造下一代氮化镓 功率器件，合作将从650V器件开始。据介绍，安森美该系列产品将结合格罗方德200毫米增强型硅基氮 化镓工艺，以及自身行业领先的硅基驱动器、控制器和强化散热封装技术，为AI数据中心、汽车、工 业、航空航天等应用场景，提供更小、更高能效的优化系统解决方案。 ...

费城半导体指数日内大涨超3%，美光科技涨超15%，超威半导体涨超3%，安森美半导体涨超2%。 (本文来自第一财经) 来源：第一财经 ...

核心观点 - onsemi与GlobalFoundries达成合作，共同开发并制造基于200mm eMode硅基氮化镓工艺的下一代650V氮化镓功率器件，旨在扩大其在智能功率半导体领域的领导地位，以满足人工智能数据中心、电动汽车、可再生能源、工业及航空航天与国防等关键市场日益增长的电力需求 [1][3] 合作与产品开发 - 合作结合了GlobalFoundries先进的200mm eMode硅基氮化镓工艺与onsemi行业领先的硅驱动器、控制器及热增强封装技术，旨在提供更小、更高效的功率系统 [1][3] - 合作将加速onsemi高性能氮化镓器件及集成电源模块的路线图，扩展其高压产品组合 [3] - 首批650V功率器件样品计划于2026年上半年开始向客户提供，并将迅速扩大至量产规模 [4] 技术与产品优势 - 新开发的氮化镓器件将提供更高的功率密度和效率 [6] - 氮化镓技术优势包括：更高频率运行以减少元件数量、系统尺寸和成本并提升效率与热性能；双向能力可替代多达四个传统单向晶体管以降低成本并简化设计；将氮化镓场效应晶体管与驱动器、控制器、隔离和保护功能集成于单一封装，可加快设计周期并降低电磁干扰 [8][9] - 此次合作使onsemi的功率半导体产品组合涵盖了从低、中、高压横向氮化镓到超高压垂直氮化镓的全系列技术 [7] 目标应用市场 - 产品针对电力需求持续增长但物理尺寸受限的高密度系统，包括人工智能数据中心、电动汽车、可再生能源以及航空航天与国防安全系统 [7] - 具体应用包括：人工智能数据中心的电源和DC-DC转换器、电动汽车的车载充电器和DC-DC转换器、太阳能微型逆变器和储能系统，以及工业、航空航天与国防领域的电机驱动器和DC-DC转换器 [6][7]

Why are we interested in the stocks that hedge funds pile into? The reason is simple: our research has shown that we can outperform the market by imitating the top stock picks of the best hedge funds. Our quarterly newsletter’s strategy selects 14 small-cap and large-cap stocks every quarter and has returned 427.7% since May 2014, beating its benchmark by 264 percentage points ( see more details here ).To identify the 10 most undervalued stocks to invest in, we first screened all semiconductor companies wit ...

High-rolling investors have positioned themselves bearish on ON Semiconductor (NASDAQ:ON), and it's important for retail traders to take note.\This activity came to our attention today through Benzinga's tracking of publicly available options data. The identities of these investors are uncertain, but such a significant move in ON often signals that someone has privileged information.Today, Benzinga's options scanner spotted 19 options trades for ON Semiconductor. This is not a typical pattern.The sentiment ...

I am a full-time analyst interested in a wide range of stocks. With my unique insights and knowledge, I hope to provide other investors with a contrasting view of my portfolio, given my particular background.If you have any questions, feel free to reach out to me via a direct message on Seeking Alpha or leave a comment on one of my articles.Analyst’s Disclosure:I/we have a beneficial long position in the shares of ON either through stock ownership, options, or other derivatives. I wrote this article myself, ...