Micron Technology (NASDAQ: MU ) (NEOE: MU:CA ) has just announced stellar 2025FQ4 results. However, the stock price started to slide. That rattled investors. People started to ask, is Micron cheap for a reason? Has it already run too far and isI worked for over 10 years at large investment banks and insurance groups, before I chose to be an independent investment analyst. Quantitative analysis is my strength. I filter stocks using a data-driven approach, incorporating both technical and fundamental metrics. ...

因此，作为人工智能等高性能计算（HPC）用的下一代半导体基板备受瞩目。三星、英特尔、TSMC、 AMD、Broadcom等企业正在准备引进，但技术难度高，商业化困难重。 9月29日，据IT之家援引韩媒Etnews报道，特斯拉和苹果正探索引入玻璃基板，以提升半导体芯片和数 据中心的性能。 业内人士透露，这两家公司近期分别会见了研发玻璃基板的制造商，听取相关技术介绍、讨论合作方 向，虽然尚未签订任何合同或确定合作方案，但双方已在宏观层面交换意见，表达意向。 资料显示，决定半导体玻璃基板质量的关键因素热膨胀系数决定了与其他材料，即涂层或粘合剂的结合 是否良好，弹性系数是指玻璃受到力时变形的程度。半导体玻璃基板的厚度比塑料材料（PCB）更薄、 更平坦，可以实现微型电路。 长电科技：公司在玻璃基板、CPO 光电合封、大尺寸 FCBGA 等关键技术上持续取得新突破。 沃格光电：公司与行业内多家客户合作开发的玻璃基大算力芯片先进封装在大型服务器的产业化应用， 目前项目进展顺利。 *免责声明：文章内容仅供参考，不构成投资建议 *风险提示：股市有风险，入市需谨慎 开源证券指出，目前全球玻璃基板市场主要被美日企业占据。国内市场来 ...

长江商报消息 ●长江商报记者 汪静 圣邦股份（300661.SZ）稳步推进港股上市计划。 9月29日，圣邦股份发布公告，公司已向香港联合交易所递交上市申请，并于同日在香港联交所网站刊 登了相关申请资料。 圣邦股份主要从事高性能、高品质模拟集成电路研究、开发与销售。2024年，圣邦股份实现营业收入 33.47亿元、净利润5亿元；2025年上半年，公司业绩继续增长。 圣邦股份表示，公司拥有较强的自主研发实力和创新能力，并持续加大研发投入，使得核心技术创新能 力进一步得以强化，在信号链类模拟芯片和电源管理类模拟芯片两大领域积累了一批核心技术，推出了 满足市场需求，并具有"多样性、齐套性、细分化"特点的系列产品，部分产品关键技术指标达到国际领 先水平。报告期内，公司不断加深与客户的合作，持续加大在工业和汽车电子等重点领域的投入，积极 开拓新市场、新客户，进一步完善供应链管理与成本控制，保持公司的持续稳健发展。 一直以来，圣邦股份在研发方面投入较高。 圣邦股份专注于高性能、高品质模拟集成电路研究、开发与销售，产品全面覆盖信号链和电源管理两大 领域，有34大类5900余款可供销售产品。公司的模拟芯片产品可广泛应用于工业控 ...

We’ve all grown accustomed to the positivity surrounding the artificial intelligence frenzy.Of course, beloved Nvidia has been leading the charge, and several other large-cap technology companies are also set to benefit.But for those looking for another angle, energy stocks with nuclear and uranium exposure, such as Cameco (CCJ) and Vistra (VST) , should be considered, given the vast amount of energy used within data centers. Let’s take a closer look at each.Vistra With an innovative, customer-centric appro ...

Chipmaker Wolfspeed said on Monday it has exited Chapter 11 bankruptcy after cutting its total debt by nearly 70% and lowering annual cash interest expense by roughly 60%. ...

TOKYO & MILPITAS, Calif.--(BUSINESS WIRE)--Kioxia Corporation, a subsidiary of Kioxia Holdings Corporation (TOKYO: 285A) and Sandisk Corporation (NASDAQ: SNDK) today announced the start of operation at the Fab2 (K2), a state-of-the-art semiconductor fabrication facility, at the Kitakami Plant in Iwate Prefecture, Japan. Fab2 has the capability to produce eighth-generation, 218-layer 3D flash memory, featuring the companies' revolutionary CBA (CMOS directly Bonded to Array) technology, and futur. ...

We start off with big moves in big tech here at home and halfway around the world. Nvidia, Micron, and AMD among the biggest winners in the chip space as the AI RIP tries to get back on track. Data storage names like SanDisk, Western Digital, Seagate surging today, too.Meanwhile, China's AI stocks have been on a quite a tear this year. The Kweb jumping more than 2% today and nearly 45% since January, led by Alibaba, BU, JD, and more. Year to date, the K web has more than doubled up the triple Q.So, as we st ...

TRENDING: Robinhood Leads 7 Top S&P 500 Stocks In 2025 Indexes finished higher after some mixed action in Monday's stock market as investors awaited updates about an upcoming deadline that could result in the U.S. government shutting down. The Dow Jones Industrial Average reversed higher in afternoon action and finished up by 0.2%. The S&P 500 advanced 0.3%, and the Nasdaq closed up by a more robust 0.5%. The indexes… Related news Dow Jones Futures: Nvidia Stock, Palantir Eye Buy Points, But AI Names Broadc ...

市场表现 - Wolfspeed公司股价大幅上涨1137%至14.97美元 年高低点区间为0.39-21.78美元 交易量达1682万股[1] - Direxion Daily S&P 500 Bear 3X ETF上涨896%至38.53美元 日高点达38.66美元 交易量617万股[2] - Direxion Daily Financial Bear 3X ETF上涨895%至40.30美元 年高低点区间为3.9-40.74美元[3] - Direxion Daily MSCI新兴市场看跌ETF上涨875%至40.77美元 创年度新高[4] - Direxion Daily生物技术看跌ETF上涨864%至41.83美元 年高低点区间为4.32-43.32美元[5] 行业动态 - 半导体行业出现重大发展 Wolfspeed作为碳化硅和氮化镓材料供应商获得市场关注[1] - 杠杆ETF整体表现反映投资者对标普500指数 金融板块和新兴市场看跌预期[2][3][4] - 生物技术板块出现负面情绪 LABD ETF的上涨显示该行业面临压力[5] 交易特征 - Wolfspeed交易量1682万股显著低于5967万股的日均量[1] - 金融看跌ETF交易量29.6万股远低于2580万股日均量[3] - 新兴市场看跌ETF交易量1.52万股异常偏低[4] - 生物技术看跌ETF交易量98.54万股[5]

DURHAM, N.C.--(BUSINESS WIRE)--Wolfspeed, Inc. (NYSE: WOLF), a global leader in silicon carbide technologies, today announced that in connection with its emergence from the Chapter 11 process, it has appointed Anthony M. Abate, Mike Bokan, Eric Musser, Hong Q. Hou, and, pending certain regulatory approvals, Aris Bolisay, to its Board of Directors (the "Board†). Anthony M. Abate will succeed Tom Werner as Chairman of the Board. The new Board members will join current Board members, Mark Jensen a. ...