公众号记得加星标⭐️，第一时间看推送不会错过。 来源 ： 内容来自工商时报，谢谢 。 供应链消息直指英伟达联手联发科打造的N1x芯片明年1月底将进行NPI，外界猜测将赶上英伟达 GTC大会进行发表，将为联发科明年营运带来新成长动能。 英伟达进军AI PC市场，供应链消息直指联手联发科打造之N1x SoC新进度，预估明年1月底进行 NPI(新产品导入)，外界猜测将赶上英伟达GTC大会进行发表。 据悉，该芯片以台积电3纳米制程（N3B）打造，类似GB10芯片架构；也因Arm PC采类似芯片而 有省电优势快速成长，高通作为先行者，看好2029年达40亿美元之市场目标，并乐见更多竞争者 加入，扩大该市场渗透率。 供应链透露，英伟达N1系列芯片因微软作业系统开发，未如原先市场预期，然微软新的Arm版 Windows作业系统将于今年第四季释出，英伟达有望于明年首季顺利向市场发布。OEM业者认 为，CES 2026或GTC大会都是可能的时间点；将为联发科明年营运带来新成长动能。 业界分析，英伟达入股英特尔，短期对Arm PC发展影响不大，产品线将各有定位；从联发科基于 GB10处理器延伸打造之N1系列处理器，将瞄准消费性市 ...

[Music] [Music] Hey, I'm Kramer. Welcome to Mad Money. Welcome to CR America.Other people make friends. I'm just trying to make you a little money. My job is not just to entertain, but I'm trying to teach you every day.So call me at 1800743 CNNBC or tweet me at Jim Kramer. At this point, we've heard from so many billionaire critics saying the artificial intelligence data center buildout is an outrageous bubble that it really has become terrifying, hasn't it. This promotional pessimism, as I'm calling it, is ...

At this point, we've heard from so many billionaire critics saying the artificial intelligence data center buildout is an outrageous bubble that it really has become terrifying, hasn't it. This promotional pessimism, as I'm calling it, is the kind of thing that scares people away from owning stocks. Scares you away.And now I think it has become a beastly overhang on the entire market. Although that bearish AI shroud was not enough to frighten us today as the Dow gained 300 points, S&P climbed 0.59% and the ...

对外投资设立全资子公司 - 公司以自有资金3000万元设立全资子公司上海大为捷敏技术有限公司 专注于半导体存储业务发展[2] - 新设子公司注册地位于上海市松江区 经营范围涵盖集成电路芯片设计及销售、半导体设备销售、人工智能软件开发等技术服务[4] - 投资目的在于借助上海半导体产业集聚优势吸引人才并拓展半导体存储产品线 深化战略布局[6] 收购控股子公司少数股东股权 - 全资子公司特尔佳信息以自有资金419.48万元收购芯盈科技持有的大为盈通40%股权 交易完成后公司将100%控股大为盈通[11] - 交易定价依据标的公司2025年8月31日净资产40%确定 并扣除拟分配利润款180.93万元[21][24] - 收购完成后大为盈通将成为全资子公司 经营范围拟新增集成电路芯片制造及软件开发业务[26] 交易背景与影响 - 两项交易均无需提交董事会或股东大会审议 且不构成关联交易或重大资产重组[3][11] - 投资资金均为自有资金 不会对短期财务状况产生重大不利影响[7][11] - 交易旨在优化业务结构 提升经营决策效率并完善半导体产业链布局[6][11]

募集资金基本情况 - 公司获准首次公开发行人民币普通股5,521.00万股，发行价为每股26.74元，募集资金总额为147,631.54万元 [1] - 扣除发行相关费用12,195.64万元后，募集资金净额为135,435.90万元 [1] - 募集资金于2023年6月27日全部到位并存入专用账户，经中汇会计师事务所审验并出具验资报告 [1] 募集资金专户管理 - 公司制定《募集资金管理制度》对募集资金实行专户存储制度 [2] - 公司及子公司北京芯动致远微电子技术有限公司与保荐机构中信建投证券及监管银行签订三方监管协议 [2] - 协议内容符合上海证券交易所范本要求，明确了各方权利和义务 [2] 专户注销情况 - 交通银行蚌埠淮上区支行专户（账号：343006014013000377202）中募集资金已按规定使用完毕 [3] - 该专户近日完成注销手续，相应三方监管协议同步终止 [3]

Monolithic Power Systems, Inc. (NASDAQ:MPWR) is one of the best dividend stocks to buy. On July 22, ECARX Holdings Inc. (NASDAQ:ECX) reported a new strategic deal with Monolithic Power. The partnership is meant to develop automotive intelligence and robotics solutions and will create a global supply chain and ecosystem that handles integration, adaptation of the platform, and service delivery. Both companies will search for opportunities in automotive and intelligent technology, working on product testing ...

Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) is one of the best dividend stocks to buy. On August 25, the company’s filings revealed that Vice President Jonathan Lee grew his holdings by 346 shares, moving from 459,526 on June 30 to 459,872 on July 31. There were no new pledges of common shares by directors, executives, or large shareholders owning more than 10%. For asset management, TSM and its subsidiaries bought NT$10.2 billion in fixed-income assets and got rid of NT$0.4 billion in J ...

NVIDIA Corporation (NASDAQ:NVDA) is one of the best dividend stocks to buy. On September 13, Nvidia unveiled the latest GeForce Now enhancement, transitioning from RTX 4080 servers to Blackwell RTX 5080 SuperPods. The chipmaker explained that Ultimate-tier users can expect faster speeds, reduced latency, and a bigger gaming catalog, all included without extra fees. Nvidia (NVDA) Equips GeForce Now with RTX 5080 Blackwell SuperPods Photo by Javier Esteban on Unsplash The new Blackwell RTX 5080 SuperPods ...

NVIDIA Corporation (NASDAQ:NVDA) is one of the AI Stocks in the Spotlight This Week. On September 24, Mizuho analyst Vijay Rakesh reiterated an Outperform rating and $205.00 price target on the stock. The rating follows Nvidia’s announcement of a $100billion equity investment in OpenAI. The firm noted how Nvidia’s equity investment in OpenAI to fund up to 10GW of AI data center capacity reinforces its GPU and networking dominance. OpenAI could receive the initial $10B in the next few months, with deploym ...

Income investors with enough experience know that dividend stocks aren’t fast-and-furious assets. Unlike big tech movers like Palantir, Nvidia, and Tesla, dividend stocks are often steady growers, which perfectly encapsulates how the companies themselves work: steady growth, sustainable cash flow, and, of course, reliable dividends. This concept is especially true for Dividend Aristocrats, a group of S&P 500 listed companies that have increased their dividends for 25 consecutive years or more. But that do ...