Maksim Safaniuk/iStock via Getty Images Listen below or on the go via Apple Podcasts and Spotify Crude oil pares losses as traders assess U.S. move that ousted Nicolás Maduro. (00:22) TSMC (TSM) stock surges most since April as Goldman lifts target by 35%. (02:06) Samsung (SSNLF) plans to double Gemini-powered mobile devices in 2026 - report. (02:47) This is an abridged transcript. Crude oil is largely unchanged in early trading, while stock index futures are in the green. This comes after the U.S. o ...

Maksim Safaniuk/iStock via Getty Images Listen below or on the go via Apple Podcasts and Spotify Crude oil pares losses as traders assess U.S. move that ousted Nicolás Maduro. (00:22) TSMC (TSM) stock surges most since April as Goldman lifts target by 35%. (02:06) Samsung (SSNLF) plans to double Gemini-powered mobile devices in 2026 - report. (02:47) This is an abridged transcript. Crude oil is largely unchanged in early trading, while stock index futures are in the green. This comes after the U.S. o ...

U.S. stocks settled mostly higher on Friday, with the Dow Jones index gaining more than 300 points during the session. Key chip stocks, including Nvidia (NASDAQ:NVDA) and Micron Technology (NASDAQ:MU) gained during the session.Stocks recorded sharp gains in 2025, with the S&P 500 surging 16.39% for the year, recording its third consecutive double-digit annual surge, while the Nasdaq Composite gained 20.36%. The Dow, meanwhile, added 12.97% in 2025.Wall Street analysts make new stock picks on a daily basis. ...

The CNN Money Fear and Greed index showed almost no change in the overall market sentiment, while the index remained in the “Neutral” zone on Friday.U.S. stocks settled mostly higher on Friday, with the Dow Jones index gaining more than 300 points during the session. Key chip stocks, including Nvidia (NASDAQ:NVDA) and Micron Technology (NASDAQ:MU) gained during the session.Stocks recorded sharp gains in 2025, with the S&P 500 surging 16.39% for the year, recording its third consecutive double-digit annual s ...

The CNN Money Fear and Greed index showed almost no change in the overall market sentiment, while the index remained in the “Neutral” zone on Friday.U.S. stocks settled mostly higher on Friday, with the Dow Jones index gaining more than 300 points during the session. Key chip stocks, including Nvidia (NASDAQ:NVDA) and Micron Technology (NASDAQ:MU) gained during the session.Stocks recorded sharp gains in 2025, with the S&P 500 surging 16.39% for the year, recording its third consecutive double-digit annual s ...

文章核心观点 高盛分析师团队揭示了2026年科技行业的十大趋势，聚焦于AI基础设施、消费电子、半导体及新兴赛道，认为技术创新与供应链变革将创造结构性投资机会 [1] AI服务器与核心硬件 - AI服务器出货量预计从2025年的1.9万架激增至2026年的5万架，实现爆发式增长 [2] - ASIC芯片渗透率预计在2026年达到40%，并在2027年进一步升至45%，其能效优势将推动平台多样化 [2] - 客户将更加依赖具有强大设计与制造能力的头部供应商，如鸿海和工业富联 [2] 光通信 - AI基础设施扩张将直接驱动光通信板块增长，数据中心网络正从400G向800G/1.6T升级 [3] - 800G/1.6T光模块出货量预计同比激增逾两倍 [1] - 硅光子和CPO技术应用增加，ASIC芯片渗透率提升将进一步支撑光模块需求 [3] 散热技术 - 随着算力密度提升，液冷技术渗透率将显著上升，特别是在ASIC AI服务器领域 [4] - 供应链将加速向液冷方案迁移，利好AVC、Auras等散热组件供应商 [4] ODM厂商 - 地缘政治与供应链韧性成为关键，在美国拥有坚定承诺或产能计划的ODM厂商将跑赢大市 [5] - 具备强大研发能力、垂直整合优势以及全面芯片组平台敞口的厂商，如鸿海、Wistron和Wiwynn，将更受市场青睐 [5] 消费电子：PC与智能手机 - PC市场在2026年面临严峻挑战，Win10换机周期近尾声，AI PC增长预期已被市场消化，存储成本上升可能影响产品规格或价格 [6] - 全球市场领导者（如联想）凭借更强的供应链议价能力和高端产品敞口，有望保持韧性 [6] - 苹果预计在2026年推出折叠屏iPhone，预计出货量达1100万至3500万部，成为市场强力催化剂 [7] - iPhone的外形变化，尤其是折叠屏的推出，将是核心驱动力，高端品牌和新特性将降低消费者价格敏感度 [7] 印制电路板 - PCB需求稳固，高端CCL和PCB供应商受益于AI服务器出货增长及ASIC渗透率提升 [8] - 随着CCL等级向M8+及M9升级，预计高端产品的平均售价将在2026年和2027年每年增长20-30% [8] 中国半导体 - 中国半导体行业将继续保持增长，本土领军企业（如SMIC、鸿海）在先进制程上的扩张计划以及本土GPU供应商的崛起是主要看点 [9] - AI技术创新和边缘设备（如AI眼镜）的新需求是主要推手，半导体设备和材料领域也将受益于供应链本土化趋势 [9] 智能驾驶 - 城市NOA和Robotaxi的普及将推动芯片组、软件和传感器供应商的增长 [10] - Horizon Robotics等企业的解决方案正被更多车型采用，Pony AI等Robotaxi运营商的商业化进程在加速 [10] 低轨卫星通信 - 低轨卫星行业将进入加速期，随着火箭运载能力提升和发射成本降低，卫星发射将显著提速 [11] - 卫星规格正在升级，带宽将从单频段向多频段演进，考虑到卫星5-6年的生命周期，换代需求最早可能在2026年启动 [11]

BLOOMINGTON, Minn.--(BUSINESS WIRE)--SkyWater Technology (NASDAQ: SKYT), the largest U.S.-based, pure-play semiconductor foundry, today announced that management is scheduled to participate in the 28th Annual Needham Growth Conference, taking place next week at the Lotte New York Palace. SkyWater's fireside chat will be webcast live on Wednesday, January 14th at 1:30pm EST at the following link: https://wsw.com/webcast/needham148/skyt/2305989. The presentation material utilized during the confe. ...

Alpha Wealth Funds, LLC, an investment management company, released its Q3 2025 letter for the “Insiders Fund”. A copy of the letter can be downloaded here. The fund returned 4.96% in September, bringing the YTD returns to 21.37%. This compares to the benchmark, S&P 500 September return of 3.65% and the year-to-date return through September 30, 2025, of 14.83%. In addition, please check the fund’s top five holdings to know its best picks in 2025. In its third-quarter 2025 investor letter, Alpha Wealth In ...

~ Larger military-approved facility expansion planned to increase defense- manufacturing ~ ~ Veteran defense GM appointed to lead execution as Mobix Labs Plans facility expansion ~ IRVINE, Calif., Jan. 05, 2026 (GLOBE NEWSWIRE) -- Mobix Labs, Inc. (Nasdaq: MOBX), a company delivering advanced connectivity solutions for defense, aerospace, 5G, and other high-reliability markets, today announced the appointment of Amir Asvadi as General Manager of Mobix Labs’ EMI product line and defense manufacturing operati ...

【1月5日，联发科调整业务布局，倾斜资源至蓝海市场】1月5日消息，联发科计划降低移动芯片部门优 先级，将资源向人工智能专用集成电路和汽车芯片等蓝海市场倾斜。 此外，联发科正深化与谷歌的合 作，谷歌TPU芯片计划今年第三季量产，要求联发科投入更多资源。 联发科预计，2026年ASIC业务收 入将达10亿美元。 本文由 AI算法生成，仅作参考，不涉投资建议，使用风险自担 ...