Should you pick First Solar stock over Texas Instruments? Sure looks like it. Consider this. FSLR trades at a lower valuation (P/Operating Income) than TXN, yet it has demonstrated stronger revenue and operating income growth. BERLIN - APRIL 30: An array of photovoltaic solar panels at the Berliner Wasserbetriebe are seen on April 30, 2010 in Berlin, Germany. Germany has invested heavily in solar and other renewable energy sources and is seeking to produce 30% of its energy needs with renewables by 2020. (P ...

Sony Financial Group Inc. surged in its Tokyo debut on Monday after a rare spinoff-listing by Sony Group Corp.,which is sharpening its focus on its entertainment and image sensor businesses.The shares opened at ¥205 and rose as high as ¥210 before edging lower and closing at ¥173.8 on their first day of trading. That values the Sony Group’s financial unit at ¥1.2 trillion ($8.1 billion) based on the closing price. The reference price for Sony Group’s financial unit was set at ¥150 last week. The insurance a ...

BREAKING: Inflation Data Cements Rate Cut Expectations The Wall Street Journal reported Friday that the policy would require chipmakers to manufacture the same number of semiconductors in the U.S. as their customers import from overseas producers. Companies that don't maintain a 1-1 ratio over time would have to pay a tariff. President Donald Trump is looking for ways to spur domestic chip manufacturing, the report said. Intel stock rose more than 3% to 35.08 in morning trades on the stock market today. Oth ...

A look at the day ahead in European and global markets from Rae Wee Just as the word was slowly fading away from the memories of investors, it has been foisted upon them again. Asian share markets slumped on Friday after U.S. President Donald Trump made his latest tariff salvo, and attention now turns to Europe. Trump on Thursday unveiled punishing tariffs on a broad range of imported goods, including 100% duties on branded drugs and 25% tariffs on heavy-duty trucks, set to take effect from October 1. H ...

The Trump administration is planning to ask chip companies to manufacture the same number of semiconductors in the U.S. as their customers import from overseas producers, the Wall Street Journal reported on Friday. ...

Many artificial intelligence (AI) stocks are trading at historically high valuations, leaving few bargain opportunities in the market.When investors think about artificial intelligence (AI) stocks, Intel (INTC 6.25%) is not the first name that typically comes to mind. The spotlight often shines on companies like Nvidia, Advanced Micro Devices, and Palantir Technologies.Yet Intel trades at a price-to-sales (P/S) ratio of just 2.4 -- on the lower end of its 10-year range. In an era rife with expensive valuati ...

US stocks fell on Wednesday, as Wall Street digested mixed messaging from Fed officials on US interest rates. The S&P 500 (^GSPC) and the Dow Jones Industrial Average (^DJI) declined by over 0.3%, while the tech-heavy Nasdaq Composite (^IXIC) dropped 0.5%. The declines marked a reversal from the indexes' earlier gains. Debate over the prospects for US interest rate cuts — the big focus for markets right now — appeared to pressure stocks. Comments from Federal Reserve officials this week have hinted at g ...

公司业务与定位 - 总部位于加利福尼亚的全球半导体、软件及无线通信服务领导者 [1] - 业务范围从手机扩展至网络基础设施、工业设备、智能家居设备、虚拟现实系统及快速增长的汽车技术部门 [3] 股息表现 - 连续21年保持股息增长 目前季度股息为每股0.89美元 [4] - 截至9月18日股息收益率为2.14% [4] 行业发展与机遇 - 2000年代至2010年代通过推动智能手机革命确立行业主导地位 [2] - 5G网络部署为公司带来新一轮增长动力 [2]

股价表现 - 过去一年股价上涨113.5% 远超标普500指数18.1%和半导体ETF 22.8%的涨幅[1] - 过去三个月股价飙升46.4% 期间创下24次新高[6] - 第三季度财报发布后股价单日上涨9.4% 次日再涨3.2%[9] 财务业绩 - 第三季度营收160亿美元 同比增长22% 超出预期[9] - 调整后EBITDA达107亿美元 同比增长30% 占营收比例67%[12] - 非GAAP每股收益1.69美元 同比增长36.3%[12] - 自由现金流70亿美元 同比增长47% 流动性达94.7亿美元[12] - 第四季度营收指引174亿美元 调整后EBITDA维持67%占比[14] 人工智能业务 - AI营收52亿美元 同比增长63% 占总营收三分之一[10] - XPU产品占AI销售额65%[11] - 第四季度AI半导体营收预计达62亿美元 将连续第11个季度增长[14] - 获得100亿美元AI机架订单 未交付订单总额1100亿美元[11] 市场地位与竞争优势 - 市值1.7万亿美元 是全球最具价值公司之一[3] - 在ASIC市场占据75%份额 近乎垄断地位[16] - 产品是云计算、数据中心、智能手机和工业自动化的基础架构[2] - 定制芯片性能、能效和集成度优于通用GPU[4] 分析师观点与估值 - 麦格理给出420美元目标价 为华尔街最高目标价[3][16][21] - 瑞穗证券将目标价从355美元上调至410美元[18] - 40位分析师中35位给予"强力买入"评级[20] - 当前估值: 远期市盈率66.35倍 远期市销率33倍[7] 增长前景 - 2025财年每股收益预计5.42美元 同比增长46.1%[15] - 2026财年每股收益预计7.58美元 再增40%[15] - 2026财年营收预计844亿美元 2027财年1080亿美元 2028财年1240亿美元[19] - 2025-2028年AI营收复合年增长率预计达56%[19] 股东回报 - 季度股息支付28亿美元[13] - 年度股息2.36美元/股 收益率0.65%[8] - 已连续14年增加股息[8] - 预计9月30日支付0.59美元/股股息[8]

Key Points Semiconductors are now vital for our modern economy in so many ways. The iShares Semiconductor ETF has performed extremely well in past years. It provides investors with a convenient sector portfolio and features low fees. 10 stocks we like better than iShares Trust - iShares Semiconductor ETF › If you check out a list of the best-performing stocks over the past decade or so, you probably won't be surprised to find multiple semiconductor stocks on it, such as Nvidia, Advanced Micro Dev ...