Key Points Micron Technology just finished a record-breaking 2025 fiscal year, with revenue up 49% and net income up 998%. It benefits from increased data center spending, which is projected to reach $1.1 trillion by 2029. While Micron's share price has risen significantly this year, it's trading at just 10 times forward earnings. 10 stocks we like better than Micron Technology › To meet the demands of artificial intelligence (AI) systems, tech companies have been investing heavily in new infrast ...

Samsung Electronics and SK Hynix have signed letters of intent to supply memory chips for OpenAI's data centers, they said on Wednesday, as South Korean chipmakers join forces with the ChatGPT maker t... ...

These two AI titans have started paying dividends. Which is the better stock for dividend investors?If you were trying to find dividend stocks before the year 2000, the largest companies in the U.S. were a great place to look. Stalwarts like General Electric (today called GE Aerospace), Pfizer, Walmart, IBM, and the oil companies that would merge to form ExxonMobil were all among the 10 largest companies by market cap, and all paid dividends. Today, on the other hand, the country's largest companies are muc ...

This semiconductor ETF has been an overlooked champ.The "Magnificent Seven" has been driving the AI boom ever since its earliest days.The group of seven stocks, which includes seven of the most valuable stocks on the market -- Nvidia, Microsoft, Apple, Alphabet, Amazon, Meta Platforms, and Tesla -- all have some exposure to AI and are seen as the leading technological companies. However, after driving the stock market rally through 2023 and 2024, the Magnificent Seven's performance has been more pedestrian ...

A recent dividend increase and signs of a cyclical rebound make this analog chip leader a timely pick.Texas Instruments (TXN 0.27%) is best known for analog and embedded chips that go into everything from factory equipment and cars to medical devices and power systems. After a choppy stretch for its semiconductors, the Dallas-based manufacturer has begun to show clearer momentum this year while keeping its focus on long-term cash generation and consistent shareholder payouts. That combination -- improving f ...

This report is from this week's CNBC's The China Connection newsletter, which brings you insights and analysis on what's driving the world's second-largest economy. You can subscribe here.The big storyImmigration anxieties and a challenging job market have sparked an online backlash over China's latest attempt at attracting global talent — a new visa program announced in August.The program, which was rolled out on Wednesday with the aim of attracting foreign professionals, will also test how China balances ...

公司行业地位 - 公司是全球第一的芯片企业 [2] - 公司能够与德州仪器并肩 [2]

Is Nvidia on the road to more explosive growth?Nvidia (NVDA 2.54%) has wowed investors with its stock performance over the past several years -- whether you look through a short-term or long-term lens, this artificial intelligence (AI) giant has scored a win. For example, it's heading for a 35% gain this year, adding to an eye-popping 2,100% increase over the previous five years.There's an obvious reason for this fantastic performance, and that's the fact that Nvidia has been generating enormous levels of r ...

MUNICH--(BUSINESS WIRE)--Quintauris, the company founded as a single source to enable compatible RISC-V–based products, and Everspin Technologies, Inc. (NASDAQ: MRAM), the worldwide leader in magnetoresistive RAM (MRAM) and spin-transfer torque MRAM (STT-MRAM), today announced a strategic collaboration to bring advanced memory solutions into the Quintauris ecosystem. The collaboration aims to strengthen the reliability and safety of RISC-V–based platforms, particularly for automotive, industria. ...

Taiwan has declined a proposal from the United States for an equal split in semiconductor production, as confirmed by the island’s leading tariff negotiator.Taiwan, US Advance Tariff Talks, $10 Billion Farm DealTaiwan’s Vice Premier Cheng Li-chiun has rejected the U.S. proposal for a 50-50 split in semiconductor production, Reuters reported. This decision was announced after Cheng returned from the U.S. following tariff negotiations.“Our negotiating team has never made any commitment to a 50-50 split on chi ...