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POET Technologies and Semtech Launch 1.6T Optical Receivers for AI Networks
Globenewswire· 2025-09-30 20:00
SAN JOSE, Calif. and CAMARILLO, Calif., Sept. 30, 2025 (GLOBE NEWSWIRE) -- POET Technologies Inc. ("POET" or the "Company") (Nasdaq: POET), a leader in the design and implementation of highly-integrated optical engines and light sources for artificial intelligence networks, today announced with Semtech Corporation (Nasdaq: SMTC), a leading provider of high-performance semiconductor, Internet of Things (IoT) systems and cloud connectivity service solutions, the immediate availability for customer sampling of ...
DeepSeek,与国产芯片开启“双向奔赴”
21世纪经济报道· 2025-09-30 19:52
21世纪经济报道记者 赵云帆 9月29日晚间,深度求索公司发布了 DeepSeek-V3.2-Exp 模型,其宛如再次向国产芯片江湖投入一枚巨 石。 官方公告显示,新版本模型实验性地引入了 DeepSeek Sparse Attention(一种稀疏注意力机制),其显 著降低计算资源消耗并提升推理效率。 而得益于这一技术创新,深度求索宣布其官方App、网页端、小程序均已同步更新为新模型,并全面下 调API价格,降幅在50%到75%不等。 值得注意的是,不同于上次发布 DeepSeek-V3.1版本时"犹抱琵琶半遮面"的状态,此次 V3.2 EXP 版本 的发布,几乎零时差引发数个国产芯片厂商——华为、寒武纪、海光等的"认领"。 而这也标志着,国产AI软硬件生态的协同,已经在 DeepSeek 横空出世之后初具雏形。 争相"认领" 就在 DeepSeek 新版放出之后仅仅4分钟,寒武纪就对新模型适配的国产芯片进行"率先认领"。 该公司宣布,已同步实现对深度求索公司最新模型 DeepSeek-V3.2-Exp 的适配,并开源大模型推理引擎 vLLM-MLU源代码。 紧随其后的则是华为昇腾,其表示,基于vLLM/S ...
Schein: We could see bond yields spike later this week
Youtube· 2025-09-30 19:42
All right. Um, when we're talking about a government shutdown, again, we're going to have a lot of equity analysts and people focused on the stock market saying it's not going to have the big impact. What about the bond market.We have had some guests that that that at least expect some reaction from the bond market if there is a shutdown. >> Yeah, we could see bond yields uh increase higher based upon the uncertainty of what the Fed might do with the withhold of that information on the job markets on Friday ...
Wolfspeed shares rally after chipmaker exits Chapter 11 bankruptcy
Reuters· 2025-09-30 19:32
Wolfspeed shares surged more than 25% before the bell on Tuesday, after the chipmaker successfully emerged from Chapter 11 bankruptcy with a substantially reduced debt load. ...
暴涨1000%,碳化硅龙头真能浴火重生?
36氪· 2025-09-30 19:04
"Wolfspeed股价飙了10倍!"最近碳化硅圈的消息让投资者眼前一亮,可老股东却笑不出来——这1000% 的涨幅,是破产重组后"旧股全额注销、新股重新定价"的表观数字,绝非真金白银的收益。 曾几何时,Wolfspeed是碳化硅"全球一哥",手握200毫米晶圆独家技术,订单接到手软。但2025年上半 年,前管理层盲目扩张让它陷入破产保护,市场满是"一手好牌打得稀烂"的嘲讽。如今重组落地,股价 数字看似逆袭,可剥去"数字外衣",它是真止血,还是仍在债务泥潭里挣扎?重组后的降本、技术家底 与订单潜力,才是"浴火重生"的关键。 01 从"破产倒计时"到"数字狂欢":重组拆了哪三颗"炸弹"? 去年此时的Wolfspeed堪称"内忧外患":莫霍克谷工厂200毫米晶圆利用率跌到20%,开着机器就亏; 2025年Q3单季净亏2.86亿,毛利率-20.8%;5.75亿可转债违约,现金流濒临断裂。市场等着看"龙头退 市",可短短数月,重组让它"改头换面"——9月29日退出破产保护,股价飙出10倍(需明确:这只是新 股换旧股的表观涨幅,非实际收益),背后是三个扎实的"拆弹"动作: 1)债务砍半:短期不用"卖厂偿债" 重组前,W ...
Qualcomm Is on Its Biggest Uptrend in 2 Years—Can It Continue?
MarketBeat· 2025-09-30 19:02
QUALCOMM TodayQCOMQUALCOMM$165.30 -3.90 (-2.30%) 52-Week Range$120.80▼$182.10Dividend Yield2.15%P/E Ratio15.94Price Target$182.82Add to WatchlistTech giant Qualcomm Inc. NASDAQ: QCOM has long tested investors' patience. While more well-known peers, such as NVIDIA Corporation NASDAQ: NVDA, have ridden the artificial intelligence (AI) wave to record highs, Qualcomm has remained effectively idle and is currently trading at 2021 levels. As we’ve written about several times in recent months, the company has bee ...
Nvidia Stock Rally Pauses. How the Chip Maker Intends to Keep Its Lead Over AMD.
Barrons· 2025-09-30 19:02
Nvidia has dominated the AI chip race and it is planning to further distance itself from AMD, according to KeyBanc analyst John Vinh. ...
What Is One of the Best AI Hardware Stocks to Buy Today?
Yahoo Finance· 2025-09-30 18:54
Key Points Advanced Micro Devices is the leader in programmable chips designed for edge devices. AI running on edge devices could unlock a monster growth opportunity for the company's embedded chip business. 10 stocks we like better than Advanced Micro Devices › Graphics processing units (GPUs) are estimated to comprise about half of data center spending. This has propelled the stock of Nvidia to the moon over the past few years. But over the long term, more AI tasks will be processed directly on d ...
NVDL: Several Reasons To Be Bullish On NVIDIA Into Year-End
Seeking Alpha· 2025-09-30 18:39
NVIDIA Corporation ( NVDA ) shares have gone through growth spurts and consolidation stretches so far in 2025. Amid ebbs and flows in sentiment, the world’s most valuable company ranked No. 5 on the Dow Jones IndustrialFreelance Financial Writer | Investments | Markets | Personal Finance | RetirementI create written content used in various formats including articles, blogs, emails, and social media for financial advisors and investment firms in a cost-efficient way. My passion is putting a narrative to fina ...
NVDL: Several Reasons To Be Bullish NVIDIA Into Year-End (NASDAQ:NVDL)
Seeking Alpha· 2025-09-30 18:39
NVIDIA Corporation ( NVDA ) shares have gone through growth spurts and consolidation stretches so far in 2025. Amid ebbs and flows in sentiment, the world’s most valuable company ranked No. 5 on the Dow Jones IndustrialFreelance Financial Writer | Investments | Markets | Personal Finance | RetirementI create written content used in various formats including articles, blogs, emails, and social media for financial advisors and investment firms in a cost-efficient way. My passion is putting a narrative to fina ...