The U.S. stock market continues to rally significantly, sending major indices to new highs as semiconductor and tech stocks dominate the headlines, largely driven by the booming growth of artificial intelligence (AI). However, beneath this euphoria, a growing chorus of analysts and economists fears that this rally is more likely a high-stakes speculative bubble and a market correction might occur soon. This might turn the attention of investors toward Exchange-Traded Funds (ETFs), especially defensive secto ...

Nvidia stock (NASDAQ: NVDA) jumped over 2% on Thursday, as tech stocks, and especially AI-related ones, kept the good vibes going. Investors are feeling excited about the strong demand for Nvidia's AI... ...

股价表现与估值 - 公司股价在过去六个月飙升近70% 近期触及195.30美元的历史新高 [1] - 尽管估值被推高 但公司在人工智能领域的领导地位和强劲需求可能仍能支撑当前股价 [1] 行业前景与公司定位 - 首席执行官称过去六个月AI驱动的计算需求出现前所未有的激增 并称之为新工业革命的开始 [2] - 全球AI基础设施投资到本十年末可能达到3万亿至4万亿美元 公司作为GPU和AI网络系统领导者 有望获得其中大部分份额 [4] - 公司与OpenAI合作建设10吉瓦由公司系统驱动的AI数据中心 计划随着每吉瓦容量的部署 总投资高达1000亿美元 [5] 财务与运营表现 - 最近一个季度数据中心销售额同比增长56% 达到创纪录水平 [7] - Blackwell平台收入创下纪录 环比增长17% 从GB200向GB300系统的过渡顺利 GB300已开始量产发货 [7] - 公司目前每周生产约1000个GB300机架 随着新产能上线 这一速度预计将进一步加快 [7] 市场需求与地理多元化 - 对下一代Blackwell芯片的需求非常旺盛 这些芯片是训练和部署能够进行复杂推理的高级AI模型的核心 [2] - 尽管对中国的销售受到限制 但公司数据中心增长势头依然强劲 凸显其AI技术全球需求的广泛性 [6] - 从云服务提供商到国家“主权AI”计划 公司的业务范围几乎覆盖科技生态系统的每个角落 [6]

Stocks have been rocketing higher since the post liberation day April 8th lows. And over these six months, tech is surging, chip stocks are flying, and meme stocks are once again lighting up quote screens and Reddit boards. But how long can this retail inves buying spree last.That's what we're asking on today's stocks in translation. Let's dive in. Here's the quick scoreboard.Since top stocks put in that capitulation low 6 months ago, the Dow is up 24% while the Nasdaq is up twice that nearly 50%. But check ...

Nvidia (NVDA) stock rose to a record high Thursday, up around 1.8%, after Bloomberg reported that the US government has approved for export several billion dollars' worth of the tech giant's chips to the United Arab Emirates. The Commerce Department issued Nvidia its export license to the UAE after the federation solidified earlier commitments to making reciprocal investments in the US, Bloomberg reported, citing an unnamed US official. This marks the first time Nvidia has been allowed to ship its AI chip ...

Nvidia (NVDA) stock touched a new intraday all-time high above $195 Thursday after Bloomberg reported that the US government has approved for export several billion dollars worth of the tech giant's chips to the United Arab Emirates. The Commerce Department issued Nvidia its export license to the UAE after the federation solidified earlier commitments to making reciprocal investments in the US, Bloomberg reported, citing an unnamed US official — marking the first time Nvidia has been allowed to ship its A ...

In a surprising twist in the artificial intelligence (AI) chip wars, Nvidia (NVDA) CEO Jensen Huang expressed astonishment over rival Advanced Micro Devices’ (AMD) decision to grant OpenAI up to a 10% ownership stake as part of their newly announced multibillion-dollar partnership. Speaking on CNBC’s “Squawk Box,” Huang described the move as “imaginative” and “unique,” but said he was surprised that AMD would “give away 10% of the company before they even built” the next-generation product. The announcemen ...

Key Takeaways Marvell Technology unveils AI products to boost bandwidth, memory efficiency, and telemetry visibility.New offerings include Structera CXL, Alaska P PCIe 6 retimer, and Ara 200G/lambda 1.6T optical DSP.Massive demand from AI data centers and hyperscalers is fueling Marvell Technology's growth prospects. Marvell Technology (MRVL) is solving AI infrastructure challenges by introducing products that boost bandwidth, improve signal integrity, enhance memory efficiency, and provide telemetry visibi ...

点击 最 下方 "在看"和" "并分享，"关注"材料汇 添加 小编微信 ，遇见 志同道合 的你 正文 芯片基板是承载芯片裸片的核心介质，也是芯片封装流程的最后环节，其中玻璃基板被视为下一代芯片基板的核心方向。 中国作为全球玻璃基板重要市场，市场规模整体呈现上升趋势。 中研网数据显示，中国玻璃基板市场规模从2020 年的252 亿元增长至2024 年的 361 亿元，复合增长率达9.4%。 玻璃基板行业集中度较高，全球市场的核心厂商以美国康宁、日本旭硝子及日本电气硝子为主，头部三家企业（CR3）的市场占有率合计达 88%。 据中商产业研究院数据，2023年全球玻璃基板市场份额分布如下：康宁（48%）、旭硝子（23%）、电气硝子（17%）、东旭光电 （8%）。 随着AI 算力芯片向大尺寸、高集成度方向快速演进，传统封装基板的性能已逐渐逼近物理极限，难以满足新的技术需求。 作为一种薄玻璃片，玻 璃基板相较于传统有机基板优势明显。玻璃基板不仅具备更低的信号损耗、更高的尺寸稳定性与超低平坦度，而且拥有高密度通孔能力与更精细 的线宽线距控制水平，同时还能承受更高温度。 玻璃基板凭借这些优势，已成为台积电、英特尔等行业巨头 ...

TEMPE, Ariz., Oct. 09, 2025 (GLOBE NEWSWIRE) -- Applied Materials, Inc. and Arizona State University (ASU) today marked the official opening of the Materials-to-Fab Center, a shared world-class $270 million research, development and prototyping facility inside the university’s MacroTechnology Works at ASU’s Research Park in Tempe. A ribbon-cutting event was held at the Center as semiconductor industry leaders from around the globe gathered in nearby Phoenix for the SEMICON West conference. Applied Materials ...