证券日报网讯12月18日，上海贝岭（600171）在互动平台回答投资者提问时表示，上海贝岭存储芯片产 品布局包括EEPROM、NOR Flash。EEPROM已经完成IIC和SPI全系列产品布局，产品广泛应用于智能 电表、家电、工业控制等领域。2025年度，上海贝岭多款EEPROM产品通过第三方车规认证，并进入 主流汽车厂商。公司新推出的DDR5内存SPD芯片产品BL5118，可有效提升内存条与主板间的数据传输 效率与兼容性，实现实时温度监控、智能调节运行状态，并有效预防过热降频，可显著实现功耗降低。 公司依托在存储芯片领域的技术积淀与市场深耕于2025年推出NOR Flash产品，并将持续进行研发投 入，实现NOR Flash产品系列化。 ...

Join me now take a look back [music] at 2025 and look ahead into 2026. It's Jay Woods, chief global strategist [music] at Freedom Capital Markets, who's got his eye on the ball on what's set to move markets today, the rest of the year, and into next year. So today, let's start out with a look at Micron because I know you were across this one.Um, and I saw what your thought was. A little squeamish given the uh run it's had this year. It delivered a big earnings beat.Oh my gosh. Yeah. >> Uh the stock was alre ...

Across all aspects of Micron's business — DRAM, NAND, high-bandwidth memory (HBM), and data centers — the company saw unprecedented growth. Revenue, operating cash flows, and margins of all business units expanded, driven by strong demand for HBM and other products used in AI applications. Micron also significantly raised its outlook far above consensus expectations. Despite ongoing concerns about an AI bubble, these results demonstrate robust underlying demand, indicating the AI boom remains firmly intact. ...

Micron's dramatic beat has analysts feeling upbeat about the company's ability to be a huge beneficiary of the AI boom. ...

核心观点 - onsemi与GlobalFoundries达成合作，共同开发并制造基于200mm eMode硅基氮化镓工艺的下一代650V氮化镓功率器件，旨在扩大其在智能功率半导体领域的领导地位，以满足人工智能数据中心、电动汽车、可再生能源、工业及航空航天与国防等关键市场日益增长的电力需求 [1][3] 合作与产品开发 - 合作结合了GlobalFoundries先进的200mm eMode硅基氮化镓工艺与onsemi行业领先的硅驱动器、控制器及热增强封装技术，旨在提供更小、更高效的功率系统 [1][3] - 合作将加速onsemi高性能氮化镓器件及集成电源模块的路线图，扩展其高压产品组合 [3] - 首批650V功率器件样品计划于2026年上半年开始向客户提供，并将迅速扩大至量产规模 [4] 技术与产品优势 - 新开发的氮化镓器件将提供更高的功率密度和效率 [6] - 氮化镓技术优势包括：更高频率运行以减少元件数量、系统尺寸和成本并提升效率与热性能；双向能力可替代多达四个传统单向晶体管以降低成本并简化设计；将氮化镓场效应晶体管与驱动器、控制器、隔离和保护功能集成于单一封装，可加快设计周期并降低电磁干扰 [8][9] - 此次合作使onsemi的功率半导体产品组合涵盖了从低、中、高压横向氮化镓到超高压垂直氮化镓的全系列技术 [7] 目标应用市场 - 产品针对电力需求持续增长但物理尺寸受限的高密度系统，包括人工智能数据中心、电动汽车、可再生能源以及航空航天与国防安全系统 [7] - 具体应用包括：人工智能数据中心的电源和DC-DC转换器、电动汽车的车载充电器和DC-DC转换器、太阳能微型逆变器和储能系统，以及工业、航空航天与国防领域的电机驱动器和DC-DC转换器 [6][7]

Micron Technology, Inc. ( MU ) has just published what I can only describe as unbelievable fiscal Q1 results , and I must be honest with you, I was genuinely surprised by the company's beatI write about stocks I’m personally interested in adding to my portfolio. I’m not a professional advisor, but I study business and economics and analyze markets full-time. My writing is meant for both complete beginners — I avoid unnecessary complexity — and advanced readers, as I always aim to offer a distinct and well-r ...

Micron Technology, Inc. ( MU ) has just published what I can only describe as unbelievable fiscal Q1 results , and I must be honest with you, I was genuinely surprised by the company's beatI write about stocks I’m personally interested in adding to my portfolio. I’m not a professional advisor, but I study business and economics and analyze markets full-time. My writing is meant for both complete beginners — I avoid unnecessary complexity — and advanced readers, as I always aim to offer a distinct and well-r ...

A股又有资本盛宴。 17日，国产GPU巨头沐曦股份开盘暴涨568.83%，股价飙涨至700元/股，公司总市值飙升至2801亿元。 私募方面，幻方量化获配金额再次拔得头筹，合计获配金额约490.80万元。 值得注意的是，私募大佬葛卫东及其实际控制的混沌投资合计持有2693.79万股，占沐曦股份发行后的 6.73%，若按沐曦股份当日开盘价计算，持股市值超188亿元，而投入仅10多亿元。 沐曦股份成立于2020年9月，总部位于上海，是国内稀缺的"全栈GPU"设计与量产企业，主营高性能通 用GPU芯片及解决方案，产品广泛应用于AI智算、数据中心、云计算、自动驾驶等前沿领域。 据了解，沐曦股份由陈维良、彭莉、杨建三位AMD资深华人科学家联合创立。截至目前，沐曦股份仍 处于亏损状态。根据招股说明书披露，公司在2022年至2024年分别实现营业收入42.64万元、5302.12万 元和7.43亿元，但同期净利润分别亏损7.77亿元、8.71亿元及14.09亿元。2025年前三季度，公司营业收 入达到12.36亿元，净利润仍然亏损3.46亿元。 来源：综合自中新经纬等报道 编辑：曹諵 此前，摩尔线程于12月5日登陆科创板，上 ...

Broadcom stock (NASDAQ: AVGO) has emerged as a rare consensus pick among major Wall Street houses for 2026. Bank of America, JPMorgan, and Jefferies all point to custom AI chips and high-speed network... ...

SUNNYVALE, Calif., Dec. 18, 2025 (GLOBE NEWSWIRE) -- GSI Technology, Inc. (Nasdaq: GSIT), the inventor of the Associative Processing Unit (APU), a paradigm shift in artificial intelligence (AI) and high-performance compute processing, providing true compute-in-memory technology, today announced that the company’s executive team will virtually participate in the 28th Annual Needham Growth Conference. GSI Technology will host a virtual group presentation on Thursday, January 15, 2026, at 11:00 am ET, followed ...