Wolfspeed also announced earlier this week that, effective Sept. 1, Gregor van Issum will join the company as its new CFO. Van Issum brings significant experience with strategic financing and transformation in the tech sector, which the company says aligns with its turnaround strategy. Rough waters are ahead While the news has been mostly positive for the past few weeks, I don't think it is enough. There are still too many hurdles ahead to recommend the stock, especially larger trends in its revenue -- it's ...

Burcon to Showcase Chipotle Black Bean Protein Hummus at 2025 IFT FIRST Annual Event & ExpoExperience Burcon's special tasting event on Monday & Tuesday 11am-1pm at booth S4066July 10, 2025 2:31 PM EDT | Source: Burcon NutraScience CorporationVancouver, British Columbia--(Newsfile Corp. - July 10, 2025) - Burcon NutraScience Corporation (TSX: BU) (OTCQB: BRCNF) ("Burcon" or the "Company"), a global technology leader in plant-based protein innovation, is excited to unveil a Chipotle Black Bean ...

Key Takeaways Rigetti Computing (RGTI) is quietly setting itself apart in the quantum computing space by offering pulse- level access to its quantum processing units. This feature gives developers far greater control over how they manipulate qubits, going beyond standard gate-level commands to directly shape the pulses that drive quantum operations. For researchers and developers working on cutting-edge quantum algorithms, this level of control unlocks new possibilities in customizing gates, fine-tuning err ...

Key Takeaways QBTS fell 0.9% in 30 days despite a 509% Q1 revenue surge driven by Advantage2 system sales. IBM's Starling roadmap and Google's Willow chip aim to outscale D-Wave's annealing approach. QBTS trades at 144.4X forward sales, well above its median, as investor caution around scalability grows.D-Wave Quantum (QBTS) shares have slipped 0.9% over the past 30 days, a slight pullback that masks intensifying headwinds from tech titans International Business Machines (IBM) and Alphabet (GOOGL) , both ...

On July 9, 2025, NVIDIA (NVDA) became the first publicly traded company to reach a $4 trillion market capitalization, surpassing tech titans such as Microsoft (MSFT) and Apple (AAPL) . The company’s stock has surged 17.8% so far this year and climbed 20% over the past 12 months.Riding the Generative AI WaveNVIDIA continues to benefit from the explosive growth of generative AI, sparked by the debut of OpenAI’s ChatGPT in 2022. Its hardware and software offerings—specifically modified graphics processing unit ...

行业复苏与增长 - 半导体行业显著复苏，人工智能尤其是生成式AI推动微芯片需求激增[1] - 2024年全球半导体收入达6276亿美元，同比增长191%，2025年第一季度收入1677亿美元，同比增长188%[6] - 数据中心芯片和内存产品需求强劲，分析师预计2025年行业将继续保持两位数增速[7] 销售数据表现 - 5月全球半导体销售额环比增长35%，从4月的570亿美元增至590亿美元，同比暴涨198%，连续11个月同比增速超17%[4] - 美洲地区销售额同比增幅约45%，成为增长主要驱动力[5] 重点公司分析 台积电(TSM) - 全球最大专业集成电路代工厂，当前财年预期盈利增长率341%，过去60天盈利预期上调27%[9] - 采用客户专有IC设计生产芯片，目标巩固全球领先晶圆代工地位[8] Advanced Energy Industries(AEIS) - 半导体行业电源子系统主要供应商，聚焦功率转换解决方案，当前财年预期盈利增长率391%[10][11] - 过去60天盈利预期上调18%，Zacks评级为2级(Buy)[11] RF Industries(RFIL) - 主营射频通信用同轴连接器，当前财年预期盈利增长率超100%，过去60天盈利预期上调43%[12] - Zacks评级为1级(Strong Buy)[12]

文章核心观点 Microchip Technology宣布RT PolarFire技术两个新里程碑，体现超60年航天经验及对高可靠、低功耗航天应用解决方案的承诺，有望支持下一代卫星、航空电子和深空系统 [1] 公司进展 - 宣布RT PolarFire技术两个新里程碑，即RT PolarFire RTPF500ZT FPGA获MIL - STD - 883 Class B和QML Class Q认证，RT PolarFire SoC FPGA工程样品可用 [1] - RT PolarFire SoC FPGA工程样品增强公司航天级解决方案组合，集成RISC - V微处理器子系统与FPGA架构，适用于高可靠性的卫星中央处理等场景 [4] 行业标准 - MIL - STD - 883 Class B和QML Class Q是高可靠性应用微电子元件的行业标准，前者由美国国防部制定，后者由国防后勤局管理 [2] 产品优势 - RT PolarFire设备采用非易失性技术，不受辐射导致的配置内存故障影响，无需外部缓解措施，降低系统复杂性和成本 [3] - RT PolarFire FPGAs比中端SRAM替代产品功耗低达50%，可优化卫星设计的尺寸、重量和功率，且不影响关键任务可靠性 [3] - PolarFire RTPF500ZT FPGA相比原RTPF500T，增强单事件闩锁辐射性能和飞行中编程的鲁棒性 [3] 产品支持 - RT PolarFire设备由Libero SoC Design Suite等支持，RT PolarFire SoC FPGAs与Mi - V生态系统集成，还有开发套件和硬件平台助力系统开发部署 [5] 公司背景 - Microchip Technology是智能、连接和安全嵌入式控制与处理解决方案领先提供商，服务超10万客户，总部位于亚利桑那州钱德勒 [9] 购买信息 - 可直接从Microchip购买产品，或联系销售代表或全球授权经销商 [7] 资源信息 - 可通过Flickr或编辑联系方式获取高分辨率图像，如应用图像链接为https://www.flickr.com/photos/microchiptechnology/54623970661/sizes/o/ [8]

公司业绩表现 - 台积电上半年营收同比增长40%至1.77万亿新台币（608亿美元）[1][2] - 公司预计今年将创下盈利纪录 因人工智能需求保持"非常强劲"[2] - 近期销售激增 部分原因是美国关税政策促使企业提前备货[2] 行业动态 - 台积电作为全球最大芯片代工厂 其产品支撑从智能手机到导弹等广泛领域[1] - 客户包括英伟达和苹果等科技巨头[2] 地缘政治影响 - 若关税导致芯片价格上涨和需求下降 可能影响公司业务[3] - 台湾当局正通过增加对美投资、能源采购和国防支出来避免潜在关税[4] - 日本和韩国等20多个国家收到美国关于8月1日起实施"对等"关税的警告[3]

Nvidia (NVDA) closed the most recent trading day at $162.83, moving +1.77% from the previous trading session. The stock outpaced the S&P 500's daily gain of 0.61%. Meanwhile, the Dow experienced a rise of 0.49%, and the technology-dominated Nasdaq saw an increase of 0.95%. The maker of graphics chips for gaming and artificial intelligence's shares have seen an increase of 11.14% over the last month, surpassing the Computer and Technology sector's gain of 5.6% and the S&P 500's gain of 3.85%.Investors will b ...

The artificial intelligence (AI) boom is reshaping the global economy, but for many investors, the most visible players come with sky-high price tags. The search is on for companies that offer strategic exposure to this explosive growth without demanding a prohibitive premium. Marvell Technology TodayMRVLMarvell Technology$72.26 +0.31 (+0.43%) 52-Week Range$47.09▼$127.48Dividend Yield0.33%Price Target$96.33Add to WatchlistThis has drawn attention to the essential, yet often less hyped, companies that build ...