In this articleA smartphone with a Qualcomm logo is placed on a computer motherboard in this illustration taken on March 6, 2023.Qualcomm shares fell nearly 5% in premarket trade after Bloomberg reported that British chip designer Arm is looking to scrap a key license for the U.S. firm.Arm has given Qualcomm a 60-day notice of the cancellation of their so-called architectural license agreement, Bloomberg reported, citing a document.The license in question allows Qualcomm to design chips based on Arm archite ...

文章核心观点 - 芯片行业正在经历长期增长,人工智能技术的投资将推动行业持续增长多年 [1] - 半导体行业虽然存在周期性需求,但消费电子、汽车和数据中心对芯片的需求不断增加,行业长期前景看好 [1] - 两家优秀的芯片公司值得长期持有 [1] 台积电 - 台积电是全球领先的半导体代工企业,市值接近1万亿美元 [2] - 台积电为英伟达、博通、AMD、英特尔等公司代工,业务增长强劲,预计未来几年收入将持续高速增长 [2][3] - 台积电凭借先进的制造工艺、大规模产能和与客户的长期合作关系,有望从人工智能芯片需求增长中获益 [3] - 台积电目前估值较低,未来3年内股价有望翻倍 [3] ARM - ARM专注于芯片设计,而不是制造,通过授权芯片设计赚取高毛利 [4] - ARM的芯片以性能高、能耗低著称,在云计算、物联网等领域需求旺盛 [5] - ARM曾经被英伟达试图收购,其芯片设计在人工智能领域也有广泛应用 [5] - ARM未来几年业绩有望保持27%左右的高速增长 [6]

Wall Street analysts expect these semiconductor stocks to move in opposite directions over the next year.Grand View Research forecasts artificial intelligence (AI) chip sales will grow at 29% annually through 2030. Semiconductor companies Nvidia (NVDA 3.13%) and Arm Holdings (ARM 1.22%) are major players in that market, and shares have rocketed 166% and 100%, respectivley, year to date. But most Wall Street analysts expect the stocks to move in opposite directions over the next year.Nvidia has a median 12-m ...

文章核心观点 - 艾奇斯科技(Egis Technology)和阿尔科微电子(Alcor Micro Corp.)加入Arm® Total Design生态系统,共同开发基于Arm Neoverse™ Compute Subsystems (CSS)的芯片解决方案,针对高性能计算(HPC)和生成式AI应用市场 [1][2][3] - 这一合作将加速Arm架构芯片技术在AI HPC服务器芯片中的商业化和更广泛应用,提高灵活性和可扩展性 [3] - 该合作有助于推动芯片组架构和生成式AI技术的发展,加速生成式AI在各行业的应用,为全球AI HPC市场提供更具竞争力的芯片解决方案 [3] 公司层面 - 艾奇斯科技将贡献其UCIe IP,这是一种用于芯片组架构的关键互连接口 [2] - 阿尔科微电子将提供其先进的Chip-on-Wafer-on-Substrate (CoWoS)®封装服务和芯片组设计专业知识 [2] - Arm将提供其最新的Neoverse CSS V3平台,以实现高性能、低延迟和高度可扩展的AI服务器解决方案 [2][3] 行业层面 - 随着生成式AI应用的不断普及,对HPC的需求正在以前所未有的速度增长 [3] - 该合作有助于推动AI芯片技术的转型,为全球客户提供更具竞争力的高性能解决方案 [3]

Arm Holdings' growth story could be just getting started as new products and services emerge from the chip revolution.A couple of years ago, semiconductor specialist Nvidia attempted to acquire a little-known company called Arm Holdings (ARM 6.84%).Unfortunately for Nvidia, the company abandoned the deal as long-winded court cases revolving around antitrust concerns seemed to have no end in sight. Following the failed acquisition, Arm pursued an initial public offering (IPO) -- hitting the Nasdaq last Septe ...

These three stocks are well-positioned to be big winners over the next 10 years.Who wouldn't want to have a $1 million nest egg going into their retirement?According to a recent CNBC survey, only 16% of respondents said they had that much when they retired -- and that was counting all of their assets. But if you want to get there, the easiest way to do it is by setting aside money and investing it in the stock market. You could choose to buy index funds such as those that track the S&P 500 -- that strategy ...

文章核心观点 - 英国半导体公司Arm Holdings (ARM)在上市一年多后,其股价已经上涨121% [1] - Arm的强劲股市表现归功于公司的稳健增长和良好前景 [1] - 半导体市场的持续增长以及人工智能等新兴催化剂为公司带来了有利条件 [1] 公司增长驱动因素 - Arm的可寻址市场规模表明其强劲增长势头将持续 [2][3][4] - 公司许可协议和专利费收入机会为其带来了健康的收入管线 [2][3][4] - 新一代Armv9架构的采用提升了每芯片的专利费收入 [4] - Arm在多个终端市场如汽车、物联网、云计算和网络设备等均占据较高的市场份额 [5] 未来发展前景 - 根据分析师预测,Arm未来5年的年均收益增长率可达31% [6] - 按此增长率计算,Arm 5年后的每股收益可达4.90美元 [6] - 若公司股价市盈率为46倍,则股价可达225美元,较当前价格上涨60% [7] - 如果市场给予Arm更高的市盈率,其股价涨幅可能会更大 [7]

Shares of Arm Holdings plc (ARM) have experienced a notable decline, dropping 19.1% in the past three months, while the broader industry has risen 5.1%.In the most recent trading session, ARM closed at $136.08, which is 28% below its 52-week high of $188.75. Despite this recent dip, ARM's stock has still surged an impressive 81% year to date, indicating that the current downturn may be part of a market correction.With this recent drop in ARM's share price, many investors are wondering if this presents a buy ...

Sales are reportedly weak at a key partner.Shares of Arm Holdings (ARM -4.85%) were heading lower on reports of disappointing early sales results from Apple's (AAPL -2.91%) iPhone 16, the new smartphone it just released that will include Apple Intelligence, its new artificial intelligence (AI) platform.Arm makes roughly half of its royalty revenue from the iPhone, so it wasn't surprising to see the stock reacting poorly to the news.Arm stock closed down 4.9%, while Apple lost 2.9%. iPhone 16 is off to a wea ...

These chip stocks could soar over the next few years.The S&P 500 has rocketed 49% since bottoming out in 2022. The good news is that we're less than two years into this bull market, and the average bull market lasts 4.9 years with an average return of 177%, according to Stifel. History says investors are looking at several more years of easy pickings.Leading semiconductor makers, which serve artificial intelligence (AI) training needs, have seen their share prices soar over the past year. But two Wall Stree ...