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 ...

Cyclical tailwinds and the AI boom could make these two stocks big winners.Semiconductor stocks have soared recently, and it's not just the artificial intelligence (AI) boom.While the advent of generative AI is a key driver in the industry, the semiconductor sector is also bouncing back from a cyclical downturn that came after the pandemic as demand for electronics like PCs and smartphones slowed in the economic reopening.The cyclical recovery and demand surge for all things AI is creating opportunity in th ...

Key TakeawaysArm Holdings has been added to the PHLX Semiconductor Sector Index.Arm ADRs have jumped some 150% in just over a year as a publicly traded company.CEO Rene Haas said the decision by the index underscored his firm's rapid growth. High-flying Arm Holdings (ARM) on Friday announced that it has been added to the PHLX Semiconductor Sector Index (SOX), effective today. American depositary receipts (ADRs) of the chip and software design firm have soared about 150% since it began trading on the Nasdaq ...