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恩智浦

226.86

+6.202.81%

盘后：225.50-1.3600-0.60%16:24 EST

成交量：581.85万

成交额：13.12亿

市值：570.95亿

市盈率：28.54

高：228.47

开：219.45

低：217.66

收：220.66

52周最高：255.45

52周最低：148.09

股本：2.52亿

流通股本：2.52亿

量比：1.34

换手率：2.31%

股息：4.06

股息率：1.79%

每股收益(TTM):7.95

每股收益(LYR):7.95

净资产收益率：20.70%

总资产收益率：7.48%

市净率：5.68

市盈率(LYR):28.54

数据加载中...

总览公司新闻资讯公告

TD COWEN：将恩智浦目标价下调至250美元

小摩上调恩智浦目标价至250美元

异动解读 | 汽车业务营收不及预期引发市场担忧，恩智浦盘中大跌7.28%

异动解读 | 汽车业务营收不及预期引发市场担忧，恩智浦盘前大跌5.66%

周二值得关注的股票：PayPal、百事可乐、美国超微公司——华尔街日报

异动解读 | 汽车业务营收不及预期引发市场担忧，恩智浦夜盘大跌5.47%

Q1营收指引超预期难抵汽车业务复苏乏力恩智浦(NXPI.US)盘后应声走低

恩智浦半导体去年四季度营收33.4亿美元

每日经济新闻

异动解读 | 汽车业务不及预期引发担忧，恩智浦盘后大跌6.53%

Q4营收与指引双双超预期，汽车业务拖后腿，恩智浦股价盘后跌超4%

华尔街见闻

三星、SK 海力士警告人工智能热潮将挤压 PC 和手机芯片供应

财报前瞻｜恩智浦本季度营收预计增6.51%，机构观点偏乐观

韩国总统李在明与意大利总理梅洛尼举行峰会将加强AI和芯片领域合作

环球市场播报

半导体行业复苏“温差”大：存储芯片火爆，其他品类疲软，大摩看好这些AI受益股

CES2026｜恩智浦的AI转型

恩智浦全新UCODE X为大规模应用带来领先的RAIN RFID性能

年度“购物清单”大公开：海外半导体巨头眼中，什么公司值钱？

恩智浦“退场”，射频PA市场格局重构

半导体行业观察

低压氮化镓企业全景梳理

打不赢中国企业！继台积电后，美国芯片大厂也退出不玩了

Ofweek光电信息网

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汽车业务营收不及预期引发市场担忧，恩智浦盘前大跌5.66%","url":"https://stock-news.laohu8.com/highlight/detail?id=1174948459","media":"异动解读","labels":["movement"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1174948459?lang=zh_cn&edition=fundamental","pubTime":"2026-02-03 21:06","pubTimestamp":1770123970,"startTime":"0","endTime":"0","summary":"恩智浦今日盘前股价大幅下挫5.66%，引起了市场的广泛关注。消息面上，公司此前公布了2025年第四季度财务报告。市场对恩智浦在汽车芯片市场的复苏速度感到担忧，这种情绪盖过了整体业绩指引带来的利好。行业背景方面，恩智浦与意法半导体、德州仪器等同行一样，持续受到疫情后芯片供应过剩的影响。此前有同行公司指出，汽车市场“尚未稳定”，这些宏观因素进一步加剧了投资者对行业复苏进程的疑虑，共同导致了股价在盘前承压下跌。","market":"hk","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"movement","news_rank":0,"length":0,"strategy_id":0,"source":"ai_movement_cn","symbols":["NXPI"],"gpt_icon":0},{"id":"1182267894","title":"周二值得关注的股票：PayPal、百事可乐、美国超微公司——华尔街日报","url":"https://stock-news.laohu8.com/highlight/detail?id=1182267894","media":"投资观察","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1182267894?lang=zh_cn&edition=fundamental","pubTime":"2026-02-03 20:37","pubTimestamp":1770122252,"startTime":"0","endTime":"0","summary":"辉瑞最新财报显示，这家制药巨头季度销售额出现下滑，并意外录得亏损，主要因其新冠疫苗和抗病毒药物的市场需求持续萎缩。盘前交易中，该公司股价下跌约1%。PayPal预警称，由于核心品牌结算业务增长乏力，今年盈利可能面临下滑。该公司同时宣布，惠普首席执行官恩里克·洛雷斯将于三月接任PayPal CEO一职。消息公布后，其股价在盘前暴跌15%。美国超微公司与亿滋等企业将于美股收盘后公布业绩。","market":"hk","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["AMDL","IE0002270589.USD","LU1883839398.USD","SG9999011175.SGD","LU0130102774.USD","BK4227","LU1066053197.SGD","LU1989771016.USD","LU1861558580.USD","LU1061106388.HKD","IE00BZ199S13.USD","LU2247934214.USD","LU2458330169.SGD","BK4554","LU2931357623.SGD","LU1057294990.SGD","BK4535","IE00BMPRXN33.USD","IE00BQXX3C00.GBP","LU1066051498.USD","IE00B19Z3B42.SGD","PYPY","SG9999015341.SGD","LU2089984988.USD","LU0348723411.USD","BK4504","LU1093756325.SGD","LU1244550494.USD","LU0321505439.SGD","LU0868494617.USD","LU1116320901.HKD","SG9999002224.SGD","LU0006306889.USD","IE00BJT1NW94.SGD","BK4177","LU0985481810.HKD","LU0320765646.SGD","LU0082616367.USD","LU1917777945.USD","LU1934455277.USD","LU2272731782.SGD","SG9999014567.USD","LU1291159041.SGD","BK4170","LU0823434583.USD","LU1242518857.USD","LU1974910355.USD","SG9999014575.USD","LU1023059063.AUD","LU1280957306.USD","LU2361044865.SGD","LU0122379950.USD","MRK","SG9999001176.USD","LU1316542783.SGD","IE00B2B36J28.USD","LU2106854487.HKD","LU0070302665.USD","SG9999003800.SGD","AMDD","AMDU","LU0477156953.USD","LU2360107325.USD","IE00B19Z3581.USD","LU1934455863.HKD","LU0130517989.USD","LU0648001328.SGD","AMD","LU0321505868.SGD","LU1093756168.USD","LU0225284248.USD","SG9999015358.SGD","LU0289739699.SGD","LU1035773651.USD","LU2264538146.SGD","IE00BD6J9T35.USD","BK4566","PYPG","LU0162691827.USD","LU0225771236.USD","BK4532","PYPL","BK4581","BK4516","BK4599","LU0965509101.SGD","BK4529","LU1037948897.HKD","BK4575","LU1571399168.USD","LU0011850046.USD","LU0198837287.USD","SG9999014542.SGD","LU1988902786.USD","LU1064131342.USD","IE00BLSP4452.SGD","BK4559","LU0058720904.USD","BK4551","LU0320765489.SGD","AMDY","DAMD","LU0238689110.USD","LU0289960550.SGD","LU0889565833.HKD","LU0738911758.USD","LU0266013472.USD","BK4534","IE0004445239.USD","IE00B4R5TH58.HKD","IE00BMPRXR70.SGD","LU0949170772.SGD","LU1066051811.HKD","LU0265550359.USD","LU1242518931.SGD","LU0306807586.USD","BK4141","IE00BJJMRZ35.SGD","PFE","IE00BQXX3D17.EUR","LU1430594728.SGD","LU0109392836.USD","LU1668664300.SGD","LU0545039389.USD","LU0072461881.USD","LU0640476718.USD","LU2324357040.USD","LU0211331839.USD","LU1699723380.USD","BK4106","BK4573","BK4561","LU0170899867.USD","LU0203347892.USD","LU1989764664.SGD","LU1880398554.USD","LU1585245621.USD","IE00BBT3K403.USD","LU1989772840.SGD","IE000M9KFDE8.USD","LU1983299246.USD","LU2125154778.USD","LU1069347547.HKD","BK4550","LU1162221912.USD","LU1992135472.HKD","LU1861559042.SGD","LU1037948541.HKD","LU0661504455.SGD","LU1989772923.USD","LU2023250504.SGD","LU0719512351.SGD","IE00B5949003.HKD","LU0106261372.USD","BK4598","SG9999001176.SGD","LU0823421416.USD","AMUU","LU0553294199.USD","BK4612","PEP","LU1861214812.USD","LU1894683348.USD","LU1861217088.USD","LU0203345920.USD","AMDW","LU0965508806.USD","LU1929549753.HKD","LU1803068979.SGD","LU1941712348.USD","LU1923623000.USD","LU1951198990.SGD","SGXZ57979304.SGD","LU0823421333.USD","IE0009355771.USD","IE00BFTCPJ56.SGD","LU1861219969.SGD","BK4527","LU2054465674.USD","LU0306806265.USD","LU1934455194.USD","LU0127658192.USD","LU1880398471.USD","IE00BQXX3F31.USD","LU2023250843.SGD","LU0081259029.USD","LU2112291526.USD","LU0456855351.SGD","LU0158827948.USD","LU2250418816.HKD","BK4604","LU1941712264.USD","LU0642271901.SGD","LU1992135399.USD","LU0432979614.USD","BK4588","SG9999001440.SGD","LU1116320737.USD","BK4543","LU1791807156.HKD","LU1201861249.SGD","LU1003077747.HKD","LU0390134368.USD","LU1861220207.SGD","LU1852331112.SGD","LU0265550946.USD","LU2125154935.USD","LU2360106780.USD","LU2360032135.SGD","LU1244550221.USD","LU1951200564.SGD","NXPI","AMYY","LU0006061336.USD","LU0823434740.USD","LU2272731600.USD","MDLZ","LU2089284900.SGD","AMDG","LU2089283258.USD","LU0175139822.USD","LU2461242641.AUD","LU0980610538.SGD","IE0009356076.USD","LU2098885051.SGD","IE00BLSP4239.USD","LU1303367103.USD","BK4585","LU2133065610.SGD","LU0056508442.USD","BK4212","LU1046421795.USD","LU2360107671.USD","BK4605","BK4512","LU0106831901.USD","LU0985320562.USD","LU2458330243.SGD","IE0002141913.USD","BK4533","BK4007","IE00B3T34201.USD","LU2023251221.USD","LU1718418525.SGD","LU0098860793.USD","SG9999014559.SGD","LU2361045086.USD","LU2361044949.HKD","SG9999002232.USD","LU1894683264.USD","LU2089985449.USD","LU2468319806.SGD","SG9999013999.USD","LU1244550577.SGD","LU2355687059.USD","BK4614","LU0965509010.AUD","LU0274383776.USD","BK4568","LU0208291251.USD","LU0965509283.SGD","BK4592","BK4524","LU0234572021.USD","LU1066051225.USD","LU0861579265.USD","LU1823568750.SGD","IE00BSNM7G36.USD","IE00BN8TJ469.HKD","IE00B1BXHZ80.USD","LU0979878070.USD","B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| 汽车业务营收不及预期引发市场担忧，恩智浦夜盘大跌5.47%","url":"https://stock-news.laohu8.com/highlight/detail?id=1198667201","media":"异动解读","labels":["movement"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1198667201?lang=zh_cn&edition=fundamental","pubTime":"2026-02-03 09:31","pubTimestamp":1770082288,"startTime":"0","endTime":"0","summary":"恩智浦在今日夜盘交易时段股价大幅下挫5.47%，引起了市场的广泛关注。消息面上，公司盘后公布了第四季度财务报告。市场对恩智浦在汽车芯片市场的复苏速度感到担忧，这种情绪盖过了整体业绩指引带来的利好。行业背景方面，恩智浦与意法半导体、德州仪器等同行一样，持续受到疫情后芯片供应过剩的影响。此前有同行公司指出，汽车市场“尚未稳定”，这些宏观因素进一步加剧了投资者对行业复苏进程的疑虑，共同导致了股价在夜盘承压下跌。","market":"hk","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"movement","news_rank":0,"length":0,"strategy_id":0,"source":"ai_movement_cn","symbols":["NXPI"],"gpt_icon":0},{"id":"2608164738","title":"Q1营收指引超预期难抵汽车业务复苏乏力 恩智浦(NXPI.US)盘后应声走低","url":"https://stock-news.laohu8.com/highlight/detail?id=2608164738","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2608164738?lang=zh_cn&edition=fundamental","pubTime":"2026-02-03 07:25","pubTimestamp":1770074740,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，芯片制造商恩智浦公布了好于预期的2026年第一季度营收指引，但由于其在汽车市场的增长略低于预期，截至发稿，该股周一美股盘后跌近5%。财报显示，恩智浦Q4营收同比增长7%至33.4亿美元，好于分析师平均预期的33亿美元。恩智浦主要向汽车行业供应芯片，该行业贡献了公司超过一半的营收。恩智浦与意法半导体和德州仪器等同行一样，一直受到疫情后芯片供应过剩的影响。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["earning"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1400795.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["NXPI"],"gpt_icon":0},{"id":"2608815358","title":"恩智浦半导体去年四季度营收33.4亿美元","url":"https://stock-news.laohu8.com/highlight/detail?id=2608815358","media":"每日经济新闻","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2608815358?lang=zh_cn&edition=fundamental","pubTime":"2026-02-03 06:22","pubTimestamp":1770070948,"startTime":"0","endTime":"0","summary":"每经AI快讯，2月3日，恩智浦半导体公布财报显示，公司2025年四季度营收33.4亿美元，分析师预期33亿美元。公司预计2026年一季度营收30.5亿-32.5亿美元，分析师预期30.9亿美元。恩智浦半导体美股盘后下跌6.5%。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"stock_eastmoney","url":"http://finance.eastmoney.com/a/202602033639142416.html","rn_cache_url":null,"directOrigin":true},"property":["earning"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://finance.eastmoney.com/a/202602033639142416.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"stock_eastmoney","symbols":["LU2360107325.USD","NXPI","BK4604","LU2272731600.USD","LU2133065610.SGD","LU1992135472.HKD","LU2247934214.USD","LU1046421795.USD","BK4605","LU0289960550.SGD","BK4588","BK4141","LU1718418525.SGD","BK4535","LU1992135399.USD","LU2272731782.SGD","BK4612","LU1861219969.SGD","LU0175139822.USD","BK4585","LU1823568750.SGD","LU1861214812.USD","LU0348723411.USD","BK4512","BK4561","IE00BZ199S13.USD","IE00BD6J9T35.USD"],"gpt_icon":0},{"id":"1137441679","title":"异动解读 | 汽车业务不及预期引发担忧，恩智浦盘后大跌6.53%","url":"https://stock-news.laohu8.com/highlight/detail?id=1137441679","media":"异动解读","labels":["movement"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1137441679?lang=zh_cn&edition=fundamental","pubTime":"2026-02-03 06:06","pubTimestamp":1770070001,"startTime":"0","endTime":"0","summary":"恩智浦(NXPI)今日盘后股价大幅下跌6.53%，引发了市场关注。消息面上，公司盘后公布了第四季度财报。尽管四季度营收33.4亿美元及一季度营收指引中值均超出分析师预期，但其核心的汽车业务第四季度营收为18.76亿美元，未达到分析师预期的18.9亿美元。此外，公司经调整后的营业利润率也略低于预期。市场对恩智浦在汽车市场的复苏速度感到担忧，这种情绪盖过了整体业绩指引的利好。行业背景方面，芯片供应过剩的影响仍在持续，同行公司也指出汽车市场“尚未稳定”。这些因素共同导致了股价在盘后交易时段承压下跌。","market":"sg","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-2","news_top_title":null,"news_tag":"movement","news_rank":0,"length":0,"strategy_id":0,"source":"ai_movement_cn","symbols":["NXPI"],"gpt_icon":0},{"id":"2608139388","title":"Q4营收与指引双双超预期，汽车业务拖后腿，恩智浦股价盘后跌超4%","url":"https://stock-news.laohu8.com/highlight/detail?id=2608139388","media":"华尔街见闻","labels":["conferences","dataReport","movement"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2608139388?lang=zh_cn&edition=fundamental","pubTime":"2026-02-03 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和手机芯片供应","url":"https://stock-news.laohu8.com/highlight/detail?id=2607088169","media":"路透中文","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2607088169?lang=zh_cn&edition=fundamental","pubTime":"2026-01-29 18:20","pubTimestamp":1769682057,"startTime":"0","endTime":"0","summary":"三星、SK 海力士警告人工智能热潮将挤压 PC 和手机芯片供应Heekyong Yang/Hyunjoo Jin. 三星表示，这种扩张在 2026 年和 2027 年仍将受到限制。\"SK 海力士在财报电话会议上表示：\"由于近期内存芯片价格飙升，个人电脑和手机客户正在调整采购量。HBM 芯片用于构建人工智能芯片组。SK 海力士周四誓言要保持其在下一代 HBM4 芯片领域 \"压倒性 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10:03","pubTimestamp":1769392990,"startTime":"0","endTime":"0","summary":"恩智浦将于2026年02月02日发布最新季度财报，市场关注营收与盈利复苏节奏及汽车与工业物联网业务的增长韧性。上季度恩智浦营收31.73亿美元，同比下降2.37%；毛利率为56.32%，同比变化未披露；归属母公司净利润为6.31亿美元，同比变化未披露、环比增长41.80%；净利率19.89%，同比变化未披露；调整后每股收益为3.11美元，同比下降9.86%。","market":"hk","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":"财报前瞻｜恩智浦本季度营收预计增6.51%，机构观点偏乐观","news_tag":"earningPreview","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["NXPI"],"gpt_icon":0},{"id":"2604690403","title":"韩国总统李在明与意大利总理梅洛尼举行峰会 将加强AI和芯片领域合作","url":"https://stock-news.laohu8.com/highlight/detail?id=2604690403","media":"环球市场播报","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2604690403?lang=zh_cn&edition=fundamental","pubTime":"2026-01-19 12:20","pubTimestamp":1768796438,"startTime":"0","endTime":"0","summary":"韩国青瓦台表示，韩国总统李在明和意大利总理梅洛尼周一同意扩大在人工智能、航空航天、芯片和关键矿产等领域的合作。正在韩国访问的梅洛尼与李在明举行了峰会。青瓦台在声明中表示，两国签署了芯片产业合作的谅解备忘录，其中包括与人工智能相关的合作。声明表示，两国领导人也同意加强共同努力，发展富有韧性而可靠的关键矿产供应链。梅洛尼和李在明还讨论了在联合研究项目和交流、旅游和文化合作方面的协作，并重申对朝鲜半岛无核化的承诺。\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：王永生","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.sina.com.cn/stock/usstock/c/2026-01-19/doc-inhhvfrx1334617.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"sina_us","symbols":["KEP","BK4585","KB","BK4535","NXPI","BK4588"],"gpt_icon":0},{"id":"2603668948","title":"半导体行业复苏“温差”大：存储芯片火爆，其他品类疲软，大摩看好这些AI受益股","url":"https://stock-news.laohu8.com/highlight/detail?id=2603668948","media":"智通财经","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2603668948?lang=zh_cn&edition=fundamental","pubTime":"2026-01-14 10:26","pubTimestamp":1768357578,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，摩根士丹利援引半导体行业顶级贸易机构数据指出，11月全球半导体销售略有放缓，但存储芯片市场依旧表现亮眼。分产品门类来看，分立器件表现不及预期，销售额环比下滑4.1%，不仅低于摩根士丹利预测的零增长，也差于10年历史均值的0.7%降幅。尽管11月半导体销售额环比小幅回落，摩根士丹利分析师仍对行业前景持乐观态度，并明确看好恩智浦、亚德诺等部分企业。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260114104337a71814a5&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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07:55","pubTimestamp":1768348540,"startTime":"0","endTime":"0","summary":"芝能智芯出品在CES 2026上，恩智浦的发布内容有S32N7为核心的软件定义汽车平台、与GE医疗合作推进的医疗边缘AI应用，以及全新eIQ Agentic AI框架所代表的智能体AI技术路线。小结恩智浦在CES 2026上的发布围绕“安全边缘智能”的系统性布局：在汽车领域，通过S32N7推动车辆核心计算的集中化；在医疗领域，通过边缘AI提升急症护理的智能化和可靠性；在AI技术层面，通过Agentic AI框架构建自主智能体能，形成了从硬件平台、软件框架到开发生态的完整闭环。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260114075828a4c0945b&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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18:17","pubTimestamp":1768213067,"startTime":"0","endTime":"0","summary":"上篇文章中芯师爷盘点了国内半导体企业的年度并购《“大鱼吃小鱼”：一文看懂2025年度国内半导体收购》，本文，我们将继续盘点海外半导体巨头的年度“购物清单”。英特尔接近敲定收购SambaNova Systems交易金额：行业预估低于50亿美元公开时间：12月10日交易双方主营业务英特尔：全球领先的半导体芯片制造商，专注于CPU、GPU、AI加速器及数据中心解决方案。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260112194311a4ba87cb&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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09:29","pubTimestamp":1768181369,"startTime":"0","endTime":"0","summary":"行业震荡与供应链重构的连锁反应恩智浦的全面退出，犹如向平静的湖面投下一块巨石，涟漪迅速波及整个产业链，给全球射频市场带来了直接且剧烈的冲击。短期内，PA芯片可能面临供应紧张与价格上涨的双重压力。与此同时，Macom，博威等厂商也将积极参与角逐，全球5G PA市场的竞争格局正在迎来深度重构。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260112093619a4b872c2&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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11:28","pubTimestamp":1767497290,"startTime":"0","endTime":"0","summary":"低压氮化镓企业GaNFET.com对各大氮化镓企业进行系统梳理，可见十余家知名低压氮化镓厂商赫然在列。企业类型从数据来看，低压氮化镓企业以IDM为主导，IDM占8家，占比80%，Fabless企业2家，占比20%。简单看过数据分析，充电头网继续为您介绍行业这些低压氮化镓企业。公司被评为国家级高新技术企业、广东省专精特新中小企业，广东省科技型中小企业、广州未来独角兽企业，以及荣获“中国氮化镓器件十强企业奖”等诸多奖项。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260104114533a6f070b7&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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10:24","pubTimestamp":1767493440,"startTime":"0","endTime":"0","summary":"众所周知，在2025年7月份的时候，台积电做了一个决定，那就是逐步停止GaN（氮化镓）芯片代工，退出市场。而近日，又一家美国芯片大厂恩智浦，也计划退出氮化镓相关业务，不再从事这一业务了。事实上，目前在全球GaN市场，不管是台积电，还是恩智浦，其实都是大厂，这一下要退出，让整个市场都产生了震荡。所以最后总结起来，主要还是因为中国企业的原因，导致台积电、恩智浦退出了市场。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260104103406a49942ce&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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