美股詳情

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安森美半導體

45.40

+1.523.46%

盤後：45.400.00000.00%19:56 EST

成交量：1,034.18萬

成交額：4.65億

市值：191.33億

市盈率：12.51

高：46.04

開：43.87

低：43.58

收：43.88

資料載入中...

總覽公司新聞公告

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數據中心：Meta和微軟的自研ASIC產業鏈2025年變化相對較小

【SK ON正就向美國日產工廠供應電池進行談判】SK ON正就向美國日產工廠供應電池進行談判。

截至1月17日美棉On-Call週報

【半導體概念股漲跌各異，Arm跌超7.4%，美光跌超4%，英偉達大致收平】週四，Arm控股收盤迴調7.43%，美光科技跌4.02%，阿斯麥ADR、應用材料、萬機儀器MKSI、拉姆研究、萊迪斯半導體、泰瑞達TER至少跌2.2%，ASM國際ADR、格芯、超微電腦、英特爾、Wolfspeed至少跌超1.1%。英偉達、英偉達兩倍做多ETF則收漲約0.1%，科技行業ETF漲幅不到0.2%，安森美半導體漲超0.4%，臺積電ADR漲超0.6%，安費諾APH漲0.9%，意法半導體ADR漲超1.3%，德州儀器漲超1.8%，高通漲超2.4%，Qorvo漲4%，Silvaco漲15.41%。

GPU芯片，鉅變前夜

Ofweek维科网

海納國際集團：維持ON Semiconductor(ON.US)評級，由Positive調整至Positive評級, 目標價由80.00美元調整至70.00美元。

再赴港上市，峯岹科技股價攀升衝擊200億市值

【奧比中光：MX系列芯片完成5次迭代升級】金融界1月22日消息，奧比中光披露投資者關係活動記錄表顯示公司自研的MX系列結構光深度引擎芯片已完成5次迭代升級，是系統級SoC芯片，支持“結構光+主動雙目/被動雙目”，並搭載於Gemini 330系列雙目3D相機中，可適應強光、暗光等複雜環境，目前已廣泛應用於機器人領域。

羅姆更換總裁，或將裁員重組

半导体行业观察

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安森美：完成對Qorvo碳化硅JFET技術的收購

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Gangtise投研\n　　分析师表示，Meta和微软的自研ASIC产业链2025年变化相对较小。Meta的算力芯片出货时间在2025H2，预期出货量为20~30万张，难以达到谷歌或亚马逊的量级，且Meta做云主要是自用，与其他几家不同。微软的自研芯片出货可能要到2026年，海外机构对其初步预期出货量为150~160万颗，投资微软链上的供应链供应商可能在2025H2挖掘更合适。\n\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：王其霖","market":"fut","thumbnail":null,"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/hkstock/2025-01-24/doc-inefzsek2930621.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","symbols":["IE00BD6J9T35.USD","LU0097036916.USD","LU1623119135.USD","LU0094547139.USD","LU1814569148.SGD","LU1839511570.USD","LU2237443382.USD","LU0128525929.USD","LU2764263203.CNY","LU0960925559.SGD","LU1674673691.USD","LU1506573853.SGD","LU2505996681.GBP","LU0879622024.SGD","LU0347712357.USD","LU0203201768.USD","LU0061475181.USD","LU1629891620.HKD","IE00BBT3K403.USD","LU2125154778.USD","LU0949170772.SGD","LU2413666699.HKD","SG9999002232.USD","LU0784385840.USD","LU2191332357.HKD","LU0823421416.USD","LU2505996509.AUD","ON","LU0124384867.USD","LU0985320562.USD","LU2764263039.SGD","IE00BSNM7G36.USD","LU2279689827.SGD","MSFT","LU1267930730.SGD","LU0757359954.USD","LU0511384066.AUD","LU0823434583.USD","LU0661504455.SGD","LU1323610961.USD","LU1978683503.SGD","LU2106854487.HKD","LU2092937148.SGD","LU0557290698.USD","LU2413666426.HKD","LU0011850046.USD","LU2213496289.HKD","LU0823417653.USD","LU1732800096.USD","IE0009356076.USD"],"gpt_icon":0},{"id":"2505768530","title":"【SK ON正就向美國日產工廠供應電池進行談判】SK ON正就向美國日產工廠供應電池進行談判。","url":"https://stock-news.laohu8.com/highlight/detail?id=2505768530","media":"金融界","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2505768530?lang=zh_tw&edition=fundamental","pubTime":"2025-01-24 08:20","pubTimestamp":1737678052,"startTime":"0","endTime":"0","summary":"SK ON正就向美国日产工厂供应电池进行谈判。","market":"sh","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://24h.jrj.com.cn/2025/01/24082047771551.shtml","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":"jinrongjie_stock","symbols":["IE00BD6J9T35.USD","LU1720051108.HKD","BK4585","LU1854104046.USD","BK4141","LU1861215975.USD","LU2298322129.HKD","159796","ON","IE00BZ199S13.USD","LU0348723411.USD","LU2360107325.USD","LU1861220033.SGD","LU0124384867.USD","LU2357305700.SGD","LU0724618433.USD","LU1720051017.SGD","LU1548497426.USD","LU1854103824.USD","LU1861219969.SGD","BK4512","LU1978683503.SGD","LU1861214812.USD","BK4588"],"gpt_icon":0},{"id":"2505270740","title":"截至1月17日美棉On-Call週報","url":"https://stock-news.laohu8.com/highlight/detail?id=2505270740","media":"金十财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2505270740?lang=zh_tw&edition=fundamental","pubTime":"2025-01-24 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Semiconductor(ON.US)評級，由Positive調整至Positive評級, 目標價由80.00美元調整至70.00美元。","url":"https://stock-news.laohu8.com/highlight/detail?id=2505477114","media":"金融界","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2505477114?lang=zh_tw&edition=fundamental","pubTime":"2025-01-23 02:03","pubTimestamp":1737569001,"startTime":"0","endTime":"0","summary":"海纳国际集团：维持ON Semiconductor(ON.US)评级，由Positive调整至Positive评级, 目标价由80.00美元调整至70.00美元。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://24h.jrj.com.cn/2025/01/23020347724421.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":"jinrongjie_stock","symbols":["ON"],"gpt_icon":0},{"id":"2505729744","title":"再赴港上市，峯岹科技股價攀升衝擊200億市值","url":"https://stock-news.laohu8.com/highlight/detail?id=2505729744","media":"蓝鲸财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2505729744?lang=zh_tw&edition=fundamental","pubTime":"2025-01-22 22:34","pubTimestamp":1737556498,"startTime":"0","endTime":"0","summary":"2024年末，英诺赛科登陆港交所，江波龙也发布了赴港上市的公告；2025年初，又一家百亿市值的半导体龙头宣布赴港上市。2022年4月，峰岹科技在科创板上市，再次赴港上市消息传出后，1月22日，公司股价再创新高，报收209.83元/股，总市值为194亿元。2024年9月上旬，峰岹科技的股价在105元/股上下徘徊，1月22日，四个月时间内，峰岹科技股价涨超百元，已近翻倍。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.lanjinger.com/d/249809","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":"lanjinger_stock","symbols":["LU0700851271.USD","LU0348816934.USD","LU1880383366.USD","LU1981816686.USD","LU0164880469.USD","LU2097828474.EUR","LU2097828631.EUR","LU0871576103.HKD","LU2097828805.USD","02577","ON","81810","LU1861219969.SGD","LU2778985437.USD","BK4585","LU0164865239.USD","BK1506","LU0348827113.USD","BK1502","LU2097828557.USD","LU0348814723.USD","LU0797268264.HKD","LU1303224171.USD","IE00BD6J9T35.USD","LU1720051108.HKD","LU0456827905.SGD","LU2039709279.SGD","LU0149721374.USD","LU0499858438.USD","LU0531971595.HKD","LU1720051017.SGD","BK1193","BK1575","LU0307460666.USD","LU0348723411.USD","LU0052750758.USD","BK4141","LU0417516902.SGD","LU0417516738.SGD","LU1105468828.SGD","LU0634319403.HKD","LU0320764599.SGD","BK1523","LU1023057109.AUD","LU1861220033.SGD","BK1589","LU0359201612.USD","BK4588"],"gpt_icon":1},{"id":"2505711314","title":"【奧比中光：MX系列芯片完成5次迭代升級】金融界1月22日消息，奧比中光披露投資者關係活動記錄表顯示公司自研的MX系列結構光深度引擎芯片已完成5次迭代升級，是系統級SoC芯片，支持“結構光+主動雙目/被動雙目”，並搭載於Gemini 330系列雙目3D相機中，可適應強光、暗光等複雜環境，目前已廣泛應用於機器人領域。","url":"https://stock-news.laohu8.com/highlight/detail?id=2505711314","media":"金融界","labels":["productRelease"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2505711314?lang=zh_tw&edition=fundamental","pubTime":"2025-01-22 18:09","pubTimestamp":1737540590,"startTime":"0","endTime":"0","summary":"金融界1月22日消息，奥比中光披露投资者关系活动记录表显示公司自研的MX系列结构光深度引擎芯片已完成5次迭代升级，是系统级SoC芯片，支持“结构光+主动双目/被动双目”，并搭载于Gemini 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