23 March 2026 Global Semiconductor Capital Equipment Juho Hwang +852 2123 2632 juho.hwang@bernsteinsg.com Carmine Milano +44 20 7762 1857 carmine.milano@bernsteinsg.com China WFE Import Tracker (Jan & Feb 2026): YoY -23% but could be just monthly fluctuation due to CNY Qingyuan Lin, Ph.D. +852 2123 2654 qingyuan.lin@bernsteinsg.com Stacy A. Rasgon, Ph.D. +1 213 559 5917 stacy.rasgon@bernsteinsg.com David Dai, CFA +852 2918 5704 david.dai@bernsteinsg.com Zheng Cui +852 2123 2694 zheng.cui@bernsteinsg.com We ...

KLA Corporation (NASDAQ:KLAC) is one of the Good Stocks to Buy Now. KLA Corporation (NASDAQ:KLAC) held its analyst day on March 12, where the company reaffirmed its fiscal Q3 2026 outlook and also announced its 2030 targets. The stock has gained more than 9% since the analyst day. ​Following the event, Wolfe Research reiterated an Outperform rating on the stock with a price target of $1,800. During the event, management reaffirmed its fiscal Q3 guidance of revenue around $3.35 billion, along with a non-GA ...

In this article, we will look at the 9 Good Stocks to Buy Now.​On March 21, Tom Lee, CIO at Fundstrat, appeared on a CNBC Television interview to discuss the market potential amid the war. Despite the volatility and more than 7% year-to-date decline in the S&P 500 index, Lee maintains his target of 7,700 for the index. He noted that the 7,700 was already a modest target and assumed only modest P/E expansion. Moreover, the market has already been re-pricing the stocks on a P/E basis due to the volatility. Le ...

Which Chip Equipment Stock Now Offers the Smartest Dip Buy? - 24/7 Wall St. S&P 5006,421.20 -1.21% Dow Jones45,499.00 -1.31% Nasdaq 10023,318.20 -1.44% Russell 20002,462.48 -1.71% FTSE 1009,939.40 -0.20% Nikkei 22551,957.00 -1.38% Stock Market Live March 27, 2026: S&P 500 (SPY) Slips Despite Trump Deadline Extension Investing Which Chip Equipment Stock Now Offers the Smartest Dip Buy? By Trey ThoelckePublished Mar 27, 9:50AM EDT Quick Read Applied Materials (AMAT) reported Q1 FY2026 revenue of $7.01B dow ...

on 23-Mar-2026 23 March 2026 Global Semiconductors and Semiconductor Capital Equipment Global Semiconductors and Semicap: Do you believe in Elon? Stacy A. Rasgon, Ph.D. +1 213 559 5917 stacy.rasgon@bernsteinsg.com Mark Li +852 2123 2645 mark.li@bernsteinsg.com David Dai, CFA +852 2918 5704 david.dai@bernsteinsg.com Qingyuan Lin, Ph.D. +852 2123 2654 qingyuan.lin@bernsteinsg.com Arpad von Nemes +1 917 344 8461 arpad.vonnemes@bernsteinsg.com Yipin Cai, CFA +852 2123 2669 yipin.cai@bernsteinsg.com Juho Hwang + ...

划重点 ① 2026 年 3 月中东局势的动荡，虽然暴击了科技股，但也加速了美、欧、日乃至中东疯狂兴建 本土晶圆厂以确保供应韧性。这种"算力军备竞赛"让 ASML、AMAT 等巨头成为比黄金更具确 定性的硅基避险资产。 ② 2 纳米量产元年的到来触发了技术红利的集中爆发。ASML 凭借单台 3.5 亿美元的 High-NA EUV 光刻机实现利润收割，垄断地位不可撼动；而晶体管架构向 GAA 的跃迁，让 AMAT 在每 片晶圆捕捉的价值量提升 30%。从"量的扩张"向"质的跃迁"的演进，使得半导体设备巨头有望 实现估值与毛利的双重跨越。 ③ RockFlow 投研团队认为，押注美股半导体设备"三巨头"已成为震荡行情下最为理性的生存法 则：ASML 作为全球唯一掌握先进制程入场券的公司，只要人类对尖端芯片的追求不停止，它 就是永远的赢家；AMAT 凭借 80% 的工艺覆盖与先进封装的"降维打击"，成为算力基建最稳的 压舱石之一；KLAC 则作为 2nm 时代的"质量审计官"，在良率博弈中握有隐形高毛利霸权。 RockFlow 本文共4060字， 阅读需约14分钟 想进群看深度投研？现在就行动！ 点赞＋推荐＋分享 ...

In the latest close session, KLA (KLAC) was down 1.43% at $1,543.82. The stock fell short of the S&P 500, which registered a gain of 0.54% for the day. Elsewhere, the Dow saw an upswing of 0.66%, while the tech-heavy Nasdaq appreciated by 0.77%. Prior to today's trading, shares of the maker of equipment for manufacturing semiconductors had gained 3.95% outpaced the Computer and Technology sector's loss of 5% and the S&P 500's loss of 4.71%.The investment community will be paying close attention to the earni ...

Is KLAC a good stock to buy? We came across a bullish thesis on KLA Corporation on Market Sentiment’s Substack. In this article, we will summarize the bulls’ thesis on KLAC. KLA Corporation's share was trading at $1,498.67 as of March 20th. KLAC’s trailing and forward P/E were 43.63 and 30.40 respectively according to Yahoo Finance. Is KLAC a good stock to buy? A semiconductor. Photo by Tima Miroshnichenko on Pexels KLA Corporation, together with its subsidiaries, designs, manufactures, and markets proce ...

摘要： Filmetrics®成立于1995年，2019年加入KLA，专注薄膜厚度及方块电阻测量。凭借高光谱成 像、AutoBaseline™等技术，广泛应用于半导体、光电等领域。 特别提示 微信机制调整，点击顶部"仪器信息网" → 右上方"…" → 设为 ★ 星标，否则很可能无法看到我 们的推送。 我们今天课程的主角， 它是一个世界知名的仪器品牌， 它在薄膜厚度和方块电阻测量领域称霸了很多年，它成立于1 9 9 5年，于2 0 1 9年加入了KLA大 家庭，并成为KLA Inst rumentsTM业务的一部分， 它就是Filme t r i c s® ， 是什么让它在这个细分领域占据一席之地，答案就在它的发展史中。 1 9 9 5 Filme tri c s® F2 0 诞生 – 世界上少有的小巧紧凑、易于使用的薄膜测量仪器。 F2 0 是使用微型光纤光谱仪来测量薄膜厚度的仪器. 利用相干干涉产生的特征标志，分析从涂 有薄膜的表面反射的白光以测量薄膜厚度。 F2 0 易于使用且结构紧凑，借助桌面式个人计算机 和现代化的用户图形界面软件迅速增长的计算能力，使得以前因使用其他应用程序无法准确测 量薄膜的用户可 ...

ASML Stock, Chip Gear Peers Rise On Tesla's Terafab Plans | Investor's Business Daily BREAKING: Tesla Rallies After Elon Musk Announces 'Terafab' Project Semiconductor equipment stocks surged Monday after Tesla (TSLA) and SpaceX Chief Executive Elon Musk outlined plans to build a massive U.S. chip factory called the Terafab. ASML (ASML) stock approached a key level on the news. In a presentationon Saturday, Musk said the Terafabwill be built in Austin, Texas, and be jointly run by Tesla and SpaceX. The proj ...