-Represents ACM’s First Delivery to Singapore-based Facility- FREMONT, Calif., Feb. 26, 2026 (GLOBE NEWSWIRE) -- ACM Research, Inc. (“ACM”) (NASDAQ: ACMR), a leading supplier of wafer and panel processing solutions for semiconductor and advanced packaging applications, announced the recent delivery of several 300mm single-wafer cleaning systems to a foundry customer’s front-end wafer fabrication facility in Singapore. This marks ACM’s first deployment to a Singapore-based fab and an important step in expand ...

TORONTO, Feb. 25, 2026 (GLOBE NEWSWIRE) -- Xanadu (Xanadu Quantum Technologies Inc.), a world leader in photonic quantum computing, in partnership with Mitsubishi Chemical, a major Japanese chemical manufacturer, has announced the release of a new paper detailing a novel quantum simulation technique for semiconductor chip research and development. The pre-print research paper provides a scalable technique for simulating quantum processes involved in extreme ultraviolet (EUV) lithography, a wafer patterning ...

Investor Presentation February 2026 PHOTRONICS Safe Harbor Statement PHOTRONICS This presentation and some of our comments during this presentation may contain projections or other forward-looking statements regarding future events, our future financial performance, and/or the future performance of the industry. These statements are predictions and contain risks and uncertainties. We refer you to the risk factors in our Annual Report on Form 10-K for the fiscal year ended October 31, 2025 and other subseque ...

Core Viewpoint - Silver's recent price surge is driven by structural demand from AI data centers, semiconductor manufacturing, and renewable energy, rather than traditional inflation or crisis factors [1]. Group 1: Structural Demand - Silver's usage in semiconductors and data centers is becoming transformative, indicating a shift towards capital-intensive, policy-supported investments with long time horizons [2]. - Solar energy remains a significant consumer of silver, while AI infrastructure adds steady, non-discretionary demand [4]. Group 2: Market Dynamics - Unlike previous cycles, silver has rallied even with subdued market volatility, suggesting that demand is driven by physical consumption rather than financial hedging [3]. - Supply constraints, including downstream bottlenecks and export restrictions, limit silver's ability to respond quickly to demand spikes, causing prices to gap higher [5]. Group 3: Investment Perspective - Silver is increasingly viewed as a strategic industrial metal linked to global electrification and computing developments, moving away from its previous characterization as a volatile asset [6]. - If trends in AI and solar energy continue, the investment cycle for silver may be changing, leading to long-term allocations replacing short-term trades [6].

Core Insights - Silver's recent price surge is driven by structural demand from AI data centers, semiconductor manufacturing, and renewable energy, rather than inflation or geopolitical fears [1] - The shift in silver's demand dynamics indicates a potential permanent change in its trading behavior [1] Group 1: Industrial Demand - Silver's usage in semiconductors and data centers is becoming transformative, supported by capital-intensive and policy-backed investments [2] - Solar energy remains a significant consumer of silver, while AI infrastructure adds consistent, non-discretionary demand [4] Group 2: Market Dynamics - Unlike previous cycles, silver has rallied despite subdued market volatility, indicating that demand is driven by physical consumption rather than financial hedging [3] - Supply constraints, including downstream bottlenecks and export restrictions, have limited silver's ability to respond quickly to demand spikes, causing prices to gap higher [5] Group 3: Investment Perspective - Silver is increasingly viewed as a strategic industrial metal linked to global electrification and computing developments, moving away from its traditional role as a volatile asset like gold [6] - If trends in AI and solar energy continue, long-term allocations to silver may replace short-term trading strategies [6]

Core Viewpoint - Intel Corporation has shown significant improvement in stock performance following the appointment of Lip-Bu Tan as CEO, indicating a potential turnaround for the company in the competitive semiconductor industry [1][2]. Company Overview - Intel designs and manufactures processors, chips, memory, and related hardware, while also providing software, optimization solutions, and AI-enabled platforms [2]. - The company faced challenges from competitors like NVIDIA and AMD, particularly under the previous CEO Pat Gelsinger, whose ambitious plans negatively impacted Intel's performance [2]. Recent Developments - The appointment of Lip-Bu Tan as CEO has been pivotal, leading to a federal government bailout where the government took a nearly $9 billion stake in Intel [2]. - Following the government's involvement, NVIDIA also made a $5 billion investment in Intel, contributing to a positive shift in investor sentiment and stock performance [2]. - The cleanup of Intel's balance sheet has resulted in a more favorable narrative for the company, enhancing its attractiveness to investors [2].

Core Insights - The Trump administration has signed a significant multibillion-dollar trade deal with Taiwan aimed at enhancing U.S. domestic semiconductor manufacturing [1] Investment Details - Taiwanese semiconductor and tech companies will invest $250 billion directly into the U.S. semiconductor industry, covering areas such as semiconductors, energy, and AI production and innovation [2] - Taiwan will also provide an additional $250 billion in credit guarantees for further investments from these companies, although the timeline for these investments remains unspecified [3] U.S. Commitment - In exchange, the U.S. will invest in Taiwan's semiconductor, defense, AI, telecommunications, and biotech sectors, but specific dollar amounts for U.S. investments were not disclosed [3] Context and Implications - This announcement follows a proclamation from the Trump administration emphasizing the need to increase semiconductor manufacturing in the U.S., noting that only 10% of semiconductors are currently produced domestically [4] - The proclamation highlighted the economic and national security risks associated with dependence on foreign supply chains, particularly in the semiconductor sector, which is crucial for the modern economy and national defense [5]

Core Insights - The U.S. government holds an 8.9% equity stake in Intel Corporation, acquired through the CHIPS Act and Secure Enclave program funds [1] - Intel's stock price has seen significant movement, with a 10.8% increase following President Trump's endorsement and a meeting with CEO Lip-Bu Tan [2] - The U.S. government's investment in Intel is viewed as a strategic move to bolster domestic semiconductor manufacturing [6] Company Overview - Intel Corporation is a leading technology company focused on semiconductor products, including microprocessors, chipsets, GPUs, and memory for various markets [4] - The company's market capitalization is approximately $210.5 billion, positioning it among the largest semiconductor firms globally [4] Stock Performance - Intel's stock has experienced a dramatic turnaround, rising from lows of around $17.67 earlier in 2025 to a closing price of $37.29 on January 13 [5][6] - The U.S. government's investment at about $20.47 per share has more than doubled in value, highlighting the impact of political support on market performance [6]

Core Insights - Applied Materials, Inc. (AMAT) is a leading player in the semiconductor industry, providing essential equipment, services, and software for semiconductor chip manufacturing, and serves major tech companies globally [1] Investment Sentiment - Susquehanna has set a price target of $400 for AMAT, indicating a potential upside of approximately 32.81% from its current trading price of $301.18, reflecting increased confidence in the company's future performance [2][6] - FengHe Fund Management Pte. Ltd. has acquired 97,500 shares of AMAT, valued at approximately $19.96 million, making AMAT about 1.8% of its investment portfolio [3][6] - Parnassus Investments LLC increased its stake in AMAT by 12.6%, acquiring an additional 422,231 shares, bringing its total to 3,761,185 shares valued at $770 million, while MASTERINVEST Kapitalanlage GmbH expanded its holdings by 8.8%, indicating strong institutional support for AMAT [4][6] Stock Performance - AMAT's stock is currently priced at $301.18, reflecting a 6.94% increase or $19.54, with a trading range today between $286.50 and $302.75, and a 52-week high of $302.78 and a low of $123.74 [5] - The market capitalization of AMAT is approximately $239.93 billion, with a trading volume of 9,427,640 shares, maintaining its significance on the NASDAQ exchange [5]

Company Overview - ACM Research is a technology company specializing in advanced cleaning and plating equipment for the semiconductor industry, leveraging proprietary technologies to meet the complex requirements of leading-edge chip fabrication [8] - The company generates revenue primarily through direct sales and third-party representatives under the Ultra C brand, targeting advanced wafer cleaning and plating solutions for global semiconductor manufacturers [9] - As of the latest data, ACM Research has a market capitalization of $2.59 billion, revenue of $880.35 million, and net income of $117.11 million [5] Investment Activity - Triata Capital increased its stake in ACM Research by 413,000 shares during the third quarter, resulting in a total holding of 2 million shares valued at $78.39 million [2][3] - This acquisition raised the position value by approximately $37.20 million compared to the previous quarter, making ACM Research the fourth-largest holding in Triata's portfolio, accounting for 9.15% of its 13F AUM [4][6] - As of September 30, Triata Capital reported total U.S. equity holdings of $856.81 million across 15 reportable positions [3] Stock Performance - ACMR shares were priced at $39.86, reflecting a remarkable increase of 162% over the past year, significantly outperforming the S&P 500, which rose about 15.5% during the same period [4]