Core Insights - SkyWater Technology (SKYT) achieved a significant turnaround in profitability in Q1 2025, with non-GAAP gross profit increasing to $14.8 million from $13.4 million, resulting in a gross margin of 24.2%, a 730-basis-point improvement year over year [2][10] - The launch of ThermaView in January 2025 has driven a 70% sequential increase in Wafer Services revenues, reaching $7.5 million, indicating a shift in SkyWater's product mix towards new offerings [3][10] - Management anticipates continued growth in Wafer Services throughout 2025, supported by customer ramps and a growing innovation pipeline, alongside the recent acquisition of Fab 25 to expand manufacturing capacity [4][10] Financial Performance - SkyWater expects both GAAP and non-GAAP gross margins to remain in the 23%-27% range for the full year 2025, with potential for further upside due to improved cost control and a more disciplined tools mix [5][10] - The Zacks Consensus Estimate for 2025 revenues is projected at $307.15 million, reflecting a 10.26% decline from 2024, while the estimated loss is pegged at 1 cent per share, indicating a sharp decline of 116.67% year-over-year [12] Competitive Landscape - GlobalFoundries (GFS) reported $1.6 billion in Q1 2025, significantly outpacing SkyWater, with strengths in strategic partnerships and AI-related semiconductor manufacturing [6] - ON Semiconductor (ON) focuses on intelligent power and sensing solutions, leveraging a vertically integrated model that provides cost advantages, particularly in the growing EV market [7] Share Price and Valuation - SkyWater shares have declined 23.3% year to date, contrasting with a 7% return in the broader Zacks Computer and Technology sector and a 13.4% rise in the Electronics – Semiconductors industry [8] - Currently, SkyWater is trading at a forward 12-month Price/Sales ratio of 1.48X compared to the industry's 8.6X, with a Value Score of B [11]

Core Viewpoint - ASM International N.V. is set to report its second quarter 2025 financial results on July 22, 2025, and will host a conference call on July 23, 2025, to discuss these results [1]. Company Overview - ASM International N.V. is headquartered in Almere, the Netherlands, and specializes in designing and manufacturing equipment and process solutions for semiconductor device production, particularly for wafer processing [3]. - The company operates facilities in the United States, Europe, and Asia, and its common stock is traded on the Euronext Amsterdam Stock Exchange under the symbol ASM [3]. Investor Relations - For inquiries, ASM provides contact information for investor and media relations, including Victor Bareño and Valentina Fantigrossi, along with their respective contact numbers and email addresses [4].

Dublin, June 23, 2025 (GLOBE NEWSWIRE) -- The "Sulfolane Global Market Insights 2025, Analysis and Forecast to 2030, by Manufacturers, Regions, Technology, Application" report has been added to ResearchAndMarkets.com's offering.Sulfolane is a polar organic solvent known for its high thermal stability, chemical inertness, and excellent solvency, widely used in semiconductor cleaning, electrolyte formulations, and aromatic hydrocarbon extraction. The industry is characterized by its focus on high-purity solv ...

About this content About Emily Jarvie Emily began her career as a political journalist for Australian Community Media in Hobart, Tasmania. After she relocated to Toronto, Canada, she reported on business, legal, and scientific developments in the emerging psychedelics sector before joining Proactive in 2022. She brings a strong journalism background with her work featured in newspapers, magazines, and digital publications across Australia, Europe, and North America, including The Examiner, The Advocate, ...

Core Viewpoint - ASML is a crucial player in the semiconductor manufacturing industry, known for its advanced EUV lithography technology, which is essential for producing high-performance microchips at scale [2][3][6][9]. Group 1: Company Overview - ASML is a Dutch company that designs and builds complex equipment for the semiconductor manufacturing industry, serving major clients like Taiwan Semiconductor Manufacturing, Samsung, and Intel [3][4]. - The company holds over 20,000 active patents protecting its technology, ensuring a strong competitive edge against potential rivals [10][7]. Group 2: Market Demand - The demand for semiconductor chips is expected to grow significantly, driven by advancements in technology and applications such as AI, home automation, and healthcare, with the global microchip market projected to grow at an average annual rate of 10.7% through 2034 [11][12][13]. Group 3: Financial Performance - ASML has demonstrated reliable profitability, consistently earning enough to sustain operations without incurring debt, even during challenging periods [14]. - The company has a forward-looking dividend yield of 1% and has engaged in substantial stock buybacks, repurchasing over $27 billion worth of its own stock since 2020 [16][17]. Group 4: Investment Opportunity - ASML's stock is currently considered undervalued, trading 27% below its peak from last July, with analysts setting a consensus price target of $857, indicating a potential upside [18][19]. - Despite some volatility and inconsistent revenue growth, ASML is viewed as a reliable investment for those willing to endure short-term fluctuations for long-term gains in the technology sector [20][23].

Core Viewpoint - ACM Research, Inc. is actively participating in the 15th Annual ROTH London Conference, indicating its commitment to engaging with institutional investors and showcasing its semiconductor processing solutions [1][2]. Company Overview - ACM Research, Inc. specializes in developing, manufacturing, and selling semiconductor process equipment, which includes cleaning, electroplating, stress-free polishing, vertical furnace processes, track, PECVD, and wafer- and panel-level packaging tools [3]. - The company aims to provide customized, high-performance, and cost-effective process solutions that enhance productivity and product yield for semiconductor manufacturers [3].

5月15日，台积电营运副总经理张宗生在其技术论坛上表示，台积电2017年到2020年平均一年建置3座新 厂，2021年到2024年平均每年新建5座厂，今年将进一步加快脚步，预计全球新建9座厂，包括8座晶圆 厂和1座先进封装厂。张宗生透露，位于新竹的晶圆20厂和高雄的22厂将是2纳米的量产基地，两座厂皆 于2022年动土兴建，并计划于今年开始投入生产。台中的晶圆25厂将于今年底开始兴建，2028年量产比 2纳米更先进的技术。(智通财经) ...

Foxconn, a key manufacturer for Apple, has received an approval from India’s cabinet to build a new 37 billion Indian rupees ($435 million) semiconductor plant in a joint venture with the country’s IT giant HCL Group. The deal is the latest move to reduce Apple’s reliance on China and produce more components in India.The plant, which will be located near the Jewar airport in the northern state of Uttar Pradesh and is expected to start operating in 2027, will eventually manufacture display driver chips for m ...

今日盘后，国产晶圆代工领域的两大"明星企业"—— 中芯国际与华虹，其 2025 年第一季度财报正式亮相。 Q1中芯国际营业收入163.01亿元，同比增长29.4%，净利润13.56亿元，同比增长166.5%。净利润变动主要是由于晶圆销量上升、产品组合变化使营业收入 同比增加所致。 | 公司 | 数据类别 | 2024年01 | 2024年Q2 | 2024年03 | 2024年04 | 2025年01 | | --- | --- | --- | --- | --- | --- | --- | | 中心国际 | 营业收入 | 17.50亿美元 | 19.01亿美元 | 21.7亿美元 | 22.07美元 | 22.47 亿美元 | | | 营业收入同比 | 19.70% | 21.8% | 33.9% | 31.5% | l | | | 营业收入环比 | 4.30% | 8.6% | 14.2% | 1.7% | 1.8% | | | 归母净利润 | 0.72亿美元 | 1.65亿美元 | 1.47亿美元 | 1.08亿美元 | I | | | 归母净利润同比 | -68.90% | -59.1% | - 13 ...

"活过眼前的数据治理'脏活累活'，未来五年，这个赛道遍布机遇。"深耕半导体赛道的喆塔科技创始 人兼 CEO 赵文政对这个方向充满信心，他如今正在半导体软件领域引入 AI 技术。 作者 | 华卫 赵文政表示，现在国内真正跑通 AI 的半导体工厂不到 10%，而且距离真正在工业领域的应用还为时 尚早，但趋势已经挡不住了。 半导体工业的 AI 软件赛道正处于快速发展阶段，但尚未达到饱和。随着技术的进步和制造工艺复杂 性的增加，对能够提高效率、降低成本并优化生产的 AI 解决方案的需求持续增长。"像 2010 年的智 能手机——都知道是未来，但还没爆。" 今年春节过后，喆塔将 DeepSeek 接入了自研的行业大模型——喆学大模型。在给他们的训练效率 带来不错提升的同时，赵文政也敏锐地发觉：从短期来看，以 DeepSeek 为代表的这波 AI 浪潮涌现 肯定是好事，比如用它的开源模型快速试错，降低试错成本，但长期得警惕：工业 AI 的决胜点不在 模型本身，而在如何把行业知识"灌"进模型。 "DeepSeek 可能帮你搞定 10% 的通用问题，但剩下 90% 的工艺难题，还得靠深耕场景的数字化转 型专家。"赵文政分享了 ...