矽电股份8月26日报收173.50元，较前一交易日下跌5.18元。当日开盘价为175.00元，盘中最高触及 179.84元，最低下探172.60元，全天振幅达4.05%。该股当日成交量为14539手，总成交金额2.54亿元， 换手率为13.94%。 矽电股份主要从事半导体专用设备的研发、生产和销售，产品包括探针台、分选机等半导体测试设备。 公司总部位于广东省，属于半导体设备制造领域，具有专精特新企业资质。当前公司总市值72.40亿 元，流通市值18.10亿元。 资金流向数据显示，8月26日主力资金净流出3580.08万元，占流通市值比例为1.98%。近五个交易日累 计净流出3466.13万元，占流通市值比例为1.92%。早盘时段该股曾出现快速反弹，9点40分时股价报 177.88元，五分钟内涨幅超过2%。 风险提示：股市有风险，投资需谨慎。 ...

炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 8月25日晚间，晶升股份（688478）公告称，正在筹划以发行股份及支付现金的方式购买北京为准智能 科技股份有限公司（简称"北京为准"）的控股权，同时拟募集配套资金。本次初步确定的交易对方为葛 思静、徐逢春。 值得一提的是，北京为准的股东名单中不乏产业资本与A股公司的身影。 从股东榜来看，有3家A股公司参股其中。华兴源创、光弘科技分别以3.89%、2.5%的持股比例位列股东 榜第8、13名。龙旗科技通过全资子上海龙旗智能科技有限公司间接持有其1.25%的股权。此外，北京 小米智造股权投资基金合伙企业（有限合伙）持有其5.56%股权，该私募基金背后有小米和北京国资的 身影。 值得一提的是，北京为准在2024年9月完成了股份制改革，由"北京为准智能科技有限公司"变更为现在 的"北京为准智能科技股份有限公司"。这一动作如今看来成为其对接资本市场的重要铺垫。 此次交易不会导致晶升股份实际控制人发生变更，不构成重组上市。同时，上市公司尚无法确定本次交 易是否构成重大资产重组，亦无法确定是否构成关联交易。 公司股票于8月26日（星期二）开市起停牌， ...

在半导体设备制造领域，一项被国外长期垄断的关键技术迎来突破。记者近日从河海大学获悉，河海大学苏州研究院仿生机器人技术团队与企 业紧密合作，成功研发出"真空环境超洁净晶圆传送机械臂"，并在半导体制造领域实现重要应用，为我国半导体设备整机装备制造解决了关键 技术难题。 徐林森说："这项技术的产业化，不仅提升了企业的研发与管理水平，更推动了集成电路装备与机器人、智能制造技术的深度融合。"该成果将 加速集成电路装备国产化进程，助力培育产业创新新生态，为我国集成电路产业链自主创新能力提升提供核心支撑。 目前，该机械臂已成功导入多家行业标杆企业，在薄膜沉积、刻蚀等关键制程中稳定运行，设备工艺适配性获客户高度认可，累计实现销售收 入约1300万元。 与此同时，团队协助企业牵头编制《真空晶圆搬运机器人验收规范》团体标准，推动国产设备与国际规则对接；已获国家发明专利6件、实用 新型专利2件及软件著作权2项，构建起坚实的技术壁垒。 对于未来，团队表示将继续聚焦5G通信、人工智能芯片等高端应用领域，提供定制化传输解决方案。同时，依托在晶圆传送机械臂领域的技 术积累，创新性开展设备翻新与升级服务，打造"设备销售+增值服务"的双轮驱动 ...

Core Viewpoint - The article discusses the historical context and current status of Planar (KB-TEM), a Belarusian semiconductor equipment manufacturer, highlighting its significance in the semiconductor industry and the challenges it faces in a competitive landscape. Group 1: Historical Background - The Soviet Union made significant contributions to semiconductor technology, including the development of contact lithography machines, but lagged behind Western advancements [7][10]. - Planar, established in 1963, became a key player in the Soviet semiconductor industry, focusing on lithography equipment and precision instruments [4][5]. - After the dissolution of the Soviet Union, Planar transitioned to a market-oriented operation while maintaining its technological heritage [4][5]. Group 2: Technological Development - Planar's core advantage lies in its low-cost, high-reliability semiconductor manufacturing equipment, which is widely used in research institutions in Russia and Belarus [5]. - The company has developed competitive technologies in contact and proximity lithography, although it has not kept pace with advancements made by companies like ASML and Nikon [5][10]. - Planar's laser direct-write lithography machines are utilized for research and small-scale chip production, providing an alternative to traditional lithography methods [14]. Group 3: Market Position and Challenges - Planar's lithography equipment is considered one of the few "advanced" options available to countries in the CIS region, despite being outdated compared to global standards [10][14]. - The company faces increasing competition as geopolitical dynamics shift, with both China and Russia striving for independent semiconductor manufacturing capabilities [14][19]. - Planar's efforts to market its products, such as participating in trade shows, have not yet translated into a strong competitive position against more established players like V-Technology [19].

Core Viewpoint - The stock price of Applied Materials, a major player in the semiconductor equipment manufacturing sector, plummeted over 14% following disappointing sales and earnings forecasts, raising concerns about future demand in the semiconductor industry [1][2]. Financial Performance - For the third fiscal quarter, Applied Materials reported a non-GAAP earnings per share of $2.48, a 17% year-over-year increase, surpassing analyst expectations of $2.36 [3]. - Revenue reached $7.3 billion, an 8% year-over-year growth, also exceeding the forecast of $7.22 billion [3]. - The gross margin improved to 48.9%, up 150 basis points year-over-year, while the operating margin rose to 30.7%, an increase of 190 basis points [3]. Market Impact - Following the earnings report, shares of other U.S. semiconductor equipment manufacturers, KLA Corp and Lam Research, fell by 8.4% and 7.3%, respectively, indicating a broader market reaction to Applied Materials' outlook [1][5]. - Citigroup downgraded Applied Materials from its focus list and lowered the target price to $205 per share, while Stifel reduced its target price from $195 to $180 [2]. Management Commentary - CEO Gary Dickerson highlighted the current dynamic macroeconomic environment, which has introduced uncertainty and lower visibility, particularly regarding business in China [2][3]. - CFO Bryce Hill noted that revenue is expected to decline due to capacity digestion in the Chinese market and non-linear demand characteristics from leading customers [3]. Strategic Initiatives - Applied Materials is investing over $200 million to establish a new parts factory in Arizona to enhance domestic semiconductor manufacturing capabilities [6]. - The company aims to allocate 80% to 100% of its free cash flow to shareholders in the near term [4].

Group 1 - Application Materials' stock price plummeted over 14% on August 15, resulting in a market value loss of over $21.2 billion (approximately 152.3 billion RMB), marking the largest single-day decline since March 2020 [1] - The company's latest earnings report forecasts Q4 FY2025 revenue at approximately $6.7 billion, below analysts' average expectation of $7.32 billion, and adjusted EPS at about $2.11, also below the expected $2.38 [4] - Application Materials' CEO highlighted a dynamic macroeconomic environment leading to increased uncertainty and reduced visibility in the short term, with demand from certain customers decreasing and technology export approvals facing delays [4] Group 2 - The company is investing over $200 million to establish a new parts factory in Arizona to enhance domestic semiconductor manufacturing capabilities [5] - Application Materials is set to sell equipment to Texas Instruments' U.S. factory to support Apple product production, positioning itself as a key supplier for advanced semiconductor manufacturing [5] - As of August 15, major U.S. stock indices showed mixed results, with the Nasdaq down 0.4% and the S&P 500 down 0.29%, while the Dow Jones increased by 0.08% [5]

Group 1 - Application Materials experienced a significant stock drop of over 14%, resulting in a market value loss of more than $21.2 billion, marking the largest decline since March 2020, with a total market value of $125.9 billion [1] - The stock price closed at $161.755, down from the previous close of $188.240, with a trading volume of 31.8 million shares [2] - The decline in stock price was attributed to disappointing financial guidance for Q4 FY2025, with projected revenue of approximately $6.7 billion, below the analyst consensus of $7.32 billion, and adjusted EPS of about $2.11, also below the expected $2.38 [2][3] Group 2 - Despite the poor guidance, Application Materials reported strong Q3 operating performance, with non-GAAP EPS of $2.48, a 17% year-over-year increase, and revenue of $7.3 billion, an 8% year-over-year increase, exceeding expectations [3] - The gross margin improved to 48.9%, up 150 basis points year-over-year, and operating profit margin increased to 30.7%, up 190 basis points year-over-year [3] - The company reaffirmed its commitment to distribute 80% to 100% of free cash flow to shareholders [3] Group 3 - Application Materials is investing over $200 million to enhance domestic semiconductor manufacturing capabilities in Arizona and is selling equipment to Texas Instruments to support Apple product production [4] - The company is positioned as a key supplier of advanced semiconductor manufacturing equipment, becoming a core member of Apple's "Made in America" initiative [4]

有分析指出，在最新披露的财报中，应用材料给出了令人失望的销售和盈利预测，引发投资者对其需求 前景的担忧。受此影响，美国芯片设备制造商KLA Corp、Lam Research股价分别大跌 8.4%、7.3%。 格隆汇8月16日｜隔夜美股市场，美国半导体设备制造巨头——应用材料股价重挫，暴跌超14%，单日 市值蒸发超212亿美元（约合人民币1523亿元）。 ...

美国巨头突传利空。 隔夜美股市场，美国半导体设备制造巨头——应用材料股价重挫，暴跌超14%，单日市值蒸发超212亿美元（约合人民币 1523亿元）。有分析指出，在最新披露的财报中，应用材料给出了令人失望的销售和盈利预测，引发投资者对其需求前 景的担忧。受此影响，美国芯片设备制造商KLA Corp、Lam Research股价分别大跌 8.4%、7.3%。 应用材料的客户包括台积电、三星电子和英特尔等芯片巨头，因此其业绩指引被视为未来需求的晴雨表。华尔街机构 称，应用材料对供应过剩的成熟节点（即ICAPS）以及某些客户（英特尔）的敞口较大，这在本轮周期中对其影响更 大。 突然暴跌 美东时间8月15日，美股开盘后，应用材料股价重挫，盘中一度暴跌超14%，截至收盘，跌幅仍达14.07%，创下自2020年 3月以来最大跌幅，总市值缩水至1259.42亿美元（约合人民币9045亿元）。 消息面上，应用材料在最新发布的财报中预测，2025财年第四财季的营收约为67亿美元，不及分析师平均预期的73.2亿美 元；预计调整后每股收益约为2.11美元，也不及分析师平均预期的2.38美元。 受此影响，花旗在最新发布的研报中表示，应 ...

Core Viewpoint - Lam Research Corporation (LRCX) experienced a significant stock price decline of 7.33% on August 15, primarily due to the weak revenue guidance issued by Applied Materials, which projected revenues of $6.7 billion ± $500 million, falling short of market expectations of $7.33 billion [1] Group 1: Company Impact - The stock price drop of Lam Research is a direct consequence of the disappointing revenue forecast from Applied Materials, which has triggered a chain reaction affecting the semiconductor equipment manufacturing sector [1] - Lam Research's stock showed a pre-market decline of 5.1%, mirroring the performance of other industry peers like KLA Corporation, indicating a broader industry weakness [1] Group 2: Industry Context - The semiconductor equipment manufacturing industry is facing challenges due to weak demand from the Chinese market, which has historically been a significant consumer of semiconductor equipment [1] - The overall revenue expectations for semiconductor equipment manufacturers are being negatively impacted by the ongoing demand slowdown in China, adding to the industry's struggles [1]