Key Takeaways LRCX posted a 48.3% YoY jump in Systems revenues to $3.55B, with foundry sales rising to 60% of the total.LRCX gains from AI and HPC-led investments, supported by its strength in critical etch and deposition tools.LRCX is seeing traction for Aether EUV and Akara systems, with FY26 Systems revenues projected at $14.07B.Lam Research Corporation (LRCX) is seeing growing support from artificial intelligence (AI)-driven demand in the foundry market, which is becoming a key driver of its systems rev ...

接下来，该公司公布了其对2025年底全球半导体制造设备市场的预测。预计2025年销售额将达到 创纪录的1330亿美元，比上年增长13.7%。市场预计将继续增长，2026年达到1450亿美元，比上 年增长9%，2027年达到1560亿美元，比上年增长7%。 按细分市场来看，晶圆制造设备（包括晶圆加工设备、晶圆厂加工设备和掩模/光罩制造设备）预 计将达到1157亿美元，较上年增长11%。这反映了人工智能需求推动DRAM和HBM领域的投资超 出预期，以及中国产能的持续扩张。展望未来，预计设备制造商将增加对先进逻辑和存储技术的投 入，到2027年，这一数字预计将达到1352亿美元。 在后端设备领域，预计到 2025 年，半导体测试设备的销售额将同比增长 48.1%，达到 112 亿美 元；而组装和封装 (A&P) 设备的销售额预计将同比增长 19.6%，达到 64 亿美元。人工智能、 HBM 和先进封装等技术是推动增长的主要动力，并将带来持续增长。 如果您希望可以时常见面，欢迎标星收藏哦~ 2025年12月16日，日本半导体协会（SEMI Japan）举行了2025年日本半导体展（东京国际展览中 心）的新闻发布会，该 ...

来源：南归孤夷 这是光刻机巨头阿斯麦尔高管的采访：我们要让中国继续落后，现在销往中国的光刻机，与尖端技术有 10年以上的代差# 责任编辑：石秀珍 SF183 来源：南归孤夷 这是光刻机巨头阿斯麦尔高管的采访：我们要让中国继续落后，现在销往中国的光刻机，与尖端技术有 10年以上的代差# 责任编辑：石秀珍 SF183 ...

Sales of equipment used to make computer chip wafers will rise about 9% to $126 billion in 2026 and a further 7.3% to $135 billion in 2027, as chipmakers expand capacity for logic and memory chips use... ...

Thinkstock Quick Read The rotation trade had another run on Wall Street Monday, as tech stocks led the selling once again. While the move away from the AI/Data center trade has gained some strength, the reality is that with a likely third year of double-digit gains for the S&P 500, year-end profit taking is also coming in. With a slew of economic data set to come in this week, volatility could rise even  further. If you’re thinking about retiring or know someone who is, there are three quick quest ...

12月15日晚间，国内集成电路装备龙头企业北方华创（002371）(SZ002371)发布公告称，公司实际控制人北京电子控股有限责任公司(简称"北京电控")拟 通过非公开协议转让方式向国新投资有限公司(简称"国新投资")转让持有的北方华创1448.18万股无限售流通普通股股份。 截至16日收盘，北方华创报442.88元/股，公司总市值3210亿元。 ↓↓↓ | 股东名称 | 本次转让前 | | 本次转让后 | | | --- | --- | --- | --- | --- | | | 持股数量(股) | 持股比例(%) | 持股数量(股) | 持股比例(%) | | 北京电控 | 67,436,337 | 9.31 | 52,954,564 | 7.31 | | 七星集团 | 240,537,223 | 33.20 | 240,537,223 | 33.20 | | 合计持有数量 | 307,973,560 | 42.51 | 293,491,787 | 40.51 | | 国新投资 | 8,341,993 | ાં 15 | 22,823,766 | 3.15 | 资料显示，北方华创科技集团股份有限公司成立 ...

Core Insights - Advantest Corporation and Tokyo Seimitsu are collaborating to develop a new die-level prober aimed at testing high-performance computing (HPC) devices [1][2][3] Company Overview - Advantest is a leading manufacturer of automatic test and measurement equipment for semiconductors, with applications in 5G, IoT, autonomous vehicles, HPC, AI, and machine learning [6] - Tokyo Seimitsu specializes in precision measurement technologies and semiconductor production equipment, aiming to create innovative solutions for the semiconductor industry [5][6] Market Trends - The semiconductor industry is expected to see advancements in complexity and performance, particularly in AI and HPC devices, which require high computational power and advanced packaging technologies [2][3] - The collaboration between Advantest and Tokyo Seimitsu is positioned to address the challenges of testing these advanced devices, particularly in temperature control during testing [3][4] Strategic Collaboration - The partnership aims to leverage the expertise of both companies to enhance probing capabilities essential for the evolving AI and HPC markets [2][5] - Both companies emphasize the importance of collaboration across the semiconductor value chain to meet customer demands and drive innovation [2][5]

格隆汇12月16日丨大族激光(002008.SZ)在投资者互动平台表示，公司子公司大族半导体主要聚焦于半 导体制造装备的研发与生产，其产品线涉及晶圆的激光开槽、切割、打孔、内部改质等方面，覆盖存储 芯片制造上游的关键工艺环节。 ...

格隆汇12月16日丨大族激光(002008.SZ)在投资者互动平台表示，公司子公司大族半导体主要聚焦于半 导体制造装备的研发与生产，其产品线涉及晶圆的激光开槽、切割、打孔、内部改质等方面，覆盖存储 芯片制造上游的关键工艺环节。 ...

Since my initial coverage last September, Photronics, Inc. ( PLAB ) is up almost 50% on the back of strong Q4 earnings and a bullish FY 2026 outlook. The company’s Q4 earnings showed solid growth in its high-end IC segment, which posted recordAs a former managing editor at a financial media publication focused on mid and small caps, I am using my experience to present investment opportunities in undervalued companies. My experience, combined with my academic background in financial markets and institutions, ...