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Applied Materials, Inc. (AMAT) Bernstein 41st Annual Strategic Decisions Conference (Transcript)
Seeking Alpha· 2025-05-29 16:56
Applied Materials, Inc. (NASDAQ:AMAT) Bernstein 41st Annual Strategic Decisions Conference May 29, 2025 10:00 AM ET Company Participants Gary Dickerson - President and Chief Executive Officer Conference Call Participants Stacy Rasgon - Bernstein Research Stacy Rasgon My guest today, Gary Dickerson, the President and CEO of Applied Materials. Before I start, I want to mention if you have questions that you'd like to get asked during the presentation, you should have a link to the pigeonhole form where you ca ...
金海通: 第二届监事会第十一次会议决议公告
Zheng Quan Zhi Xing· 2025-05-29 09:45
Group 1 - The company held its 11th meeting of the 2nd Supervisory Board on May 29, 2025, with all three supervisors present, including one via remote communication [1] - The meeting was convened by the chairman of the Supervisory Board, Song Huijiang, and attended by some senior management personnel [1] - The meeting complied with the relevant laws, regulations, and the company's articles of association [1] Group 2 - The Supervisory Board reviewed and approved the proposal to terminate a fundraising project related to the production of semiconductor testing and sorting machine components, deciding to manage the remaining funds in a dedicated account [2] - The decision was deemed reasonable based on the implementation status of fundraising projects and the company's operational situation, aligning with legal regulations and the company's development strategy [2] - The voting result was unanimous with 3 votes in favor, and the proposal will be submitted for review at the company's first extraordinary general meeting of shareholders in 2025 [2]
金海通: 关于召开2025年第一次临时股东大会的通知
Zheng Quan Zhi Xing· 2025-05-29 09:45
证券代码:603061 证券简称:金海通 公告编号:2025-025 天津金海通半导体设备股份有限公司 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏,并对其内容的真实性、准确性和完整性承担法律责任。 序号 议案名称 A 股股东 非累积投票议案 存放募集资金专户管理的议案》 本次提交股东大会审议的议案已经公司第二届董事会第十四次会议、第二届 监事会第十一次会议审议通过,相关公告已于 2025 年 5 月 30 日在上海证券交易 所网站(www.sse.com.cn)及《中国证券报》《上海证券报》《证券时报》《证券 日报》)上予以披露。 (一) 股权登记日收市后在中国证券登记结算有限责任公司上海分公司登记在册的 公司股东有权出席股东大会(具体情况详见下表),并可以以书面形式委托代 理人出席会议和参加表决。该代理人不必是公司股东。 | 股份类别 | 股票代码 | 股票简称 | 股权登记日 | | --- | --- | --- | --- | | A股 | 603061 | 金海通 | 2025/6/10 | 应回避表决的关联股东名称:不适用 三、 股东大会投票注意事项 重要内容 ...
晶盛机电:旗下中为光电发布经济型OHT天车系统
news flash· 2025-05-29 08:26
Group 1 - The core point of the article is the launch of an economically efficient OHT crane system by the company Hangzhou Zhongwei Optoelectronics Technology Co., Ltd., a subsidiary of Jing Sheng Machinery [1] - The new OHT crane system is designed to provide cost-effective aerial logistics solutions for industries such as semiconductors, panels, and packaging testing, as well as other multi-point logistics scenarios [1]
浙商证券浙商早知道-20250529
ZHESHANG SECURITIES· 2025-05-28 23:46
证券研究报告 | 浙商早知道 市场总览 重要推荐 ❑ 【浙商大制造中观策略 邱世梁/周艺轩】罗博特科(300757)公司深度:并购全球耦合封装设备龙头 ficonTEC, 布局硅光+CPO 百亿赛道——20250528 http://www.stocke.com.cn 1/3 请务必阅读正文之后的免责条款部分 报告日期:2025 年 05 月 29 日 浙商早知道 2025 年 05 月 29 日 :王禾 执业证书编号:S1230512110001 :021-80105901 :wanghe@stocke.com.cn ❑ 大势:5 月 28 日上证指数下跌 0.02%,沪深 300 下跌 0.08%,科创 50 下跌 0.23%,中证 1000 下跌 0.4%,创业板 指下跌 0.31%,恒生指数下跌 0.51%。 ❑ 行业:5 月 28 日表现最好的行业分别是纺织服饰(+1.17%)、环保(+0.89%)、煤炭(+0.74%)、交通运输 (+0.71%)、通信(+0.62%),表现最差的行业分别是基础化工(-0.79%)、农林牧渔(-0.78%)、国防军工(- 0.72%)、汽车(-0.72%)、房地产( ...
10年,中微覆盖60%半导体高端设备!
是说芯语· 2025-05-28 23:36
以下文章来源于芯榜 ,作者芯榜首席 芯榜 . 芯榜 — 中国芯片排行榜,用大数据理解半导体行业。(www.icrank.cn )芯片半导体集成电路IC微电子 元器件晶圆排名榜单,服务芯片圈半导体圈中国半导体论坛社区 在 5 月 27 日召开的 2024 年度暨 2025 年第一季度业绩说明会上,中微公司董事长、总经理尹志尧 明确指出,公司将坚定践行三维发展战略。"深耕集成电路关键设备领域、扩展在泛半导体关键设备领 域应用并探索其他新兴领域的机会,推进公司实现高速、稳定、安全、健康发展。" 在集成电路方面,中微公司的等离子体刻蚀设备已成功打入国内外一线客户的生产线,广泛应用于 65 纳米到 5 纳米及更先进工艺,成为支撑集成电路制造的关键力量。在泛半导体领域,其制造氮化镓基发 光 二 极 管 、 Mini-LED 和 Micro-LED 的 MOCVD 设 备 , 以 及 制 造 碳 化 硅 和 氮 化 镓 功 率 器 件 的 MOCVD 设备,均已在市场中占据重要地位。并且,公司还前瞻性地布局光学和电子束量检测设备等新 兴领域,不断拓宽业务边界。 为强化产业协同,中微公司自上市以来, 斥资 20 多亿元投资约 ...
3 Reasons Growth Investors Will Love Lam Research (LRCX)
ZACKS· 2025-05-28 17:51
Core Viewpoint - Investors are increasingly seeking growth stocks that demonstrate above-average growth potential, with Lam Research (LRCX) being highlighted as a strong candidate due to its favorable growth metrics and Zacks Rank [2][10]. Earnings Growth - Lam Research has a historical EPS growth rate of 11.2%, but projected EPS growth for this year is significantly higher at 33.2%, outperforming the industry average of 16.1% [5][4]. Asset Utilization Ratio - The company's asset utilization ratio stands at 0.88, indicating that it generates $0.88 in sales for every dollar in assets, which is notably higher than the industry average of 0.49. Additionally, Lam Research's sales are expected to grow by 22.1% this year, compared to the industry average of 4.2% [7][6]. Earnings Estimate Revisions - There has been a positive trend in earnings estimate revisions for Lam Research, with the Zacks Consensus Estimate for the current year increasing by 0.5% over the past month, which is correlated with potential near-term stock price movements [8][10]. Overall Positioning - With a Zacks Rank of 2 (Buy) and a Growth Score of B, Lam Research is well-positioned for outperformance in the growth stock category, making it an attractive option for growth investors [10].
Is Nova Ltd. (NVMI) a Solid Growth Stock?
ZACKS· 2025-05-28 17:46
Investors seek growth stocks to capitalize on above-average growth in financials that help these securities grab the market's attention and produce exceptional returns. But finding a growth stock that can live up to its true potential can be a tough task.By their very nature, these stocks carry above-average risk and volatility. Moreover, if a company's growth story is over or nearing its end, betting on it could lead to significant loss.However, the Zacks Growth Style Score (part of the Zacks Style Scores ...
Lam Research(LRCX) - 2025 FY - Earnings Call Transcript
2025-05-28 15:00
Lam Research (LRCX) FY 2025 Conference May 28, 2025 10:00 AM ET Speaker0 I cover The US semiconductor and semi cap space here at Bernstein. And it's my great honor to introduce our guest, the president and CEO of GLAM Research. I'm mister Tim Archer. Before I start, I wanna mention thank you. Before I start, I wanna mention, if you have questions you'd like me to ask during the presentation, you have a link to the pigeonhole form where you can submit those. We will have time for q and a at the end. Now look ...
3 Nasdaq-Listed Tech Stocks Flying-High in 2025 Signaling More Upside
ZACKS· 2025-05-28 12:26
Market Overview - U.S. stock markets have faced a setback in 2025 following a significant bull run in 2023 and 2024, attributed to overstretched valuations, sticky inflation, weak economic data, geopolitical conflicts, and concerns over the Trump administration's trade policies [1] - The technology sector has been the most affected, particularly AI-focused stocks, due to the Federal Reserve's uncertainty regarding rate cuts, recession fears, and competition from low-cost Chinese AI platforms [2] Nasdaq Composite Performance - The tech-heavy Nasdaq Composite is down 0.4% year to date, although some technology stocks listed on the Nasdaq have achieved double-digit returns [3] Stock Picks - Selected stocks with potential for double-digit returns include CyberArk Software Ltd. (CYBR), Lam Research Corp. (LRCX), and monday.com Ltd. (MNDY), all carrying favorable Zacks Ranks [3][4] CyberArk Software Ltd. (CYBR) - CyberArk is benefiting from rising demand for cybersecurity solutions due to increasing data breaches and digital transformation strategies [7] - The company has a strong presence across various sectors, which helps mitigate the impact of softening IT spending, and is shifting towards software-as-a-service and subscription models to drive growth [8] - CyberArk's expected revenue and earnings growth rates are 31.9% and 25.1%, respectively, with a short-term price target indicating a potential upside of 30.6% from its last closing price of $382.81 [11][12] Lam Research Corp. (LRCX) - Lam Research is capitalizing on strengths in 3D DRAM and advanced packaging technologies, with a rebound in its System business due to improving memory spending [13] - The company is well-positioned to benefit from an expected $100 billion in wafer fab equipment spending in 2025, driven by increased investments in foundry/logic, DRAM, and NAND [14] - Lam Research's expected revenue and earnings growth rates are 22.2% and 33.4%, respectively, with a price target suggesting a maximum upside of 48.8% from its last closing price of $83.94 [15] monday.com Ltd. (MNDY) - monday.com develops cloud-based software applications and provides various work management solutions across multiple sectors [16][17] - The company has an expected revenue growth rate of 25.6% and earnings growth rate of 6.3%, with a price target indicating a potential upside of 50.5% from its last closing price of $299.11 [17][18]