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Stock Of The Day: Where Will The Lam Research Selloff End?
Benzinga· 2025-10-08 19:17
Shares of Lam Research Corporation (NASDAQ:LRCX) are higher Wednesday. This follows Tuesday’s selloff of almost 6%. There was a sign on Monday that the stock would trade lower Tuesday. This is why Lam Research is our Stock of the Day.If understood and applied correctly, technical analysis is the study of supply and demand in a market.If a stock is going down, the bears are in charge. There isn't enough demand or buy orders to absorb all of the supply or sell orders. Sellers must undercut each other's prices ...
ASM announces details of Q3 2025 conference call and webcast
Globenewswire· 2025-10-08 13:00
Almere, the NetherlandsOctober 8, 2025 ASM International N.V. (Euronext Amsterdam: ASM) will report its third quarter 2025 financial results at approximately 6:00 p.m. CET on Tuesday, October 28, 2025. ASM will host the quarterly earnings conference call and webcast on Wednesday, October 29, 2025, at 3:00 p.m. CET. Conference-call participants should pre-register using this link to receive the dial-in numbers, passcode and a personal PIN, which are required to access the conference call. A simultaneous audi ...
Wall Street Breakfast Podcast: Lawmakers Urge China Curbs
Seeking Alpha· 2025-10-08 10:58
Group 1: U.S. Semiconductor Equipment Market - U.S. lawmakers are advocating for expanded restrictions on chipmaking equipment sales to China following a bipartisan investigation revealing that Chinese semiconductor firms spent billions on advanced machinery in the past year [3][5] - A report from the U.S. House of Representatives Select Committee on China indicated that $38 billion in products and services were purchased from top semiconductor manufacturing equipment suppliers, marking a 66% increase from 2022 [5][6] - These purchases accounted for nearly 39% of the total combined sales of major chip equipment makers such as Applied Materials, Lam Research, and KLA, enhancing the production capacity and technological sophistication of Chinese semiconductor fabs [6][7] Group 2: Air Traffic Control Issues - Air traffic controller shortages have resulted in significant flight delays and cancellations across U.S. airports, with over 10,000 flights affected from Monday to early Wednesday [8][9] - The Federal Aviation Administration (FAA) has reported increased staffing shortages, leading to traffic slowdowns at certain airports to ensure safe operations [8][9] - Transportation Secretary noted a concerning uptick in absenteeism among air traffic controllers, with some areas experiencing up to 50% reductions in staffing [9][10] Group 3: AI Industry Developments - Anthropic plans to open its first office in India in early 2026, marking its second Asia-Pacific location as it seeks to expand in a rapidly growing market [10][11] - India has become Anthropic's second-largest user base for its Claude chatbot, driven by tech investment and rising enterprise demand [11] - Both Anthropic and OpenAI are facing increasing competition from rivals like Google's Gemini and AI startup Perplexity, which are offering advanced features to Indian users [11][12]
European Shares Inch Higher; Banks Lead Gains
RTTNews· 2025-10-08 09:06
European stocks rose slightly on Wednesday, with banks and energy stocks leading the surge despite ongoing political crisis in France and U.S. government shutdown worries. Investors also shrugged off data that showed Germany's industrial production declined more than expected in August.Industrial output fell 4.3 percent year-on-year in August, in contrast to the 1.3 percent increase in July, Destatis reported. Output was expected to fall 1 percent.On a yearly basis, industrial production logged a decline o ...
X @Bloomberg
Bloomberg· 2025-10-08 08:42
ASML shares fell after US lawmakers accused the Dutch chip equipment maker of boosting China’s semiconductor industry https://t.co/rWShePR2hP ...
Global Markets React to EU Security Threats, Yen Volatility, and Anglo American’s $50B Merger Defense
Stock Market News· 2025-10-08 07:38
Group 1: EU Defense Initiatives - European Commission President Ursula von der Leyen condemned recent drone incidents as a pattern of hybrid warfare, advocating for an EU-wide anti-drone system for detection, interception, and neutralization [2][9] - The proposed anti-drone system aims to create a coordinated shield using a network of radars and acoustic sensors across EU member states, responding to recent drone sightings linked to Russian activities [3][9] Group 2: Japanese Yen and Economic Factors - The Japanese Yen is under downward pressure, with market watchers focused on identifying the next support level amid ongoing political uncertainty in Japan and global economic influences [4][5] - Analysts are closely monitoring the Bank of Japan's policy decisions, as potential rate hikes or adjustments to asset purchases could significantly impact the yen's performance against major currencies [5] Group 3: Anglo American and Teck Resources Merger - Anglo American is defending its due diligence on a $50 billion merger with Teck Resources, which aims to create the world's fifth-largest copper producer, despite Teck's recent cuts to copper forecasts [6][7][9] - The merger, valued at C$69 billion, is strategically focused on securing copper supply amid rising demand, particularly for electrification and renewable energy [7] Group 4: UK Public Borrowing Adjustments - The UK public borrowing for the first five months of the financial year was revised down by £2 billion due to an error in VAT receipt data, affecting budget deficit and public sector net borrowing figures [8][10] - Despite the revision, the overall borrowing for the financial year to August 2025 remains at £83.8 billion, which is £16.2 billion higher than the same period last year [10] Group 5: UK Steel Industry Challenges - The UK steel industry faces a significant crisis as the EU proposes to double tariffs on UK steel imports to 50% and reduce duty-free quotas by 47%, posing an existential threat to the sector [11][12] - With 78% of British steel exports going to the EU, industry leaders are concerned about potential job losses and the devastating impact of these proposed tariffs [12] Group 6: US Legislative Actions on Chip Manufacturing - A bipartisan group of US legislators is pushing for expanded export controls on chip manufacturing equipment to China, following a report revealing significant purchases by Chinese companies [13][14] - These purchases, amounting to nearly $40 billion and representing a 66% increase from 2022, accounted for a substantial share of global sales from major semiconductor toolmakers [14]
研判2025!中国半导体流量计行业产业链、市场规模及重点企业分析:行业发展支撑中国芯片精密制造,驱动半导体产业工艺升级[图]
Chan Ye Xin Xi Wang· 2025-10-08 00:42
关键词:半导体流量计、半导体流量计市场规模、半导体流量计行业现状、半导体流量计发展趋势 一、行业概述 内容概况:半导体流量计作为半导体制造过程中的关键部件,广泛应用于气体与液体流量的精确控制。 随着中国半导体产业的快速发展,芯片制造、封装测试等环节持续扩张,对高精度、高性能半导体流量 计的需求不断增加。2024年,中国半导体流量计行业市场规模为12.3亿元,同比增长9.82%。 相关上市企业:川仪股份(603100) 相关企业:广东奥迪威传感科技股份有限公司、北京志鸿恒拓科技有限公司、上海菱联自动化控制技术 有限公司、重庆川仪自动化股份有限公司、晶晨半导体(上海)股份有限公司、紫光国芯微电子股份有 限公司、中科寒武纪科技股份有限公司、海光信息技术股份有限公司、大洋电机新动力科技有限公司、 上海电驱动股份有限公司、北方华创科技集团股份有限公司、中微半导体设备(上海)股份有限公司、 拓荆科技股份有限公司、沈阳芯源微电子设备股份有限公司 半导体流量计是专为半导体制造设计的高精度流量测量与控制设备,用于监测和调节半导体工艺中液体 或气体的线性/非线性、质量/体积流量。其核心特点是高精度(±0.5%FS以上)、耐腐蚀、 ...
美股异动|拉姆研究股价回调背后暗藏AI驱动的未来潜力
Xin Lang Cai Jing· 2025-10-07 23:38
Group 1 - Lam Research Corporation (LRCX) experienced significant stock price volatility in October, with a 5.90% decline on October 7 [1] - Jefferies raised the target price for Lam Research from $110 to $175 on October 6, reflecting confidence in the company's growth potential [1] - Strong demand for AI technology is driving the semiconductor market, with OpenAI's agreements with Samsung and SK Hynix indicating a surge in demand for memory chip production equipment [1] Group 2 - Lam Research specializes in wafer deposition and etching technologies, positioning the company to benefit from the increasing demand in the semiconductor equipment sector [1] - The introduction of the VECTOR® TEOS 3D deposition system in September highlights the company's commitment to technological innovation and its strategic focus on high-end markets [1] - The semiconductor market is currently influenced by macroeconomic changes, industry trends, and the company's strategic adjustments, with AI technology development providing new growth opportunities [2]
$HAREHOLDER ALERT: The M&A Class Action Firm Announces An Investigation of Axcelis Technologies, Inc. (NASDAQ: ACLS)
Globenewswire· 2025-10-07 21:30
NEW YORK, Oct. 07, 2025 (GLOBE NEWSWIRE) -- Class Action Attorney Juan Monteverde with Monteverde & Associates PC (the “M&A Class Action Firm”), has recovered millions of dollars for shareholders and is recognized as a Top 50 Firm in the 2024 ISS Securities Class Action Services Report. The firm is headquartered at the Empire State Building in New York City and is investigating Axcelis Technologies, Inc. (NASDAQ: ACLS) related to its merger with Veeco Instruments, Inc. Upon closing of the proposed transact ...
$HAREHOLDER ALERT: The M&A Class Action Firm Announces An Investigation of Veeco Instruments Inc. (NASDAQ: VECO)
Globenewswire· 2025-10-07 21:30
NEW YORK, Oct. 07, 2025 (GLOBE NEWSWIRE) -- Class Action Attorney Juan Monteverde with Monteverde & Associates PC (the “M&A Class Action Firm”), has recovered millions of dollars for shareholders and is recognized as a Top 50 Firm in the 2024 ISS Securities Class Action Services Report. The firm is headquartered at the Empire State Building in New York City and is investigating Veeco Instruments Inc. (NASDAQ: VECO) related to its merger with Axcelis Technologies, Inc. Upon closing of the proposed transacti ...