In the latest trading session, ACM Research, Inc. (ACMR) closed at $28.53, marking a +1.97% move from the previous day. The stock's change was more than the S&P 500's daily loss of 0.07%. At the same time, the Dow lost 0.37%, and the tech-heavy Nasdaq gained 0.03%. Prior to today's trading, shares of the company had gained 11.83% outpaced the Computer and Technology sector's gain of 5.58% and the S&P 500's gain of 3.94%.Market participants will be closely following the financial results of ACM Research, Inc ...

Core Viewpoint - The semiconductor equipment components industry is experiencing unprecedented growth opportunities due to increased market demand, accelerated localization processes, and significant investments, which are reshaping the industry landscape [3][10][12]. Group 1: Importance of Semiconductor Equipment Components - Semiconductor equipment components are critical to the performance and reliability of semiconductor devices, encompassing various parts such as O-Rings, EFEMs, RF Generators, and more [4][5]. - These components can be categorized based on functionality (mechanical, material transfer, electrical, vacuum, gas-liquid transport, optical, thermal management, and instrumentation) and standardization levels (precision machined parts and general purchased parts) [5][6]. Group 2: Market Growth and Domestic Demand - The semiconductor industry is witnessing a cyclical recovery, driven by demand from consumer electronics and emerging fields like AI and automotive electronics, leading to increased spending on semiconductor equipment [10]. - The global semiconductor manufacturing equipment sales are projected to reach $117 billion in 2024, a 10% increase from 2023, with Q1 2025 expected to see a 21% year-on-year growth [10][11]. - Domestic semiconductor equipment manufacturers are experiencing rapid growth, with companies like North Huachuang and Zhongwei reporting significant revenue increases of 37.9% and 35.4%, respectively [11][12]. Group 3: Capital Investment in Semiconductor Equipment Components - The semiconductor equipment components sector is attracting significant capital investment, with several companies successfully going public or securing funding [13][14]. - Companies like Blue Motion Precision and Naske have received substantial investments to support their focus on key components for the semiconductor industry [13][14]. Group 4: International Expansion of Component Manufacturers - Chinese semiconductor equipment component manufacturers are actively expanding into overseas markets, with exports expected to reach 37.08 billion yuan in 2024 [15]. - Companies like Fuchuang Precision are successfully increasing their international revenue, with significant growth in both domestic and overseas markets [15].

2016年5月，一场"蛇吞象"的画面正在进行。一个成立时间不过半年的年轻公司，竟然想通过 19.18 亿元，收购一家美国拥有28年历史的半导体设备公司 （MTI）。 这家公司就是：屹唐半导体。2015年12月，它由北京亦庄国投发起成立，初始定位为半导体设备技术开发与制造，但缺乏核心技术。亦庄国投的收购阳谋 是：用资金换技术。 屹唐半导体的主要业务是：集成电路制造设备。其中，收入占比最高的产品是：干法去胶设备。2023年全球市场份额达34.60%，位居全球第二。 | | 干法去胶设备介绍 | | --- | --- | | 项目 | 員体内容 | | 定义 | 干法去胶设备是半导体制造中用于去除晶圆表面光刻胶的关键设备，通过等离子体、紫外光等 | | | "干法" 工艺（无需液体化学试剂）,实现对光刻胶的高效、精准剥离,广泛应用于集成电路制 | | | 造的光刻、刻蚀、离子注入等多道工序后。 | | 核心原理 | 1. 等离子体去胶：利用射频电源激发气体（如氧气）产生等离子体，其中的活性粒子与光刻胶发 | | | 生化学反应，将其分解为挥发性气体并排出； | | | 2. 紫外光去胶：通过高能紫外光照射光刻胶， ...

半导体 用 压力计 主要是 指 应用于 半导体领域的压力计 ，包括 压力变送器 （ Sensors / Transducers ） 、机械式压力表 （ Pressure G auge ）和 压 力开关 （ Pressure S witch ） 。 半导体压力计一般指超高纯压力计，但也包含其他非超高纯场景使用的压力计。半导体用压力计专为半导体制造 的恶劣环境而设计，不仅具有高精度、稳定性和快速响应，还必须耐腐蚀性化学物质、适应紧凑空间并在复杂的电磁环境中保持可靠的性能。它 们支持从极真空到高压的广泛测量范围，确保工艺参数的一致性和产品质量。 Note ： 1. 本文应用场景主要包括光伏领域、半导体工厂、半导体设备（包括设备配套的气柜）。 2. 本文压力传感器指的就是压力变送器。不包括用于 PCB 板的贴片式压力传感器。 半导体用压力计行业目前现状分析 半导体用压力计包括压力变送器、压力开关和压力表，不用产品精度不同，适用的领域存在一定的差异。从目前压力计市场来看，各家企业适用 于半导体领域的产品类型有着明显差异，比如WIKA可提供超高纯度压力表、超高纯压力传感器、波登管压力表和隔膜压力表；而MKS Instru ...

7月8日，北京屹唐半导体科技股份有限公司（简称"屹唐股份"，股票代码"688729"）在上海证券交易所科创板正式挂牌上市。上市首日，屹唐股份开盘一度 涨超200%，截至收盘，报23.2元/股，股价上涨174.56%，成交额32.57亿元，总市值达685.69亿元。此次IPO，屹唐股份以24.97亿元募资额位列北京地区第 一。 屹唐股份此次上市共获得7家机构的战略认购，分别为证裕投资、君享1号资管计划、中国保险投资基金（有限合伙）、北京电控产业投资有限公司、深圳安 鹏创投基金企业（有限合伙）、合肥芯屏产业投资基金（有限合伙）、合肥晶合集成电路股份有限公司，认购总金额为6.81亿元。 引领国产化 市占率全球领先 招股书显示，屹唐半导体有限公司成立于2015年12月，是一家全球化运营的半导体设备企业，总部位于北京，在中国、美国、德国设立了研发与制造基地。 公司主要从事集成电路制造过程中所需晶圆加工设备的研发、生产和销售，面向全球集成电路制造厂商提供包括干法去胶设备、快速热处理设备、干法刻蚀 设备在内的集成电路制造设备及配套工艺解决方案。 目前，公司的产品已被多家全球领先的存储芯片制造厂商、逻辑电路制造厂商等集成电路 ...

2025年7月8日，北京屹唐半导体科技股份有限公司，代码"688729"（以下简称"屹唐股份"）完成中国半导体设备领 域里程碑式的资本化跨越。于A股科创板正式挂牌上市，首个交易日开盘价格26.2元，市值飙升至774亿，开盘涨幅 达210%，这家全球第二大的干法去胶设备企业，在黄浦江资本等股东的深度赋能下成为了国内首屈一指的硬科技 投资的价值裂变样本。 战略锚定国产替代核心战场 2020年半导体设备国产化浪潮初起之际，黄浦江资本就重仓布局屹唐股份。该决策植根于多重关键洞察，屹唐股份 不仅以34.6%的全球市占率稳居干法去胶设备领域第二，其快速热处理设备全球份额达13.05%，更服务台积电、三 星电子等十大国际芯片制造商超十年，累计装机量突破4,800台。 同时，伴随着中国半导体设备国产化率从2018年不足10%提升至2024年28%，政策红利驱动市场规模五年增长近3 倍。这一前瞻布局也迎来了丰厚回报，屹唐股份2024年净利润同比增长60%-86%，2025年一季度增速飙升至 113%。 全面构建硬科技投资生态矩阵 黄浦江资本表示：屹唐股份的上市标志着其完成半导体投资战略闭环——上游布局全球内存接口芯片龙头澜起科 ...

Core Viewpoint - ASM International N.V. reported that no transactions were executed under its current share buyback program during the week of June 30 – July 4, 2025 [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 [1]. - 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 [1]. Investor Relations - For further details regarding the share buyback program and individual transaction information, investors are directed to visit ASM's investor relations website [1]. - Contact information for investor and media relations is provided, including Victor Bareño and Valentina Fantigrossi, with respective contact numbers and email addresses [2].

资料显示，Viatron成立于2001年，其主要销售用于半导体和显示面板制造的热处理设备。这些设 备主要应用于LCD和OLED面板的生产中，用于退火、固化等工艺环节当中。 目前，Viatron的客户包括TCL华星、京东方和深天马等全球知名的面板制造商。值得注意的是， 除本次与厦门天马签署设备供应合同外，去年10月，Viatron还与深天马签署了一项价值774万美 元（折合人民币约5513万元）的合同，涉及第6代面板设备的供应。 （ 集邦Display整理 ） 7月7日，韩国媒体Edaily报道，韩国半导体及显示器设备制造商Viatron宣布，已与厦门天马签署 了一项价值100亿韩元的显示器制造设备供应合同。 图片来源： Viatron Viatron表示，合同具体金额为100.4994亿韩元 （ 折合人民币约 5276.22万元 ） ，相当于公司 2024年合并销售额的17.31%，合同期限至12月5日。 #显示器制造设备 #天马微电子 【集邦Display显示产业交流群】 ▶ 关于集邦 士以為ケア司司 此图片来自微信公众平台 ...

Core Viewpoint - The article highlights the significant growth and localization of the semiconductor equipment market in China, emphasizing the upcoming 2025 TrendBank Lithography Industry Conference and the increasing demand for domestic semiconductor manufacturing equipment due to geopolitical tensions [1][3]. Group 1: Industry Overview - In 2024, the global semiconductor equipment market reached a sales scale of $116.1 billion, with China's market share at 36.7%, indicating a dominant position [1]. - The expansion of wafer fabrication equipment is driven by downstream technological iterations and market demand growth, with global revenue from wafer fabrication equipment consistently accounting for 10%-20% of the total semiconductor equipment market [2]. Group 2: Market Dynamics - The global wafer fabrication equipment market is still largely occupied by international companies, but China is the largest demand region, presenting significant opportunities for localization projects [3]. - The article notes that the localization of semiconductor equipment and components is becoming a hot investment area, following semiconductor materials and advanced packaging projects [1]. Group 3: Conference Details - The 2025 TrendBank Lithography Industry Conference will take place on July 9-10, 2025, in Hefei, Anhui, with participation from 24 industry, academic, and research institutions [1]. - The conference will feature various sessions focusing on advanced lithography technologies, domestic production of lithography materials, and the challenges and opportunities in the semiconductor industry [14][24].

Scott Silver - Specialist Sales - European TMT AC (44-20) 7134-0412 scott.silver@jpmorgan.com J.P. Morgan Securities plc Europe Specialist Sales 01 July 2025 J P M O R G A N ASML Buyside Survey Hi, We are conducting a buyside survey of investor expectations ahead of results on Wed 16thof July. Let me know your thoughts and will share the results next week. Click here to take the survey. Best, Scott European Tech Hardware & Payments Sandeep Deshpande AC (44-20) 7134-5276 sandeep.s.deshpande@jpmorgan.com J.P. ...