格隆汇2月27日丨光力科技(300480.SZ)在投资者互动平台表示，日本的半导体设备有着多年的技术和应 用积累，其设备行业认可度很高，是我们学习和追赶的标杆。公司经过多年努力，国产化高端半导体划 切设备已经进入头部封测企业并形成批量销售，公司设备已经具有与国际竞争对手对标型号相媲美的稳 定性、切割品质和切割效率，性能处于国际一流水平，实现了高端切割划片设备的国产替代。目前，公 司产品的市场占有率与国际竞争对手相比尚有较大差距，公司将紧跟行业发展趋势，与客户紧密合作， 持续加快新产品的研发进度，丰富产品系列，进一步推动半导体设备的国产替代。 ...

截至2026年2月27日 13:58，中证半导体材料设备主题指数(931743)下跌2.40%。成分股方面涨跌互现，有研新材领涨 1.98%，联动科技上涨0.93%，珂玛科技上涨0.43%；盛美上海领跌8.59%，安集科技下跌4.40%，北方华创下跌 3.97%。半导体设备ETF华夏(562590)下跌2.39%，最新报价2元。拉长时间看，截至2026年2月26日，半导体设备ETF 华夏近2周累计上涨7.39%。 流动性方面，半导体设备ETF华夏盘中换手4.92%，成交1.31亿元。拉长时间看，截至2月26日，半导体设备ETF华夏 近1周日均成交2.32亿元。 相关ETF： 科创半导体ETF（588170）及其联接基金（A类：024417；C类：024418）：跟踪指数是科创板唯一的半导体设备主 题指数，其中先进封装含量在全市场中最高（约50%），聚焦于科技创新前沿的硬核设备公司。 半导体设备ETF华夏（562590）及其联接基金（A类：020356；C类：020357），跟踪中证半导体材料设备主题指 数，其中半导体设备的含量在全市场指数中最高（约63%），直接受益于全球芯片涨价潮对"卖铲人"（设备商）的 确 ...

Summary of ASML Holding NV (ASML.AS) Conference Call Company Overview - **Company**: ASML Holding NV - **Industry**: Semiconductor Equipment Manufacturing Key Points Industry Dynamics - Strong industry demand projected with a semiconductor Serviceable Available Market (SAM) of **$1 trillion** in **2026/27**, earlier than ASML's previous assumption of **2030** [1] - Continued innovation across ASML and its ecosystem is expected to positively influence ASML's near- and long-term outlook [1] Financial Performance and Projections - ASML's revenue and EPS estimates are projected to be **mid-single digit** and **10%** ahead of consensus, respectively, for the years **2027-30** [1] - Target price set at **€1,600**, representing a potential upside of **24.2%** from the current price of **€1,288.40** [2] - Market capitalization noted at **€500,089 million** [2] Technological Advancements - ASML achieved a sustainable **1000W** of EUV source power, improving tool throughput to **>330 wph** from **220 wph** [4] - Upcoming tool roadmap includes: - **3800F** in **1Q27** with **>260 wph** - **4200G** in **2029** with **>300 wph** - **4200H** around **2030** with **>330 wph** [4] - Historical pricing trends indicate that ASML has been able to increase tool prices in line with productivity improvements, with future EUV Low NA pricing expected to exceed **€300 million** by the end of the decade [6] Market Adoption - Significant progress in EUV High NA technology for high-volume manufacturing, with broader discussions among partners and customers indicating readiness for production in the next few years [7] - ASML's roadmap extends to **2040**, with plans for modular systems that will support both low and high NA EUV tools [8] Risks - **Technological Risks**: Potential challenges in EUV technology development could lead to delays and lower margins [11] - **Customer Risks**: A significant portion of ASML's revenue comes from a few large customers; changes in their capital expenditure could impact ASML's estimates [12] - **Macroeconomic Risks**: A weak macroeconomic environment or geopolitical tensions could adversely affect semiconductor growth [12] Investment Outlook - Analysts maintain a **Buy** rating on ASML, with a strong conviction in its long-term growth outlook, particularly in relation to artificial intelligence and semiconductor capital expenditures [10] - Expected high-teen CAGR in EPS through **2030E** [10] Conclusion - ASML is positioned for sustainable growth driven by technological advancements and strong market demand, with a favorable investment outlook supported by robust financial projections and a clear roadmap for future developments [1][10]

【东吴电子陈海进】芯碁微装业绩超预期，先进封装+PCB双轮驱动逻辑完美验证 事件：芯碁微装发布2025年度业绩快报，全年实现营业收入14.08亿元，同比增长47.61%；归母净利润2.90亿元， 同比增长80.42%；业绩接近预告上沿，大超市场预期。 单季度来看，25Q4实现归母净利润约0.91亿元，环比增长约60%，连续多个季度保持加速增长态势。 公司高端PCB设备订单旺盛，泛半导体业务WLP系列实现批量交付并助力头部厂商量产，产品结构持续优化带动 毛利率提升。 同时，泰国子公司充分发挥区域运营与服务枢纽作用，海外业务规模大幅增长，产品出口至日本、越南等多个国 家和地区；二期生产基地顺利投产保障高端设备及时交付，规模效应释放有效摊薄单位成本，盈利能力显著增 强，全年利润增速远超收入增速。 先进封装与PCB高端化构筑核心护城河，成长动能持续强化。 半导体领域，公司完美卡位国产CoWoS-L扩产机遇，LDI技术路线获国内头部封测厂高度认可，面向先进封装、板 级封装的设备陆续获得重复订单并实现交付。 PCB领域，AI服务器带动高多层、高密度PCB需求指数级爆发，公司作为LDI龙头订单饱满，高精度CO₂激光钻孔 设 ...

截至2026年2月27日 10:26，中证半导体材料设备主题指数(931743)下跌2.79%。成分股方面，盛美上海 领跌8.16%，京仪装备下跌5.16%，安集科技下跌4.97%，长川科技下跌4.43%，北方华创下跌4.20%。半 导体设备ETF易方达(159558)下跌2.67%，最新报价2.22元。拉长时间看，截至2026年2月26日，半导体 设备ETF易方达近2周累计上涨7.44%，涨幅排名可比基金1/5。（以上所列股票仅为指数成份股，无特 定推荐之意） 流动性方面，半导体设备ETF易方达盘中换手3.7%，成交1.93亿元。拉长时间看，截至2月26日，半导 体设备ETF易方达近1周日均成交3.10亿元，排名可比基金前2。 半导体设备ETF易方达紧密跟踪中证半导体材料设备主题指数，中证半导体材料设备主题指数选取40只 业务涉及半导体材料和半导体设备等领域的上市公司证券作为指数样本，反映半导体材料和设备上市公 司证券的整体表现。 数据显示，截至2026年1月30日，中证半导体材料设备主题指数(931743)前十大权重股分别为中微公 司、北方华创、拓荆科技、长川科技、华海清科、沪硅产业、中科飞测、南大光电、 ...

Data I/O (NasdaqCM:DAIO) Q4 2025 Earnings call February 26, 2026 05:00 PM ET Company ParticipantsBill Wentworth - President and CEOCasey Ryan - Director of ResearchCharlie DiBona - VP and CFOJordan Darrow - Founder and PrincipalMichael Legg - Managing Director of Equity ResearchConference Call ParticipantsDavid Marsh - Equity Research AnalystDavid Williams - Senior Equity Research AnalystGeorge Marema - Research AnalystNone - AnalystOperatorGood afternoon, everyone, and welcome to Data I/O's Fourth Quarter ...

Global expansion reached a milestone with the first tool installation in Singapore and multiple orders from North American and international OSAT customers.Operational efficiency is being enhanced by the Lingang mini-line, which accelerates R&D cycles and internal product validation under fab-like conditions.Competitive strategy in China focuses on technological differentiation and deep IP protection to win against a 'flood' of local entrants offering similar commodity designs.The company is pivoting toward ...

A Year of Strategic Progress for New Programming Innovations and Expanding Addressable Market AI-enabled Transformation Leading to Programming Acceleration and Operational Efficiencies/Expense Reductions;2026 Business Framework Initiated – Data I/O Returns to Growth REDMOND, Wash., Feb. 26, 2026 (GLOBE NEWSWIRE) -- Data I/O Corporation (NASDAQ: DAIO), the leading global provider of data programming and security provisioning solutions for microcontrollers, security ICs and memory devices, today announced fin ...

Shares of ASML (NASDAQ: ASML) were trending lower today even though there was no major news out on the semiconductor equipment manufacturer. Instead, the stock fell as part of a broader sentiment shift following Nvidia's (NASDAQ: NVDA) earnings report last night as investors shrugged off better-than-expected results from the AI chip leader. As of 11:43 a.m. ET, ASML stock was down 4.9%, while Nvidia had lost 4.6%. Will AI create the world's first trillionaire? Our team just released a report on the one l ...

ACM Research (NasdaqGM:ACMR) Q4 2025 Earnings call February 26, 2026 08:00 AM ET Company ParticipantsDavid Wang - CEOMark McKechnie - CFOSteven Pelayo - Managing DirectorConference Call ParticipantsCharles Shi - Managing Director and Senior AnalystEdison Lee - Head of China/HK Tech, Telecom, and Software Research and Senior Equity AnalystJun Hong - Executive Director and Equity Research AnalystOperatorGood day, ladies and gentlemen. Thank you for standing by. Welcome to the ACM Research fourth quarter and f ...