On Dec. 30, 2025, Boeing led industrials as major U.S. indexes drifted in quiet, year-end trading near record territory.S&P 500 (^GSPC 0.14%) slipped 0.13% to 6,896.45, Nasdaq Composite (^IXIC 0.24%) fell 0.24% to 23,419.08, and Dow Jones Industrial Average (^DJI 0.20%) eased 0.20% to 48,367.05 in quiet, year-end trading near record territory.Market moversIndustrial bellwether Boeing (BA +0.57%) gained around 0.6% as industrials outperformed, while healthcare insurer Molina Healthcare (MOH +2.47%) jumped ro ...

Core Insights - ASE Technology Holding Co. is recognized as one of the 10 most undervalued semiconductor stocks, demonstrating stability and strength in the semiconductor industry [1] - The company reported a net revenue of NT$58,820 million for November, reflecting a 2.3% month-over-month decline but an 11.1% year-over-year increase [1][2] - In U.S. dollar terms, November revenue totaled $1,903 million, indicating a sequential decline of 3.9% but a year-over-year increase of 15.5% [2] Revenue Breakdown - The ATM (assembly, testing, and materials) segment generated NT$36,082 million in revenue for November, showing a slight increase of 0.1% from October and a strong year-over-year growth of 23.6% [3] - In U.S. dollar terms, the ATM segment's revenue was $1,167 million, reflecting a 1.5% decline from October but a significant year-over-year growth of 28.5% [3] - The performance of the ATM segment highlights solid demand for assembly and testing services, contributing significantly to the company's overall growth trajectory [3] Company Overview - ASE Technology Holding Co. provides semiconductor manufacturing services across various regions, including Taiwan, Europe, the United States, and Asia [4] - The company operates in four segments: Testing, Packaging, EMS, and Others, offering services such as front-end engineering testing, semiconductor packaging, final testing, wafer probing, and interconnect materials production [4]

证券日报网讯12月17日，立昂微（605358）在互动平台回答投资者提问时表示，立昂东芯是一家专注于 化合物半导体射频及光电芯片的代工制造平台，拥有行业领先的制造工艺技术优势，已实现二维可寻址 激光雷达VCSEL芯片的规模化量产。立昂东芯的专利和其他商业秘密保护措施可满足公司的经营发展 需要。 ...

Core Insights - The article discusses three key companies that are essential players in the AI pipeline, highlighting their potential as long-term investments in the AI sector [2]. Group 1: Taiwan Semiconductor Manufacturing Company (TSMC) - TSMC is the world's leading third-party semiconductor foundry, crucial for manufacturing advanced AI chips, holding a monopoly in this area [4][6]. - The company has experienced impressive growth in revenue and operating income, particularly due to its dominance in advanced AI chip production [7]. - TSMC's market capitalization is $1.5 trillion, with a gross margin of 57.75% and a dividend yield of 1.07% [5][6]. Group 2: Nvidia - Nvidia is a key designer of AI ecosystem components, particularly known for its parallel processors, which have significantly increased its market value to nearly $4.3 trillion [9][11]. - The company reported $57 billion in revenue for the third quarter, a 62% year-over-year increase, with $51.2 billion coming from its data center segment, up 66% [12]. - Nvidia's CUDA platform enhances its competitive edge by allowing its chips to be programmed for specific tasks, creating high switching costs for customers [14][15]. Group 3: Microsoft - Microsoft Azure is the second-largest cloud infrastructure platform, making it a preferred choice for companies developing AI applications [16]. - The company's diverse software portfolio, including Microsoft 365 and LinkedIn, allows for seamless integration of AI technologies, creating additional revenue streams [18][19]. - Microsoft has a market capitalization of $3.5 trillion, with a gross margin of 68.76% and a dividend yield of 0.71% [17][18].

Core Insights - ABM has announced a definitive agreement to acquire WGNSTAR for approximately $275 million, enhancing its position in the semiconductor and technology manufacturing markets [1][5][6] - WGNSTAR operates in the U.S. and Ireland, providing managed workforce solutions and equipment support services, generating over half of its revenue from integrated workforce programs [2][3] - The acquisition is expected to significantly expand ABM's semiconductor solutions portfolio to approximately $325 million in annual revenue, positioning it among the largest integrated service providers in North America [3][6] Transaction Overview - The acquisition will be funded through cash on hand and existing credit facilities, with the transaction expected to close in ABM's second fiscal quarter of 2026 [7] - WGNSTAR is projected to generate annual revenue of approximately $135 million in calendar 2025, with an anticipated annual growth rate of about 10% [5][6] - The acquisition is expected to be modestly dilutive to adjusted EPS in fiscal 2026 but accretive in fiscal 2027, driven by growth and synergy realization [6] Strategic Rationale - The growth potential in WGNSTAR's core services is significant, with a multi-billion-dollar addressable market that is currently underutilized [3] - The acquisition aligns with U.S. semiconductor onshoring initiatives and is supported by CHIPS Act incentives and record levels of private investment [3] - ABM aims to leverage WGNSTAR's expertise in semiconductor operations to meet the increasing demand for domestic semiconductor production [4]

Vision AI agents are transforming semiconductor manufacturing operations, driving new levels of quality and productivity. At the DAI level, visual inspection agents identify defects more accurately by fine-tuning Vision Foundation models with labeled images and now millions of unlabeled images through self-supervised learning and NVIDIA TAU. At the wafer level, AI agents powered by NVIDIA Metropolis and Cosmos Reason identify defects and reason potential root causes.As manufacturing processes deviate over t ...

Core Insights - Applied Materials (AMAT) shares have increased by 56.1% over the past year, significantly outperforming the Zacks Computer and Technology sector's growth of 24.8, raising questions about investment strategies [1] Group 1: Company Performance and Growth Drivers - AMAT is experiencing strong demand for AI infrastructure, particularly in the global data center, cloud, and technology sectors, leading to increased demand for fabrication, patterning, and advanced packaging systems [4] - The company has launched three new semiconductor manufacturing systems to capitalize on the AI trend: Kinex Bonding System, Centura Xtera Epi System, and PROVision 10 eBeam Metrology System [4] - Revenue growth in the Logic segment is driven by the transition from FinFET to Gate-All-Around transistors and backside power delivery, while the DRAM segment is also showing strong momentum [5] - AMAT anticipates that its leading-edge foundry, logic, DRAM, and high bandwidth memory segments will be the fastest-growing wafer fabrication equipment businesses by 2026 [6] - The advanced packaging business, currently valued at $1.5 billion, is expected to double to $3 billion in the coming years due to high bandwidth memory demand and next-generation packaging architectures [6] Group 2: Financial and Operational Strategies - A restructuring of AMAT's pricing program is expected to contribute significantly to a 120-basis point gross margin expansion in the upcoming fiscal year, allowing for increased R&D investments [7] - The establishment of the Equipment and Process Innovation and Commercialization center is planned to be operational by 2026, further supporting AMAT's growth initiatives [7] Group 3: Market Challenges and Competitive Landscape - AMAT faces challenges from increasing U.S.-China tensions and export restrictions on semiconductor manufacturing equipment, which negatively impact sales and growth outlook, particularly in the Chinese market [10] - The broader semiconductor market is recovering, but memory markets, including DRAM and NAND, remain weak, with a gradual recovery expected only in 2025 [11] - Competition from companies like KLA Corp., Lam Research, and ASML Holding poses additional challenges for AMAT in the semiconductor supply chain market [11] Group 4: Valuation and Investment Outlook - AMAT shares are currently trading at a forward price-to-sales ratio of 7.28, which is higher than the industry average of 6.79, indicating potential overvaluation [14] - Despite strong AI-driven momentum and expanding margins, export restrictions, competitive pressures, and a stretched valuation suggest that investors should hold AMAT stock at present [18]

They all have a huge long-term growth runway.With less than three weeks left in the year, the S&P 500 is thriving, up nearly 17%. Will it be able to manage a fourth year of double-digit gains in 2026? There's no way to know. What investors should be focused on instead is making sure their portfolios are well diversified with growth stocks to benefit from strong gains and solid value stocks to fortify their positions if there's market volatility.With that in mind, Alphabet (GOOG +0.27%), Nu Holdings (NU 0.27 ...

Micron is one of the few semiconductor manufacturing companies based in the U.S.Micron (MU +0.88%) stock is soaring in 2025, and investors are hoping for more of the same next year.*Stock prices used were the afternoon prices of Dec. 5, 2025. The video was published on Dec. 7, 2025. ...

国芯网[原:中国半导体论坛] 振兴国产半导体产业！ 不拘中国、 放眼世界 ！ 关注 世界半导体论坛 ↓ ↓ ↓ 12月8日消息，据韩媒报道，三星电子近日获得美国AI芯片初创公司Tsavorite的订单，将采用其4nm制程工艺为后者代工AI芯片，订单金额超过1亿美元。 Tsavorite的AI芯片被设计为"全功能处理单元"，旨在成为下一代AI芯片。其特点在于将CPU、GPU与DRAM集成于单一芯片，并能根据不同市场与应用需 求，在功耗、性能与扩展性上进行灵活配置。 今年11月，该公司已宣布获得来自全球财富500强企业、主权云服务商及系统集成商等客户超过1亿美元的预购订单。 报道指出，三星电子持续推进4nm工艺的良率提升，近期已提高至60%-70%水平，重新增强了市场竞争力。今年10月，三星还成功获得了特斯拉自动驾驶 芯片"AI5"的代工订单。 随着市场对3nm及2nm等先进制程的需求增长，三星可能为4nm工艺提供更具竞争力的定价策略，从而进一步巩固其市场地位。与此同时，三星正在加速 推进3nm与2nm工艺的良率改善。据最新消息，其首款采用2nm GAA技术的芯片组Exynos 2600良率已达50%，未来特斯拉 ...