We recently published 15 Fresh Stocks Jim Cramer Discussed.  ASML Holding N.V. (NASDAQ:ASML) is one of the stocks Jim Cramer discussed. ASML Holding N.V. (NASDAQ:ASML) is a Dutch semiconductor manufacturing equipment provider. It enjoys a monopoly in the high-end market due to being the only firm capable of making EUV lithography machines. ASML Holding N.V. (NASDAQ:ASML)’s shares have gained 79% over the past year and are up by 16.8% year-to-date. Taiwan chip giant TSMC’s strong earnings report is also se ...

Group 1: Company Overview and Acquisition - The acquisition of Changzhou Weipu Semiconductor Equipment Co., Ltd. has been completed, and post-acquisition integration will focus on business, technology, and management synergies [2] - Changzhou Weipu specializes in defect detection equipment for photomasks and wafers, with significant market presence and core technology developed in-house [3] Group 2: Product and Market Position - Changzhou Weipu is one of the few companies in China that has achieved large-scale production of photomask defect detection equipment, with products utilized by major domestic and international wafer and photomask manufacturers [3] Group 3: Strategic Partnerships and Investments - The company has a stake in Shanghai Yudi Optoelectronics, which focuses on precision optical components and satellite laser communication systems, aligning with its strategic planning [4] - The wholly-owned subsidiary, Suzhou Weige Technology Industry Investment Co., Ltd., has established a venture capital fund targeting investments in semiconductor, renewable energy, AI, and aerospace sectors [5]

Core Viewpoint - The semiconductor equipment sector is currently attracting significant investment interest, driven by macroeconomic growth points and strong policy support, making it a key area for potential investment opportunities [4][7]. Group 1: Market Performance - The semiconductor equipment sector has shown remarkable performance in the A-share market, with the top three indices tracking semiconductor equipment themes performing the best year-to-date [5]. - The leading indices include the Semiconductor Materials Equipment Index, which has increased by 27.71%, and the Sci-Tech Innovation Board Semiconductor Materials Index, which has risen by 26.35% [6]. Group 2: Investment Logic - The investment logic in semiconductor equipment is driven by a dual-cycle resonance and the trend of domestic substitution, positioning these companies to benefit from the overall industry growth [8][16]. - The current industry cycle is characterized by a recovery in traditional demand and a surge in new demand driven by AI, with healthy inventory levels in consumer electronics and automotive sectors [12]. - The domestic semiconductor equipment localization rate is low, at approximately 25% for 2024, indicating significant room for growth in domestic production capabilities [14]. Group 3: ETF Landscape - Several ETFs have emerged to capitalize on the semiconductor equipment sector, with returns exceeding 20% this year, although performance varies based on the indices they track [19]. - The largest ETF, the Semiconductor Equipment ETF (159516.SZ), tracks the Semiconductor Materials Equipment Index, which includes 40 leading companies in the sector, with a weight of 86.5% in semiconductor equipment and materials [21]. - The Sci-Tech Semiconductor ETF (588170.SH) focuses on the Sci-Tech Innovation Board, offering higher volatility and potential returns due to its concentrated investment strategy [23]. Group 4: Investment Strategies - For investors seeking a balanced approach, the Semiconductor Materials Equipment ETF provides a diversified solution, while aggressive investors may prefer ETFs focused on the Sci-Tech Board for higher potential returns [30][32]. - Investors looking to capture gains across the entire semiconductor value chain, including design and manufacturing, may find the Zhongzheng Semiconductor Industry ETF to be a suitable option [33].

格隆汇1月20日丨矩子科技(300802.SZ)在投资者互动平台表示，公司控制线缆组件产品已向国内知名半 导体设备商供货，具体客户信息涉及商业秘密，不便透露，敬请谅解。半导体设备国产替代对于公司控 制线缆组件业务有积极作用。 ...

格隆汇1月20日丨矩子科技(300802.SZ)在投资者互动平台表示，公司控制线缆组件产品已向国内知名半 导体设备商供货，具体客户信息涉及商业秘密，不便透露，敬请谅解。半导体设备国产替代对于公司控 制线缆组件业务有积极作用。 ...

Group 1 - The semiconductor materials and equipment theme index from Zhongzheng fell by 0.26% as of January 20, 2026, with mixed performance among constituent stocks, including a 10.63% increase in ShenGong Co., and a 4.07% decrease in ChipSource Micro [1] - The semiconductor equipment ETF Huaxia (562590) experienced a decline of 0.44%, but saw a net inflow of funds over the past 10 days, with a maximum single-day net inflow of 365 million yuan, totaling 1.794 billion yuan, averaging 179 million yuan daily [1] - The STAR Market semiconductor materials and equipment theme index rose by 0.15%, with ShenGong Co. increasing by 13.68% and the STAR semiconductor ETF (588170) rising by 0.11%, also benefiting from a net inflow of 1.657 billion yuan over three days, averaging 552 million yuan daily [1] Group 2 - The STAR semiconductor ETF (588170) and its linked funds track the STAR Market semiconductor materials and equipment theme index, focusing on semiconductor equipment (60%) and materials (25%), benefiting from the domestic substitution trend and AI-driven semiconductor demand [2] - The Huaxia semiconductor equipment ETF (562590) and its linked funds also emphasize semiconductor equipment (63%) and materials (24%), targeting the upstream semiconductor sector [2] Group 3 - Dongwu Securities predicts that by 2026, driven by AI, domestic semiconductor equipment will enter a strong expansion cycle, with industry order growth potentially exceeding 30% [1]

Group 1 - The core viewpoint of the news is that Yitang Co., Ltd. experienced a decline in stock price and trading volume on January 19, with a net financing purchase of 8.09 million yuan [1] - On January 19, Yitang Co., Ltd. had a financing balance of 496 million yuan, accounting for 8.34% of its circulating market value [1] - The company specializes in the research, production, and sales of wafer processing equipment required for integrated circuit manufacturing, with a revenue composition of 77.21% from equipment sales, 20.28% from spare parts sales, 2.49% from service income, and 0.02% from licensing fees [1] Group 2 - As of September 30, the number of shareholders of Yitang Co., Ltd. was 40,700, a decrease of 68.63% compared to the previous period [2] - For the period from January to September 2025, Yitang Co., Ltd. achieved an operating income of 3.796 billion yuan, representing a year-on-year growth of 14.01%, and a net profit attributable to shareholders of 516 million yuan, with a year-on-year increase of 22.73% [2]

1月19日，矽电股份跌1.06%，成交额12.37亿元。两融数据显示，当日矽电股份获融资买入额1.44亿 元，融资偿还1.93亿元，融资净买入-4889.97万元。截至1月19日，矽电股份融资融券余额合计3.36亿 元。 融券方面，矽电股份1月19日融券偿还0.00股，融券卖出0.00股，按当日收盘价计算，卖出金额0.00元； 融券余量1300.00股，融券余额44.09万元。 资料显示，矽电半导体设备(深圳)股份有限公司位于广东省深圳市龙岗区龙城街道黄阁坑社区龙城工业 园3号厂房三楼东区、五楼中西区，成立日期2003年12月25日，上市日期2025年3月24日，公司主营业务 涉及主要从事半导体专用设备的研发、生产和销售,专注于半导体探针测试技术领域。主营业务收入构 成为：晶粒探针台54.52%，晶圆探针台34.00%，其他11.48%。 截至9月30日，矽电股份股东户数1.21万，较上期增加15.30%；人均流通股862股，较上期减少13.27%。 2025年1月-9月，矽电股份实现营业收入2.89亿元，同比减少20.54%；归母净利润2506.22万元，同比减 少61.30%。 分红方面，矽电股份A股上市 ...

Applied Materials (AMAT) is a leading provider of materials engineering solutions critical for manufacturing advanced semiconductor chips, displays, and solar products worldwide. The company specializes in equipment for wafer fabrication processes like deposition, etching, rapid thermal processing, and inspection, enabling atomic-level precision for next-generation nodes. Its technologies optimize fab productivity and accelerate the commercialization of cutting-edge electronics. Founded in 1967 and headq ...

ASML is arguably Europe's single most important exporter to the U.S. ...