公众号记得加星标⭐️，第一时间看推送不会错过。 来源：内容 编译自 semiconductor-digest 。 SEMI今日宣布，根据其《年中半导体设备总体预测——OEM视角》，预计2025年全球原始设备制造商（OEM）的半导体 制造设备总销售额将创下1255亿美元的行业新高，同比增长7.4%。预计2026年半导体制造设备将继续增长，销售额预计 将达到1381亿美元的新高，这主要得益于前沿逻辑、存储器和技术转型。 SEMI总裁兼首席执行官阿吉特·马诺查（Ajit Manocha）表示："继2024年强劲增长之后，预计今年全球半导体制造设备 销售额将再次增长，并在2026年创下新高。尽管半导体行业正密切关注宏观经济的不确定性，但人工智能推动的芯片创新 需求正在推动产能扩张和尖端生产的投资。" 半导体设备销售额（按部门划分） 晶圆厂设备 (WFE) 部门（包括晶圆加工、晶圆厂设施和掩模版/光罩设备）的销售额在去年创下 1043 亿美元的新高后， 预计到 2025 年将增长 6.2%，达到 1108 亿美元。SEMI 2024 年年终设备预测的 1076 亿美元相比，这一上调主要得益于 代工和存储器应用销售额的增 ...

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智通财经APP讯，ASMPT(00522)公布2025年中期业绩，销售收入为港币 65.3 亿元，按年增长0.7%，按 半年则减少 3.3%。新增订单总额为港币 71.1 亿元，按年增长12.4%，按半年亦增长10.5%;综合除税后 盈利为港币 2.17 亿元，按年减少 30.9%，按半年则增加 672.7%。经调整盈利为港币 2.18 亿元，按年减 少30.7%，按半年则增长95.7%。每股基本盈利为港币 0.52 元，拟派发中期股息每股港币 0.26 元。 集团的经调整经营盈利为港币 2.18 亿元，按半年增长 95.7%，按年则下降 30.7%。除经营利润受影响 外，按半年取得改善主要由税项抵免所推动，而部分则被因美元走弱而带来的外币匯兑不利影响所抵 销，尽管集团已有对冲措施。按年则取得下降，主要由于外币汇兑不利影响所致，而部份则被来自位于 欧洲和亚洲研发中心的税项抵免优惠所抵销。 此外，预计2025年第三季度销售收入将在4.45 亿美元至 5.05 亿美元之间，以其中位数计按年增长 10.8%，按季亦增长8.9%，高于市场预期。集团对取得可持续稳定的先进封装销售收入充满信心，并预 期表面贴装技术解决方 ...

Almere, The Netherlands July 22, 2025, 6 p.m. CET Solid Q2 results against a backdrop of continued mixed market conditions ASM International N.V. (Euronext Amsterdam: ASM) today reports its Q2 2025 results (unaudited). Financial highlights € million Q2 2024 Q1 2025 Q2 2025 New orders 755.4 834.2 702.5 yoy change % at constant currencies 56% 14% (4%) Revenue 706.1 839.2 835.6 yoy change % as reported <td style="width:67px;;text-align: right ; vertical-align: middle; border-b ...

After reaching an important support level, Applied Materials (AMAT) could be a good stock pick from a technical perspective. AMAT surpassed resistance at the 20-day moving average, suggesting a short-term bullish trend.The 20-day simple moving average is a well-liked trading tool because it provides a look back at a stock's price over a 20-day period. Additionally, short-term traders find this SMA very beneficial, as it smooths out short-term price trends and shows more trend reversal signals than longer-te ...

伐谋-中小盘次新股说 2025 年 07 月 22 日 矽电股份（301629.SZ）：国内领先的探针台设备企业 中小盘研究团队 ——中小盘次新股说 zhoujia@kysec.cn 证书编号：S0790523070004 周佳（分析师） 赵晨旭（联系人） 开 源 证 券 证 券 研 究 报 告 zhaochenxu@kysec.cn 证书编号：S0790124120019 境内领先的探针台设备制造企业，持续受益于国产替代 矽电股份是国内领先的探针测试技术系列设备制造企业，专注于半导体探针测试 技术领域。凭借国内领先的技术水平和优质的客户服务，已成为中国大陆探针台 市场市占率排名第一的境内厂商。技术方面，公司是中国大陆首家实现产业化应 用的 12 英寸晶圆探针台设备厂商，定位精度等方面比肩行业第一梯队厂商东京 电子和东京精密，2024 年 H1 核心技术产品收入占比超九成。服务方面，公司相 比境外竞争对手更加贴近中国大陆半导体生产企业，具备贴近产地的地缘优势和 快速响应的售后服务。随着半导体行业在国民经济中基础性、关键性和战略性地 位愈发凸显，国产替代进程将持续深化，探针台等半导体设备市场增量空间有望 加速打 ...

MIGDAL HA'EMEK, Israel, July 22, 2025 /PRNewswire/ -- Camtek Ltd. (Nasdaq: CAMT) (TASE: CAMT) announced that it would be releasing its financial results for the second quarter 2025 on Tuesday, August 5, 2025.The Company will host a video conference call later that same day via Zoom, starting at 9:00 am ET. Rafi Amit, Chief Executive Officer, Moshe Eisenberg, Chief Financial Officer and Ramy Langer, Chief Operating Officer will host the call and will be available to answer questions after presenting the resu ...

相关上市企业：北方华创（002371）、盛美上海（688082）、新益昌（688383）、拓荆科技 （688072）、芯源微（688037）、华海清科（688120）、长川科技（300604）、宇环数控（002903）、 宇晶股份（002943）、大族激光（002008）、光力科技（300480）、快克智能（603203）等。 相关企业：TOWA半导体设备（苏州）有限公司、安徽大华半导体科技有限公司等。 关键词：半导体封装设备、市场规模、传感器、半导体设备、销售额 一、半导体封装设备行业概述 内容概况：半导体封装设备是半导体产业链中用于芯片加工、电路连接和机械保护的专用设备，其核心 作用是将晶圆切割后的芯片通过贴装、键合等工艺固定到基板或PCB板上，实现电连接并提供物理防 护。近年来，在全球半导体产业持续发展的背景下，特别是在智能手机、人工智能、物联网和汽车电子 等新兴应用领域的强劲需求推动下，中国半导体封装设备市场呈现出稳健的增长态势。数据显示，2024 年中国半导体封装设备销售额为282.7亿元，同比增长18.93%，2025年一季度销售额约为74.78亿元。随 着5G、物联网、人工智能等技术的快速发展， ...

Core Viewpoint - ASML is a dominant player in the lithography market, crucial for the production of modern electronics, and has shown significant long-term stock performance despite recent volatility [1][2][4]. Financial Performance - ASML's stock has increased over 600% in the last decade, outperforming the S&P 500's 200% return [2]. - In Q2 2025, ASML reported net sales of 7.7 billion euros and earnings per share (EPS) of 5.9 euros, both exceeding expectations [7]. - The company achieved net bookings of 5.5 billion euros in Q2, a 30% increase over analyst expectations of 4.2 billion euros [8]. Market Position and Demand - ASML's extreme ultraviolet (EUV) lithography machines are essential for semiconductor manufacturers, accounting for 48% of Q2 net system sales [6][7]. - The semiconductor industry is expected to see increased capital expenditures driven by trends in AI, driverless cars, and renewable energy [9]. Future Outlook - ASML projects revenue between 44 billion euros and 60 billion euros by 2030, with a midpoint estimate of 52 billion euros, indicating a 60% growth from current expectations of 32.5 billion euros [12]. - The company's price-to-earnings ratio (P/E) of 31 is below its 10-year average, suggesting potential for long-term investment [10]. Competitive Advantage - ASML maintains a strong market position with high profit margins and a robust balance sheet, making it less vulnerable to competition [13]. - The company is considered well ahead of competitors in the lithography market, which supports its business stability [13].

Investors might want to bet on Applied Materials (AMAT) , as it has been recently upgraded to a Zacks Rank #2 (Buy). This upgrade primarily reflects an upward trend in earnings estimates, which is one of the most powerful forces impacting stock prices.The sole determinant of the Zacks rating is a company's changing earnings picture. The Zacks Consensus Estimate -- the consensus of EPS estimates from the sell-side analysts covering the stock -- for the current and following years is tracked by the system.The ...