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Why Lam Research (LRCX) is a Top Growth Stock for the Long-Term
ZACKS· 2025-08-20 14:46
For new and old investors, taking full advantage of the stock market and investing with confidence are common goals. Zacks Premium provides lots of different ways to do both.Featuring daily updates of the Zacks Rank and Zacks Industry Rank, full access to the Zacks #1 Rank List, Equity Research reports, and Premium stock screens, the research service can help you become a smarter, more self-assured investor.Zacks Premium includes access to the Zacks Style Scores as well. What are the Zacks Style Scores? The ...
中国某显示企业新订购100套OLED设备
WitsView睿智显示· 2025-08-20 08:39
Core Viewpoint - Justem, a South Korean semiconductor equipment manufacturer, has signed a supply contract for approximately 100 high-vacuum static elimination systems with a Chinese display company, marking its entry into the overseas display market [1][4]. Group 1: Company Overview - Justem was established in 2016 and is headquartered in Yongin, Gyeonggi-do, South Korea, focusing on environmental control equipment in semiconductor manufacturing [4]. - The company specializes in providing high-vacuum static elimination systems and related environmental control and transport modules, primarily serving OLED production lines [4]. Group 2: Contract Details - The recent contract follows over six months of reliability and yield improvement verification between Justem and the client [5]. - Justem has previously supplied high-vacuum static elimination systems to domestic display companies in South Korea since 2023, including contracts with LGD for its Paju factory in October 2023 and April 2024 [4][5]. - The new contract is expected to drive Justem's expansion into the overseas display market [5]. Group 3: Product Development - Justem is actively working on upgrading the functionality of its high-vacuum static elimination systems, including enhancing fault prediction capabilities and developing products applicable in medium vacuum environments [5].
芯源微(688037)8月20日主力资金净流入6945.15万元
Sou Hu Cai Jing· 2025-08-20 07:58
金融界消息 截至2025年8月20日收盘,芯源微(688037)报收于129.98元,上涨6.54%,换手率3.07%, 成交量6.18万手,成交金额7.71亿元。 资金流向方面,今日主力资金净流入6945.15万元,占比成交额9.0%。其中,超大单净流入7330.45万 元、占成交额9.5%,大单净流出385.30万元、占成交额0.5%,中单净流出流出1852.27万元、占成交额 2.4%,小单净流出5092.88万元、占成交额6.6%。 通过天眼查大数据分析,沈阳芯源微电子设备股份有限公司共对外投资了6家企业,参与招投标项目322 次,知识产权方面有商标信息32条,专利信息612条,此外企业还拥有行政许可63个。 来源:金融界 芯源微最新一期业绩显示,截至2025一季报,公司营业总收入2.75亿元、同比增长12.74%,归属净利润 466.00万元,同比减少70.89%,扣非净利润4006.80万元,同比减少564.25%,流动比率2.615、速动比率 1.410、资产负债率50.24%。 天眼查商业履历信息显示,沈阳芯源微电子设备股份有限公司,成立于2002年,位于沈阳市,是一家以 从事计算机、通信和其 ...
芯碁微装股价下跌4.52% 直写光刻设备获封测龙头批量采购
Jin Rong Jie· 2025-08-19 18:21
Group 1 - The stock price of Chipbond Technology is reported at 128.90 yuan, down by 6.10 yuan from the previous trading day [1] - The opening price for the day was 135.33 yuan, with a high of 137.33 yuan and a low of 126.40 yuan, resulting in a trading volume of 97,436 lots and a transaction amount of 1.265 billion yuan [1] - Chipbond Technology specializes in the research, production, and sales of semiconductor equipment, with its products primarily used in integrated circuits, advanced packaging, and new display fields [1] Group 2 - The company announced that its wafer-level and panel-level direct-write lithography equipment series has received purchase orders from several leading domestic packaging and testing companies [1] - The products will be applied in large-size chip packaging fields such as SoW, CIS, and CoWoS-L [1] - The first batch of equipment is expected to be put into customer production lines by the end of the year [1]
华工科技:在微纳米“小世界”精研“大文章” | 武汉产业创新联合实验室巡礼⑤
Chang Jiang Ri Bao· 2025-08-19 13:14
武汉市首批产业创新联合实验室系列巡礼⑤ 武汉市半导体激光装备产业创新联合实验室 8月7日,一台全新的全自动晶圆激光开槽智能装备从华工科技智能制造未来产业园启程,发往华东某半导体客户现场。这台专为8—12英寸半导体晶圆设 计的激光精细开槽设备,搭载国产的华日超快激光器,能以5微米超高精度进行表面微槽刻蚀,一片12英寸晶圆处理仅需3分钟。 这是武汉市半导体激光装备产业创新联合实验室(以下简称半导体联合实验室)的最新成果之一。"从激光器、运动台到控制软件,该装备实现了核心零 部件全国产化突破。"半导体联合实验室技术负责人、华工科技半导体产品线总经理黄伟近日介绍。 作为武汉市首批10家产业联合实验室之一,由华工科技牵头,联合华中科技大学、九峰山实验室、长飞先进半导体公司等单位组建的半导体联合实验室, 创新性地将科研战场搬到企业一线,通过"单元技术—装备集成—应用示范"的链式攻关,有效支撑了半导体激光高端装备"从0到1"的研发与产业化落地。 △华工科技研发工程师正在做工艺测试。 Part.1 矢志创新攻坚 创下70多项"中国第一" "向高处立,向远处进,向宽处走,向深处做。"位于东湖科学城的华工科技智能制造未来产业园, ...
中科飞测(688361):先进制程占比持续提升,Q2营收超市场预期
HUAXI Securities· 2025-08-19 05:11
Investment Rating - The investment rating for the company is "Accumulate" [1] Core Views - The company reported a significant revenue increase in Q2 2025, achieving 408 million yuan, a year-on-year growth of 78.73%, driven by accelerated order confirmations [3] - The gross margin improved, indicating a potential turning point in profitability, with Q2 2025 net profit nearing breakeven [4] - The company plans to raise 2.5 billion yuan for R&D and production capacity expansion, focusing on high-end semiconductor quality control equipment [5] Summary by Sections Event Overview - The company released its mid-year report for 2025 [2] Revenue Growth - In H1 2025, the company achieved revenue of 702 million yuan, a year-on-year increase of 51.39% [3] - The revenue from detection equipment was 426 million yuan, while measurement equipment revenue was 256 million yuan, reflecting strong demand and order growth [3] Profitability Improvement - The company reported a net loss of 18 million yuan in H1 2025, with Q2 losses narrowing significantly [4] - The gross margin for H1 2025 was 54.31%, up 8.08 percentage points year-on-year, driven by an increase in advanced process products [4] Future Projections - Revenue projections for 2025-2027 are 2.074 billion, 3.078 billion, and 4.421 billion yuan, with respective year-on-year growth rates of 50.3%, 48.4%, and 43.6% [6] - Expected net profits for the same period are 280 million, 618 million, and 854 million yuan, with substantial growth rates [6] Investment Strategy - The company maintains its "Accumulate" rating, with a target price based on projected earnings per share of 0.87, 1.92, and 2.65 yuan for 2025-2027 [6]
CVD Equipment Stock Declines Following Weak Q2 Earnings and Revenue
ZACKS· 2025-08-18 19:16
Shares of CVD Equipment Corporation (CVV) have lost 20% since the company reported its earnings for the quarter ended June 30, 2025. This compares with the S&P 500 Index’s 1.2% gain over the same period. Over the past month, the stock has lost 15.9%, while the S&P 500 advanced 2.5%.CVV’s Revenue and Earnings PerformanceCVD Equipment reported second-quarter 2025 revenues of $5.1 million, down 19.4% from $6.3 million in the prior-year period. Gross profit declined 30.4% year over year to $1.1 million from $1. ...
盛美上海“期中”业绩亮眼,七大板块产品共筑未来增长引擎
Mei Ri Jing Ji Xin Wen· 2025-08-18 01:33
Core Viewpoint - Semiconductor equipment company, Shengmei Shanghai, reported impressive performance in the first half of 2025, with significant revenue and profit growth driven by strong demand in the Chinese market and effective execution of its technology differentiation strategy [1][3][4]. Financial Performance - Shengmei Shanghai achieved operating revenue of 3.265 billion yuan, a year-on-year increase of 35.83% - The net profit attributable to shareholders reached 696 million yuan, up 56.99% year-on-year [1][3]. Market Demand and Strategy - The rapid growth in revenue and net profit is attributed to robust demand in the Chinese market, successful order accumulation, and efficient delivery and acceptance processes [3]. - The company has implemented a "product platformization" strategy, enhancing product technology and performance to meet diverse customer needs [3][4]. R&D Investment - In the first half of 2025, the company's R&D investment totaled 544 million yuan, a 39.47% increase year-on-year, representing 16.67% of operating revenue [5]. - The company has filed a total of 1,800 patents, with 494 granted, of which 489 are invention patents, indicating a strong focus on innovation [4][5]. Industry Position and Growth Potential - Shengmei Shanghai ranks fourth globally in semiconductor cleaning equipment with an 8.0% market share and third in semiconductor plating equipment with an 8.2% market share [7]. - The company is actively upgrading its products, including the Ultra C wb wet cleaning equipment, which utilizes patented nitrogen bubbling technology, enhancing its competitiveness in advanced chip manufacturing [7][8]. Future Outlook - The company anticipates full-year revenue for 2025 to be between 6.5 billion and 7.1 billion yuan, reflecting confidence in future growth based on industry trends and order forecasts [6]. - Shengmei Shanghai has developed a range of products, including cleaning, plating, and advanced packaging equipment, addressing a market potential of approximately 20 billion USD [9].
华海清科战略投资苏州博宏源
Group 1 - The core viewpoint of the article is that Huahai Qingke has completed a strategic investment in Suzhou Bohongyuan Equipment Co., Ltd., marking an important step in enhancing the semiconductor key equipment industry chain layout [1] - This investment is intended to establish a strategic partnership between the two companies, focusing on deep collaboration in research and development, supply chain, and sales [1] - The collaboration aims to promote technological advancement and industrial upgrading of domestic high-end precision planar equipment [1]
蚌埠甫瑞传感技术有限公司成立 注册资本2500万人民币
Sou Hu Cai Jing· 2025-08-16 00:47
Group 1 - A new company, Bengbu Purui Sensor Technology Co., Ltd., has been established with a registered capital of 25 million RMB [1] - The legal representative of the company is Wang Xue [1] - The company's business scope includes technology services, development, consulting, and transfer, as well as manufacturing and sales of semiconductor devices and electronic components [1] Group 2 - The company is also involved in the manufacturing and sales of smart instruments and environmental monitoring instruments [1] - The operations are not limited to licensed businesses, allowing the company to operate legally within non-prohibited or restricted projects [1]