Trevor Williams/DigitalVision via Getty Images Summary Foreign equity markets delivered their best returns in over a decade while our International Growth Composite Portfolio (the “Portfolio) finished the year essentially flat. This underperformance was not a result of deteriorating business fundamentals among our holdings, but rather a pronounced market preference for cyclically sensitive businesses. We seek to invest in businesses with durable competitive advantages, strong returns on capital, and re ...

Lam Research Corp. (NASDAQ:LRCX) posted upbeat second-quarter earnings on Wednesday.Lam Research reported quarterly earnings of $1.27 per share, which beat the Street estimate of $1.17 by 8.45%, according to Benzinga Pro. Quarterly revenue of $5.35 billion beat the analyst consensus estimate of $5.24 billion and was up from $4.38 billion from the same period last year."Lam delivered another strong quarter to cap a record year," said Tim Archer, Lam Research CEO.Lam Research is looking for third-quarter adju ...

证券日报网1月29日讯，盛美上海在接受调研者提问时表示，清洗设备的市场竞争一直存在，但公司高 度重视技术差异化，持续推进产品创新与技术突破，相关创新技术也同步申请了专利保护，公司的核心 技术本身是无法复制的。同时，公司坚持长期稳健的研发投入，为技术创新提供强劲支撑，有效巩固了 公司的核心竞争力。 ...

Core Insights - ASML Holding N.V. is ranked fifth among the 20 most profitable stocks over the last 20 years [1] - Berenberg raised its price target for ASML to €1,300 from €1,200 while maintaining a Buy rating [1] - Bernstein increased its price target for ASML to $1,642 from $1,528 and maintained an Outperform rating, highlighting strong demand from China-related DUV [2] Company Overview - ASML Holding N.V. is a leading semiconductor equipment company specializing in advanced lithography systems for integrated circuit manufacturing [3]

格隆汇1月29日｜有投资者在互动平台向燕麦科技提问：请问IC载板测试设备目前国产化率在多少，国 内有无相关厂家？燕麦科技回复称，IC载板测试设备暂无权威国产化率数据，整体国产化率偏低。国内 已有本土企业布局该领域，公司也在积极推进相关业务布局。 ...

如果您希望可以时常见面，欢迎标星收藏哦~ 日本去年(2025年)半导体(芯片)制造设备销售旺，史上首度冲破5兆日圆大关、刷新历史新高纪 录。 日本半导体制造装置协会(SEAJ)公布统计数据指出，2025年日本制芯片设备销售额年增14%至5兆 585.08亿日圆，连续第2年呈现增长，年销售额为史上首度冲破5兆日圆大关，远超2024年的4兆 4,355.99亿日圆、连续第2年创下历史新高纪录。 单就2025年12月份情况来看，日本芯片设备销售额(3个月移动平均值、包含出口)为4,234.87亿日 圆、较去年同月减少4.5%，为24个月来首度陷入萎缩，不过月销售额连续第26个月高于3,000亿日 圆、连14个月高于4,000亿日圆，创下史上第6高纪录。 和前一个月份(2025年11月)相比、增加0.7%，连续第2个月呈现月增。 日本芯片设备全球市占率(以销售额换算)达3成、仅次于美国位居全球第2大。 喜欢我们的内容就点 "在看 " 分享给小伙伴哦~ 全球市值最高的10家芯片公司 日本晶圆切割机大厂DISCO 1月21日公布财报数据指出，上季(2025年10-12月)可用来反映客户投 资意愿的出货额较去年同期成长3% ...

1月28日，光刻机厂商ASML发布2025年第四季度业绩，这份创季度新高的业绩中有几个关键数据：当季营收97亿欧元，光刻机及其他设 备贡献76亿欧元，毛利率52.2%，净利润达28亿欧元，同时手握74亿欧元新增的EUV订单。截至2025年底，ASML的未交付订单金额为 388亿欧元。 与此同时，ASML宣布启动一项新的最高达120亿欧元的股票回购计划，预计将于 2028年12月31日前执行完毕。 ASML预计2026年第一季度净销售额在82亿至89亿欧元之间，毛利率介于51%至53%。 之所以强调转向EUV时代，除了新增的74亿欧元的EUV订单之外，最核心的是本季度76亿欧元的设备收入中，EUV光刻机贡献了48%， 即36.48亿欧元，而在第三季度，DUV还是绝对的营收主力。 ASML开始大幅度转向EUV时代。 根据ASML披露的数据，2025年全年EUV销售额增长39%至116亿欧元，确认的营收总计48台，而DUV虽然整体贡献了120亿欧元，但销 售额同比下滑6%。 所以在第三季度公布EUV订单时，我们就强调，随着主要晶圆厂都在追2nm及更先进制程，EUV营收占比扩大的趋势会更加明显。 除了美国，日本地区对 ...

Applied Materials, Inc. (NASDAQ:AMAT) is among Goldman Sachs’ top semiconductor stock picks. On January 16, KeyBanc Capital Markets boosted its price target for Applied Materials, Inc. (NASDAQ:AMAT) to $380 from $285. KeyBanc maintained an Overweight rating on the stock, citing Applied Materials’ “diversified supplier position and potential benefits from increasing deposition and etch intensity.” Applied Materials (AMAT) Gains Analyst Support as Multi-Year Semiconductor Tailwinds Take Shape The analysts ...

Lam Research Corporation (NASDAQ:LRCX) is among Goldman Sachs’ top semiconductor stock picks. On January 14, Stifel raised its price target on Lam Research Corporation (NASDAQ:LRCX) to $250 from $160 and maintained a Buy rating on the stock. The firm made this move in response to Lam Research’s strong performance in 2025. During calendar year 2025, the company’s system sales grew by more than 40% year over year. Stifel noted that this rate significantly outpaced overall wafer fabrication equipment (WFE) gr ...

Lam Research Corporation (NASDAQ:LRCX) upgraded from Hold to Buy by Summit Insights Group.Reported earnings of $1.27 per share, beating the Zacks Consensus Estimate.Recorded revenue of $5.34 billion for the quarter, surpassing expectations.Lam Research Corporation, listed on the NASDAQ as LRCX, is a prominent player in the semiconductor equipment industry. The company specializes in designing and manufacturing equipment used in the fabrication of integrated circuits. As a leader in its field, Lam Research c ...