A month has gone by since the last earnings report for Advanced Energy Industries (AEIS) . Shares have lost about 5.5% in that time frame, underperforming the S&P 500.But investors have to be wondering, will the recent negative trend continue leading up to its next earnings release, or is Advanced Energy due for a breakout? Well, first let's take a quick look at its most recent earnings report in order to get a better handle on the recent drivers for Advanced Energy Industries, Inc. before we dive into how ...

We came across a bullish thesis on ASML Holding N.V. on Rebound Capital’s Substack. In this article, we will summarize the bulls’ thesis on ASML. ASML Holding N.V.'s share was trading at $1060.00 as of November 28th. ASML’s trailing and forward P/E were 37.71 and 34.48 respectively according to Yahoo Finance. Photo by JESHOOTS.COM on Unsplash ASML Holding N.V. provides lithography solutions for the development, production, marketing, sales, upgrading, and servicing of advanced semiconductor equipment sy ...

智通财经APP获悉，12月4日，中国证监会发布《关于同意深圳市恒运昌真空技术股份有限公司首次公开发行股票注册的批复》。据悉，恒运昌拟在上交所 科创板上市，中信证券为保荐机构，拟募资15.50亿元。 招股书显示，恒运昌是国内领先的半导体设备核心零部件供应商，主要从事等离子体射频电源系统、等离子体激发装置、等离子体直流电源、各种配件的研 发、生产、销售及技术服务，并引进真空获得和流体控制等相关的核心零部件，围绕等离子体工艺提供核心零部件整体解决方案。 根据弗若斯特沙利文统计，，2024 年中国大陆半导体行业等离子体射频电源系统的市场规模为 65.6 亿元。中国大陆半导体行业等离子体射频电源系统的市 场仍呈现海外巨头 MKS 和 AE 高度垄断的竞争格局。2024 年在中国大陆半导体行业国产等离子体射频电源系统厂商中，恒运昌的市场份额位列第一，市场 地位领先。 ...

Core Viewpoint - Applied Materials, Inc. (NASDAQ:AMAT) is highlighted as a key player in the AI sector, with a price target increase from $240 to $285 by KeyBanc Capital Markets, maintaining an "Overweight" rating, indicating strong positioning for upcoming technology shifts driven by AI demand and advanced node transitions [1][2]. Group 1: Company Positioning - AMAT is recognized for its attractive valuation compared to peers, which have higher embedded expectations in their valuations, suggesting a favorable relative positioning ahead of several technology transitions [2]. - The company is expected to benefit from multi-year demand tailwinds driven by power/performance hungry AI applications and devices, which are pushing the industry towards new technologies such as N2/GAA, HBM, and advanced packaging [2]. Group 2: Industry Context - The semiconductor, display, and related industries are experiencing significant shifts due to AI-driven demand, which is expected to create opportunities for equipment makers like AMAT [3].

国金证券指出，现阶段全球半导体市场已结束去库周期，步入强劲复苏周期，设备市场维持高景气。DIGITIMES最新表示，2026年全球半导体市场规模或 将增长18.3%，达8800亿美元；晶圆代工产值则有望达到2331亿美元，增幅17%。 12月4日午后，热门半导体设备ETF（561980）涨幅进一步扩大、拉涨3.53%，成交额破1.5亿元。成份股金海通大涨8.58%，长川科技涨超7%，拓荆科技、 芯源微、京仪装备涨超6%，中科飞测、中微公司、北方华创等多股涨超4%。 数据显示，截至最新，半导体设备ETF（561980）标的指数中证半导年内涨幅高达54%，对比中证全指半导体、中华半导体芯片、国证芯片、芯片产业等主 流半导体指数年内表现位居第一。 据SEMI最新数据显示，2025年第三季度全球半导体设备销售额同比增长11%，达到336.6亿美元，环比增长2%。销售额增长主要得益于先进技术领域的强劲 投资，特别是面向人工智能计算的高端逻辑芯片、DRAM及先进封装解决方案。 风险提示：基金有风险，投资需谨慎。 ...

Group 1 - The semiconductor equipment ETF (561980) rose by 2.51%, leading its category with a trading volume of 140 million, indicating strong investor interest in domestic alternatives [1][2] - Key stocks within the ETF saw significant gains, with Jin Hai Tong up 8%, Zhongke Feicai up 7.90%, and several others including Changchuan Technology and Tuo Jing Technology rising over 5% [1] - The announcement of domestic GPU leader Moer Thread's listing on the Sci-Tech Innovation Board on December 5 has positively impacted related sectors, although the company cautioned that its projected price corresponds to a high static price-to-sales ratio of 122.51 times for 2024 [1] Group 2 - The semiconductor equipment ETF tracks the China Securities Semiconductor Equipment Index, with over 50% of its holdings in semiconductor equipment, and more than 90% in key areas such as equipment, materials, and integrated circuit design [2] - The ETF's top holdings include industry leaders like Zhongwei Company, Northern Huachuang, and others, with a concentration of nearly 80% in the top ten stocks, highlighting its high elasticity characteristics [2] Group 3 - The semiconductor equipment sector is positioned upstream in the supply chain, essential for chip manufacturing and testing, with expectations for significant order growth and performance realization by 2025 [1] - The domestic semiconductor equipment industry is anticipated to experience a new wave of rapid growth, driven by advancements in AI models and the expansion projects of major domestic storage manufacturers [1]

Flash | TBC leadership supported by technology – 1) HBM: After securing bulk TCB order (HBM3E 12H) last year, ASMPT is the 1st vendor to secure TCB orders for HBM4 12H. Mgmt. is confident of its TCB competitiveness going forward given ASMPT's technology leadership (fluxless active oxide removal), better yield, and tool scalability. 2) C2S: ASMPT remains the sole TCB supplier at key foundry. 3) C2W: leading foundry has adopted ASMPT's plasma solution ultrafine pitch TCB for HVM, with order upside potential p ...

2025年Q3(7-9月)全球半导体(芯片)制造设备销售额续现2位数(10%以上)增幅，连5季高于300亿美 元、刷新历史新高纪录。其中，台湾市场销售额飙增75%、增幅居所有市场之冠，连续第2季超越南 韩、成为全球第2大芯片设备市场。 公众号记得加星标⭐️，第一时间看推送不会错过。 日本半导体制造装置协会(SEAJ)3日公布统计数据指出，北美、欧洲销售虽暴减，不过因全球最大市 场中国销售扬升、台湾销售飙增，带动2025年Q3(7-9月)全球芯片设备(新品)销售额较去年同期增加 11%至336.6亿美元，连续第6季呈现增长，增幅连续第5季达2位数(10%以上)水准，季度别销售额连 续第5季高于300亿美元，超越2024年10-12月的335.6亿美元、创有资料可供比较的2005年以来历史 新高纪录。 日本半导体（芯片）制造设备销售续旺，2025 年10 月份销售额连12 个月高于4,000 亿日圆，创下同 期历史新高纪录。日本芯片设备股今日股价劲扬。 根据Yahoo Finance的报价显示，截至台北时间27日上午9点20分为止，芯片设备巨擘东京威力科创 （TEL）大涨2.60%，测试设备商爱德万测试（Adva ...

Applied Materials, Inc. (NASDAQ:AMAT) is included among the 15 Dividend Stocks that Outperform the S&P 500. Applied Materials (AMAT) Positioned for DRAM and TSMC-Driven WFE Growth, Says Morgan Stanley On December 2, Morga‍n‌ Sta‌nley raised its price‌ target on Applied Materials, Inc. (NASDAQ:AMAT) to‌ $273 fr​om $252 on the back of stron‍g⁠ growth expectations, whi⁠le maintaining an Ov‌erweig​ht r‍ating. The firm k‍ept its 2026‌ wafer fab equip‍ment (WFE) forecast largely unchanged at​ $1‍29 billi⁠on, r ...

Group 1 - Applied Materials (AMAT) stock has achieved a 20% return over a consecutive 7-day gain streak, increasing its market capitalization by approximately $25 billion to around $210 billion [2][3] - The stock is currently 64.8% higher than its value at the close of 2024, while the S&P 500 has year-to-date returns of 16.1% [2][3] - The recent performance is attributed to strong Q4 earnings and positive Q1 guidance, driven by increasing demand for AI-enabled advanced memory and logic chips [3][4] Group 2 - The momentum in AMAT stock may indicate increasing investor confidence, which could lead to additional buying opportunities [4] - The company offers manufacturing equipment, services, and software for semiconductor chip fabrication and display technologies, including LCD and OLED [5] - There are currently 50 S&P constituents with 3 or more consecutive days of gains, indicating a broader trend in the market [7]