中长期看，银河证券指出，中美两国头部互联网厂商资本开支预计仍将保持较快增长，Trendforce在11 月6日上修对头部互联网厂商今明两年资本支出的预计，达到2025年4306亿美元(+65%)、2026年6020亿 美元(+40%)，支撑未来对算力芯片的需求。国内存储厂为明年晶圆厂资本支出贡献主要增量，预计有 望带动半导体设备和材料需求。 据证券时报，南方基金基金经理郑晓曦在接受记者采访时指出，半导体设备板块正处于高速成长期的中 早阶段，整个板块正迎来双重利好驱动。一方面，随着自主可控政策持续支持，大型晶圆厂对中高端设 备的验证、测试需求越来越清晰。这些晶圆厂对明后年扩产规划积极，为国内设备企业提供了强劲的内 生增长动力。另一方面，AI和各类新兴应用驱动带来资本开支持续上调。近期存储器涨价和缺货现象 明显，存储板块明年资本开支需求向好，有望拉动刻蚀、薄膜沉积、先进封装等设备需求。"两大因素 共振，半导体设备景气度将持续攀升。从现在往后看三年，半导体自主可控有望进入产业持续突破的关 键周期。"她预计，从渗透率和国产化率角度，未来三年半导体自主可控有望大幅提升，行业增速保持 高位。 "自主可控方向核心逻辑是国产 ...

Accessible version AMEC (A) Leading etching toolmaker; initiate at Buy on solid WFE demand and localization Initiating Coverage: BUY | PO: 352.00 CNY | Price: 289.20 CNY Leading etching tool maker in China; initiate at Buy We initiate coverage on AMEC, a leading semiconductor equipment company based in China, with Buy rating and price objective (PO) of CNY352 (22% upside potential). Our bullishness on the stock is based on 1) the robust wafer fabrication equipment (WFE) demand in China, esp. given a potenti ...

11月21日，芯碁微装跌6.16%，成交额4.70亿元。两融数据显示，当日芯碁微装获融资买入额5100.77万 元，融资偿还7993.68万元，融资净买入-2892.91万元。截至11月21日，芯碁微装融资融券余额合计8.87 亿元。 融资方面，芯碁微装当日融资买入5100.77万元。当前融资余额8.86亿元，占流通市值的6.35%，融资余 额超过近一年80%分位水平，处于高位。 融券方面，芯碁微装11月21日融券偿还3747.00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8962.00股，融券余额95.00万元，低于近一年20%分位水平，处于低位。 资料显示，合肥芯碁微电子装备股份有限公司位于安徽省合肥市高新区长宁大道789号1号楼,香港铜锣 湾希慎道33号利园1期19楼1915室，成立日期2015年6月30日，上市日期2021年4月1日，公司主营业务涉 及主要从事以微纳直写光刻为技术核心的直接成像设备及直写光刻设备的研发、制造、销售以及相应的 维保服务,主要产品及服务包括PCB直接成像设备及自动线系统、泛半导体直写光刻设备及自动线系 统、其他激光直接成像设备以及上述产品的售后 ...

本报讯(记者袁传玺)天眼查App显示，近日，苏州华源半导体有限公司成立，注册资本3亿元，经营范围 包括半导体器件专用设备制造、半导体器件专用设备销售、电子专用材料制造、工业自动控制系统装置 制造等。股东信息显示，该公司由华源控股（002787）全资持股。 ...

A month has gone by since the last earnings report for Lam Research (LRCX) . Shares have lost about 5.4% 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 Lam Research due for a breakout? Before we dive into how investors and analysts have reacted as of late, let's take a quick look at its most recent earnings report in order to get a better handle on the important drivers.Lam Research's ...

Core Viewpoint - KLA (KLAC) stock is considered a promising investment opportunity due to strong margins, a low-debt capital structure, and significant growth potential, as it is currently 11% below its 52-week high [1][3]. Performance and Growth Potential - KLAC has experienced a 76% increase in stock price year-to-date, with further growth potential due to solid fundamentals [3]. - The stock recently declined by nearly 6% amid a broader tech sell-off, indicating volatility in the market [3]. - Revenue is forecasted to exceed $925 million in 2025, representing a 70% annual increase [4]. - The September 2025 quarter achieved a 43% operating margin, supported by a favorable product mix and manufacturing efficiencies [5]. - The service sector grew by 16% year-over-year, reaching $745 million [5]. - KLA's free cash flow of $3.9 billion over the past year supports its low-debt capital structure, emphasizing strong momentum with a year-to-date return exceeding 80% [6]. Fundamentals Comparison - KLA's operating cash flow margin averages approximately 34.0%, with an operating margin of 38.9% over the last three years [12]. - The company has shown revenue growth of 22.1% over the last twelve months and 8.7% over the last three-year average [12]. - Despite its momentum, KLAC trades 11% below its 52-week high, indicating room for further growth [12]. Investment Criteria - KLA meets several investment criteria, including a market cap greater than $2 billion, high operating or cash flow margins, no significant revenue decline in the past five years, a low-debt capital structure, and strong momentum [13].

半导体设备+哈勃，细分设备市占率第一且份额不断上升，哈勃位列前十大股东，产品已发往长江存储等 企业验证，这家公司产品拓展分选机、AOI检测机领域。 《电报解读》是一款主打时效性和专业性的即时资讯解读产品。侧重于挖掘重要事件的投资价值、分析 产业链公司以及解读重磅政策的要点。即时为用户提供快讯信息对市场影响的投资参考，将信息的价值 用专业的视角、朴素的语言、图文并茂的方式呈现给用户。 前言 ...

11月20日，矽电股份涨2.52%，成交额3.89亿元。两融数据显示，当日矽电股份获融资买入额4302.43万 元，融资偿还4644.99万元，融资净买入-342.56万元。截至11月20日，矽电股份融资融券余额合计2.06 亿元。 融资方面，矽电股份当日融资买入4302.43万元。当前融资余额2.06亿元，占流通市值的10.12%。 分红方面，矽电股份A股上市后累计派现3997.47万元。 机构持仓方面，截止2025年9月30日，矽电股份十大流通股东中，香港中央结算有限公司位居第一大流 通股东，持股26.60万股，相比上期增加18.18万股。博时半导体主题混合A（012650）位居第十大流通 股东，持股6.30万股，为新进股东。富国新兴产业股票A/B（001048）、富国创新企业灵活配置混合 (LOF)A（501077）退出十大流通股东之列。 责任编辑：小浪快报 融券方面，矽电股份11月20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0.00股，融券余额0.00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 ...

REDMOND, Wash.--(BUSINESS WIRE)--Data I/O Corporation (NASDAQ: DAIO), the leading global provider of data programming and security provisioning solutions for microcontrollers, security ICs and memory devices, today announced its participation in The Benchmark Company 14th Annual Discovery One-on-One Investor Conference on Thursday, December 4, 2025, in New York City. The investor presentation to be referenced during the conference will be made available within the investor relations section of. ...

Market Analysis by covering: Applied Materials Inc. Read 's Market Analysis on Investing.com ...