【中信通信】罗博特科：下一个泰瑞达 光学测试有着远高于电学测试的护城河： 1、更高精度要求：电学探针在测试时误差可以到~5um，但是光学测试误差如果达到0~5um，光衰减就要达到50% 以上，而目前光纤阵列通道达到几十上百根； 2、更多的控制维度：电探针的控制通常只有XYZ三个维度（3轴），而光学探针的对准需要额外上下俯仰+左右倾 斜+同轴旋转三个维度（6维），因此控制难度大幅增加； 【中信通信】罗博特科：下一个泰瑞达 光学测试有着远高于电学测试的护城河： 1、更高精度要求：电学探针在测试时误差可以到~5um，但是光学测试误差如果达到0~5um，光衰减就要达到50% 以上，而目前光纤阵列通道达到几十上百根； 2、更多的控制维度：电探针的控制通常只有XYZ三个维度（3轴），而光学探针的对准需要额外上下俯仰+左右倾 斜+同轴旋转三个维度（6维），因此控制难度大幅增加； 3、需要主动对准：这个是最核心的护城河，因为芯片对准后的点胶固化后的体积变化、使用中的温度变化都会造 成微米级的偏差，以上需要大量的经验，数据和算法进行预判； 罗博特科子公司Fi-c-o-n-T-EC：成立于2001年，总部位于德国下萨克森州Ac- ...

Core Viewpoint - Amtech Systems, Inc. will announce its financial results for the first quarter of fiscal 2026 on February 5, 2026, after market close [1] Group 1: Financial Results Announcement - The financial results will cover the first quarter ended December 31, 2025 [1] - A conference call will be held at 5:00 pm ET on February 5, 2026, to discuss these results [1] - The call will be accessible to interested parties [1]

Group 1 - KLA Corporation (NASDAQ:KLAC) is recognized as a well-managed company in the semiconductor capital equipment sector, with significant stock performance, having increased substantially in value [1][2] - The company specializes in developing tools and software for chipmakers, focusing on improving the quality and yield of semiconductor manufacturing, driven by high demand for memory chips in data centers [2] - KLA's stock saw a remarkable increase of 93% last year, indicating strong market performance and demand for its products, particularly due to insufficient production capacity to meet chip requirements [2] Group 2 - While KLA Corporation shows potential as an investment, there are AI stocks that may offer greater upside potential and lower downside risk, suggesting a competitive landscape in investment opportunities [3]

Axcelis Technologies (NASDAQ:ACLS) is currently in Phase 18, the final stage of its 18-phase Adhishthana cycle on the weekly charts. Based on the stock's internal structure, this phase is likely to be characterised by consolidation and sluggish price action rather than a trending move. Here's why.Analysing Axcelis' Triad StructureTo assess how Phase 18 may unfold, it is critical to revisit the stock's Guna Triads.Under the Adhishthana framework, Phases 14, 15, and 16 together form the Guna Triads. These pha ...

Teradyne Inc. (NASDAQ:TER) , a top holding in Cathie Wood‘s ARK Invest funds, has flashed a potential warning signal for value-conscious investors.Valuation Flashes ‘Bottom 10%’ WarningFollowing a nearly 12% year-to-date rally, the company’s fundamental valuation metrics have deteriorated relative to peers, with its Benzinga Edge’s value score sinking to a precarious 9.55.The sharp decline indicates that the stock is now arguably “overpriced,” ranking in the bottom 10th percentile of stocks when compared to ...

SANTA CLARA, Calif., Jan. 22, 2026 (GLOBE NEWSWIRE) -- Applied Materials, Inc. today announced that it will hold its fiscal first quarter 2026 earnings conference call on Thursday, Feb. 12, 2026, at 4:30 p.m. ET / 1:30 p.m. PT. The call will be webcast live at: https://ir.appliedmaterials.com. A replay will be available on the same day beginning at 8:00 p.m. ET / 5:00 p.m. PT. About Applied MaterialsApplied Materials, Inc. (Nasdaq: AMAT) is the leader in materials engineering solutions that are at the found ...

—Updated 2025 Revenue Outlook to $885 to $900 Million——Projected 2026 Revenue Outlook of $1,080 to $1,175 Million— FREMONT, Calif., Jan. 22, 2026 (GLOBE NEWSWIRE) -- ACM Research, Inc. (“ACM”) (NASDAQ: ACMR), a leading supplier of wafer and panel processing solutions for semiconductor and advanced packaging applications, today has updated its full year 2025 revenue outlook to a range of $885 to $900 million, versus a range of $875 million to $925 million as was provided in ACM’s third quarter 2025 earnings ...

南财智讯1月22日电，强瑞技术在投资者关系活动中表示，公司主要向半导体设备厂商配套供应夹治 具、精密结构件及零部件模组等产品。目前从国内头部半导体设备厂商获取的订单金额逐步增加，业务 开展情况良好。在深化与现有客户合作的同时，公司对新客户的开拓进展也较为理想。 ...

1月22日，微导纳米跌5.03%，截至发稿，报73.96元/股，成交4.24亿元，换手率1.21%，总市值341.07亿 元。 资料显示，江苏微导纳米科技股份有限公司位于江苏省无锡市新吴区长江南路27号，成立日期2015年12 月25日，上市日期2022年12月23日，公司主营业务涉及以ALD技术为核心,致力于先进微、纳米级薄膜 沉积技术和设备的研究与产业化应用,为光伏、集成电路、柔性电子等半导体与泛半导体行业提供高端 装备与技术解决方案。主营业务收入构成为：光伏设备76.54%，半导体设备18.43%，配套产品及服务 3.07%，其他1.89%，其他(补充)0.07%。 从微导纳米十大流通股东角度 数据显示，华泰柏瑞基金旗下1只基金位居微导纳米十大流通股东。光伏ETF（515790）三季度减持 2.89万股，持有股数157.44万股，占流通股的比例为1.56%。根据测算，今日浮亏损失约617.16万元。 光伏ETF（515790）基金经理为李茜、李沐阳。 截至发稿，李茜累计任职时间6年81天，现任基金资产总规模414.59亿元，任职期间最佳基金回报 111.21%， 任职期间最差基金回报-18.35%。 李 ...

截至9月30日，矽电股份股东户数1.21万，较上期增加15.30%；人均流通股862股，较上期减少13.27%。 2025年1月-9月，矽电股份实现营业收入2.89亿元，同比减少20.54%；归母净利润2506.22万元，同比减 少61.30%。 分红方面，矽电股份A股上市后累计派现3997.47万元。 1月21日，矽电股份跌3.64%，成交额10.17亿元。两融数据显示，当日矽电股份获融资买入额1.24亿 元，融资偿还1.02亿元，融资净买入2162.63万元。截至1月21日，矽电股份融资融券余额合计3.05亿 元。 融资方面，矽电股份当日融资买入1.24亿元。当前融资余额3.05亿元，占流通市值的8.69%。 融券方面，矽电股份1月21日融券偿还100.00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1200.00股，融券余额40.36万元。 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3号厂房三楼东区、五楼中西区，成立日期2003年12月25日，上市日期2025年3月24日，公司主营业务 涉及主要从事半导体专用设备的研发、生 ...