2025年，公司所在的半导体封装和测试设备领域需求持续增长，同时公司持续进行技术研发和产品迭 代，三温测试分选机及大平台超多工位测试分选机(针对于效率要求更高的大规模、复杂测试)等需求持 续增长，公司测试分选机产品销量实现较大提升，公司2025年年度业绩实现较好的增长。 智通财经APP讯，金海通(603061.SH)发布公告，公司预计2025年度实现归属于母公司所有者的净利润 1.6亿元到2.1亿元，与上年同期相比，将增加8,151.85万元到13,151.85万元，同比增加103.87%到 167.58%。 ...

金海通1月14日公告，预计2025年度归母净利润1.6亿元-2.1亿元，同比增长103.87%-167.58%。公司称， 2025 年，公司所在的半导体封装和测试设备领域需求持续增长，同时公司持续进行技术研发和产品迭 代，三温测试分选机及大平台超多工位测试分选机（针对于效率要求更高的大规模、复杂测试）等需求 持续增长，公司测试分选机产品销量实现较大提升，公司2025年年度业绩实现较好的增长。 ...

金海通公告，预计2025年度实现归属于母公司所有者的净利润1.6亿元到2.1亿元，同比增加103.87%到 167.58%；预计2025年度实现归属于母公司所有者的扣除非经常性损益的净利润1.55亿元到2.05亿元， 同比增加128.83%到202.64%。2025年，公司所在的半导体封装和测试设备领域需求持续增长，同时公 司持续进行技术研发和产品迭代，三温测试分选机及大平台超多工位测试分选机（针对于效率要求更高 的大规模、复杂测试）等需求持续增长，公司测试分选机产品销量实现较大提升，公司2025年年度业绩 实现较好的增长。 ...

关联个股： 寒武纪-U（688256）、海光信息（688041）、中芯国际（688981）、中微公司（688012）、金山办公 （688111）、澜起科技（688008）、百利天恒（688506）、联影医疗（688271）、影石创新 （688775）、拓荆科技（688072） 科创板定位清晰，主要服务于半导体、生物医药、高端装备等关键领域的创新企业。投资科创综指，等 同于投资中国科技突破和国产化替代前沿。面对外部环境变化，科技自主可控已成为国家发展的重中之 重。尤其在AI芯片、半导体设备等领域，国产化进程加速，为科创板企业带来巨大成长空间。 关联产品： 科创综指ETF鹏华（589680），联接基金（A类 023757，C类 023758，I类 024141） 早盘半导体设备股强势拉升。国内晶圆厂产能利用率回升扩产意愿强烈，AI驱动全球存储芯片行业迈 入"超级周期"阶段，叠加自主可控逻辑下国产化率提升，带动设备需求。同时，AI应用板块再度走强， 因阿里巴巴等多家厂商近期预计发布新一代大模型，AI产业催化不断，应用商业化发展空间广阔。今 日科创综指及成分股显著上涨，或受半导体设备国产化加速与AI产业链多重利好驱动 ...

1月14日上午，存储器与半导体设备"卷土重来"！受益于存储"超级周期"首份年报预增超500%提振，多家存储公司开盘大涨。上游半导体设备由于核心受益 于存储需求高增，目前多股拉升。 高"设备"含量——半导体设备ETF（561980）盘中拉涨3.26%，实时成交额超1.4亿元，近期基金规模刚创新高。目前权重股中微公司涨超4%，海光信息涨超 6%，拓荆科技、长川科技涨超5%，寒武纪、北方华创、中芯国际、南大光电等涨超1%；成份股江丰电子、珂玛科技等持续拉升。 消息面上，美国放宽了H200芯片出口到中国的监管规定，此前已"条件性"允许向中国出售H200人工智能芯片。关于H200的放开，多家机构认为对国产算力 产业链影响非常有限，反而会提振国产替代信心。 此外，存储超级周期下的首份年报预告出炉，预计2025年净利润将大幅同比增长427.19%-520.22%，提振板块情绪。 从产业链来看，存储芯片属于半导体设备空间最大的下游市场之一。2025年-2026年存储价格持续上涨，TrendForce预估2026Q1一般型DRAM合约价还会季 增55-60%，Server DRAM价格季增逾60%，NANDFlash各类产品合 ...

每经AI快讯，1月14日，帝尔激光（300776）在互动平台表示，公司的TGV激光微孔设备，通过精密控 制系统及激光改质技术，实现对不同材质的玻璃基板进行微孔、微槽加工，为后续的金属化工艺实现提 供条件，可应用于半导体芯片封装、显示芯片封装等相关领域。目前公司已经完成面板级玻璃基板通孔 设备的出货，实现了晶圆级和面板级TGV封装激光技术的全面覆盖。 ...

Summary of FormFactor's Conference Call Company Overview - **Company**: FormFactor - **Industry**: Semiconductor testing equipment - **Recent Revenue**: Trailing 12-month revenues approximately $750 million, with guidance for Q4 indicating an annual run rate closer to $800 million [6][11] Business Segments - **Probe Cards**: The largest segment, serving as connectors between test equipment and customer wafers, crucial for testing chips before assembly. Increased demand driven by advanced packaging technologies like high bandwidth memory (HBM) [6][7] - **Engineering Systems**: Focused on co-packaged optics (CPO), aiding customers in R&D and addressing power consumption issues in data centers [8][9] Market Position and Strategy - **Key Customers**: Strong relationships with major DRAM manufacturers, particularly SK Hynix, which represents 10% of FormFactor's revenue [19] - **Competitive Advantage**: Unique capabilities in high-speed and RF testing, particularly for HBM applications, allowing for high parallelism and productivity in testing [20][21] - **Future Technology**: Transitioning to hybrid bonding in HBM may require new probing technologies, which FormFactor is prepared for due to its experience with copper probing [28] Growth Drivers - **HBM and DRAM**: Anticipated growth in DRAM, particularly DDR5, with expectations to set records in probe card sales. Current market dynamics suggest a shortage in supply due to clean room constraints [55][56] - **GPU and ASIC Testing**: Increased focus on GPU testing due to long test times and high transistor counts, with FormFactor adapting its technology to meet these demands [31][36] Operational Changes - **Factory Realignment**: Recent consolidation of manufacturing sites in California and the establishment of a new site in Farmers Branch, Texas, aimed at increasing efficiency and capacity [12][14][70] - **Gross Margin Improvement**: Targeting a gross margin of 47% by 2026, with recent improvements from 38.5% to a projected 42% in Q4, driven by operational efficiencies and cost structure optimization [11][66][70] Challenges and Considerations - **Market Dynamics**: The company faces challenges from tariff impacts, which are estimated to be a 200 basis points headwind to gross margins [70] - **NAND Business**: Limited focus on NAND due to its commodity nature and lack of differentiation opportunities [54] Future Outlook - **CPO and Optical Probing**: Continued investment in CPO technologies, with expectations for significant growth in AI applications. Integration of electrical and optical probing technologies is anticipated [42][43] - **Capacity Expansion**: The new Texas facility is expected to ramp up production by the end of 2026, aligning with anticipated market demand [70][71]

Ultra Clean (NasdaqGS:UCTT) FY Conference January 13, 2026 12:45 PM ET Company ParticipantsJames Scholhamer - CEOConference Call ParticipantsNone - Analyst 2Charles Shi - Semi-cap AnalystNone - Analyst 1Charles ShiAll right. Good afternoon. Welcome to the 28th Annual Needham Growth Conference. My name is Charles Shi. I'm the semi-cap analyst at Needham. Joining me on the stage is Ultra Clean's CEO, Mr. James Scholhamer. And James, I think this is your first time here, I believe. And thank you very much for ...

Onto Innovation (NYSE:ONTO) FY Conference Summary Company Overview - **Company**: Onto Innovation (NYSE:ONTO) - **Event**: 28th Annual Needham Growth Conference - **Date**: January 13, 2026 Key Industry Insights - **AI Impact**: AI is a significant driver in the semiconductor industry, with NVIDIA projecting a 40% CAGR over the next few years, influencing demand and supply dynamics [6][7] - **Revenue Ties**: In 2025, 61% of Onto's revenue was derived from customers directly supporting the AI supply chain, indicating a strong correlation with AI growth [7] - **Market Outlook**: The outlook for 2026 is expected to be at least 10% stronger in the first half compared to the second half of 2025, reflecting improved customer sentiment [7] Product and Technology Developments - **AI Value Chain**: Onto is positioned in several areas of the AI value chain, including Gate-All-Around nodes, advanced packaging inspection, and 3D metrology [8][9] - **New Technologies**: The company is focusing on co-packaged optics and charge metrology, which are expected to contribute significantly to revenue growth, with an estimated additional opportunity of $1 billion [10][12] - **Dragonfly Platform**: The Dragonfly G3 has seen less decline than expected, with new applications being added. The upcoming Dragonfly G5 is expected to enhance resolution and throughput significantly [14][15] Financial Performance and Projections - **Operating Margin Improvement**: Onto aims for at least a 30% improvement in operating margin for 2026, driven by overseas manufacturing, new product value, and synergies from the SDI acquisition [18][19] - **Revenue Growth Drivers**: Growth is anticipated from advanced nodes and packaging, particularly in HBM and AI-related applications [21][30] Market Position and Competitive Landscape - **OSAT Engagement**: Onto is benefiting from the outsourcing of capabilities to OSATs, which are increasingly involved in AI packaging, enhancing Onto's market position [23][24] - **Lithography Business**: The JetStep system for panel-level packaging is gaining traction, with customers recognizing the importance of inline process control [25][27] Geopolitical Considerations - **China Exposure**: Onto's limited exposure to China provides some protection against geopolitical volatility, while the shift of manufacturing to Asia is expected to enhance engagement with Chinese customers [32][34] Customer Engagement and Value Proposition - **Value Quantification**: Onto emphasizes the importance of solving customer problems through reliable measurements and faster processing, which justifies their pricing strategy [36] - **Sustainable Advantage**: The company's understanding of customer challenges and its ability to address complex issues in packaging and inspection are seen as key differentiators in maintaining a competitive edge [37] Conclusion Onto Innovation is strategically positioned to leverage the growth in AI and advanced semiconductor technologies, with a strong focus on enhancing product capabilities and improving operational efficiencies. The company is optimistic about its growth trajectory in 2026, driven by innovative technologies and a robust market demand.

ASML Holding NV (NASDAQ:ASML) has officially broken into the upper echelon of market leaders, surging in its Benzinga Edge’s momentum score. The semiconductor equipment manufacturer and a key supplier to Nvidia Corp. (NASDAQ:NVDA) saw the surge following a major bullish call from Bernstein, positioning the company for what analysts are calling “big years” ahead.Momentum BreakoutData from Benzinga Edge reveals that ASML’s momentum score jumped week-over-week from 89.36 to 92.14. This metric, which evaluates ...