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维保服务,产品功能涵盖微米到纳米的多领域光刻环 节。主营业务收入构成为：激光直写成像设备99.58%，其他(补充)0.42%。 1月19日，芯碁微装涨6.17%，截至发稿，报179.88元/股，成交4927.95万元，换手率0.21%，总市值 236.98亿元。 从基金十大重仓股角度 数据显示，恒越基金旗下1只基金重仓芯碁微装。恒越成长精选混合A（010622）三季度持有股数24.03 万股，占基金净值比例为4.67%，位居第二大重仓股。根据测算，今日浮盈赚取约251.16万元。 截至发稿，廖明兵累计任职时间5年192天，现任基金资产总规模9.55亿元，任职期间最佳基金回报 95. ...

KLA Corporation (KLAC) has reentered the market conversation at a moment when semiconductor spending priorities are quietly, but decisively, shifting. Brokerage firm TD Cowen has upgraded the stock to “Buy” from “Hold,” citing its outsized exposure to advanced foundry manufacturing. As capital spending pivots toward cutting-edge processes, KLA stands better positioned than the broader equipment market. TD Cowen linked this optimism to the accelerating push toward artificial intelligence (AI)-focused chips ...

全球光刻机龙头阿斯麦16日收盘上涨2.03%，股价再创历史新高，市值高达5263亿美元(约合人民币3.69 万亿元)，成为历史上第三只市值突破5000亿美元的欧洲股票。摩根士丹利半导体团队在最新研报中表 示，在最乐观情形下，随着芯片制造商为满足激增的 AI需求而加大支出，阿斯麦股价有望进一步上涨 70%。 *免责声明：文章内容仅供参考，不构成投资建议 *风险提示：股市有风险，入市需谨慎 先锋精科：公司直接销售产品给中微、华创、拓荆等各大半导体设备厂商。 至纯科技：公司在高纯工艺系统领域已经形成从研发、设计、制造到完整供应链的较强竞争优势。 2016-2024年中国大陆主流12寸晶圆厂41次特气中标结果中，公司市占率达48.8%，化学品设备及系统的 市占率超过30%。 中信证券认为，在AI浪潮和国产化的双重驱动下，国产设备厂商的需求变得更加内生和持续，其成长 性摆脱了全球半导体周期的束缚，呈现出穿越周期的能力，为国产设备厂商带来长达5~10年的黄金发 展期。中信证券建议重点关注在刻蚀，薄膜沉积，清洗， CMP等核心设备领域已实现技术突破，获得 头部客户验证，并具备平台化布局能力的龙头企业，以及在光刻，涂胶显影， ...

公众号记得加星标⭐️，第一时间看推送不会错过。 求点赞 求分享 求推荐 推荐阅读 *免责声明：本文由作者原创。文章内容系作者个人观点，半导体行业观察转载仅为了传达一种不同的观点，不代表半导体行业观察对该 观点赞同或支持，如果有任何异议，欢迎联系半导体行业观察。 END 今天是《半导体行业观察》为您分享的第 4291 期内容，欢迎关注。 加星标⭐️第一时间看推送 据科技日报报道，由中核集团中国原子能科学研究院自主研制的我国首台串列型高能氢离子注入机 （POWER-750H）成功出束，核心指标达到国际先进水平。这标志着我国已全面掌握串列型高能氢 离子注入机的全链路研发技术，攻克了功率半导体制造链中的关键环节，为推动高端制造装备自主可 控、保障产业链安全奠定坚实基础。 离子注入机与光刻机、刻蚀机、薄膜沉积设备并称为芯片制造"四大核心装备"，是半导体制造不可或 缺的"刚需"设备。长期以来，我国高能氢离子注入机完全依赖国外进口，其研发难度大、技术壁垒 高，是制约我国关键技术产业升级发展的瓶颈之一。 中国原子能科学研究院依托在核物理加速器领域数十年的深厚积累，以串列加速器技术作为核心手 段，破解一系列难题，完全掌握了串列 ...

中信证券研报认为，台积电2025年业绩创纪录，2026年资本支出大幅上调，表明了AI算力与先进制程 带来的持续红利。面对国内百万片级的先进产能缺口，国内晶圆厂正迎来扩产热潮，为设备市场释放出 千亿美元的空间，且国产化率有望实现翻倍增长。基于先进制程与国产替代的双轮驱动，我们看好半导 体设备的投资机遇，建议关注具备平台化能力的领军企业及高弹性细分龙头。 ...

Whales with a lot of money to spend have taken a noticeably bullish stance on Lam Research.Looking at options history for Lam Research (NASDAQ:LRCX) we detected 161 trades.If we consider the specifics of each trade, it is accurate to state that 50% of the investors opened trades with bullish expectations and 34% with bearish.From the overall spotted trades, 21 are puts, for a total amount of $1,444,277 and 140, calls, for a total amount of $22,217,404.Predicted Price RangeBased on the trading activity, it a ...

We recently published 10 Stock With Eye-Popping Gains; 5 Are on Fresh Highs. Entegris Inc. (NASDAQ:ENTG) was one of the top performers on Thursday. Entegris rallied for a third straight day on Thursday to hit a new 52-week high as investors gobbled up shares ahead of an upcoming dividend, while also taking path from an analyst’s 61 percent price target hike for its stock. At intra-day trading, Entegris Inc. (NASDAQ:ENTG) climbed to as high as $118 before trimming gains to finish the session just up by 9 ...

A logo on the exterior of the ASML Holding NV headquarters in Veldhoven, Netherlands, on Wednesday, Jan. 24, 2024.Dutch semiconductor equipment company ASML has held gains to hit record highs, following Taiwanese chipmaker TSMC's strong earnings report on Thursday. ASML — Europe's most valuable company and the world's only supplier of the complex photolithography machines needed to manufacture the most advanced artificial intelligence chips — has seen shares rise around 7% since TSMC's earnings were release ...

Core View - ASML Holding NV's stock reached a 52-week high, pushing its market capitalization above $500 billion, driven by strong demand for AI-related chip investments [1][6]. Group 1: Analyst Insights - Morgan Stanley and RBC Capital have adopted a bullish outlook on ASML, citing increased spending by chipmakers to meet the rising demand for artificial intelligence [2]. - Morgan Stanley predicts ASML's stock could potentially rise by 70% in a best-case scenario due to this trend [2]. - RBC Capital initiated coverage on ASML with an Outperform rating and a price target of $1,550, emphasizing the company's role as a key beneficiary of sustained AI-driven investment [4]. Group 2: Market Dynamics - Taiwan Semiconductor Manufacturing Co Ltd (TSMC), ASML's largest customer, has indicated robust AI-related capital spending, which strengthens ASML's market position [3]. - TSMC has raised its 2026 capital expenditure plan to $52 billion–$56 billion, significantly above market expectations, which directly boosts future orders for ASML's chipmaking equipment [6]. - The increased capital spending implies a substantial rise in demand for advanced manufacturing tools, where ASML is a central player [7]. Group 3: Industry Trends - RBC Capital highlights tight memory supply, the rising adoption of high-bandwidth memory, and the transition to advanced DRAM nodes as major tailwinds for ASML's tools [5]. - The growth of High Bandwidth Memory (HBM) is expected to enhance the usage of Extreme Ultraviolet (EUV) technology, benefiting ASML [5]. - Favorable geopolitical conditions and renewed competition at the leading edge are also seen as positive factors for ASML [5].

Morgan Stanley laid out its bullish case for why investors should buy ASML Holding NV shares, saying in the most optimistic scenario the stock has a 70% rally ahead as chipmakers ramp up spending to meet soaring demand for artificial intelligence. The Dutch semiconductor equipment maker is one of the bank’s top stock picks. Morgan Stanley analysts said they’re even more positive after Taiwan Semiconductor Manufacturing Co., ASML’s biggest client, showed the AI spending boom isn’t slowing down. ASML shares ...