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 ...

新华财经上海1月13日电（记者 王鹤）我国半导体设备的国产化进程正加速推进，展现出强劲的发展韧性与势头。国产半导体设备企业实现了哪些成绩？未 来的方向是什么？带着这些问题，记者近日专访了微导纳米（688147.SH）副董事长兼CTO黎微明。 国产半导体设备迎来爆发期 订单翻倍增长 "半导体国产替代正在深度推进，国产设备需求迎来爆发。"黎微明说，微导纳米自2018年正式启动在半导体专用设备领域的拓展，这不仅是蓝海市场，也是 国家科技安全的必争之地。 据介绍，2020年，微导纳米将自研量产的原子层沉积设备应用于28纳米节点集成电路前道生产线，打破了国际设备商的垄断，填补了国内空白，设备关键指 标达到国际先进水平。在化学气相沉积（CVD）领域，2023年微导纳米开发的硬掩膜CVD设备成为国内首批进入存储芯片3D封装高端产线的国产设备，并 持续获得批量订单。目前，微导纳米的半导体设备已覆盖逻辑芯片、存储芯片、先进封装、化合物半导体等多个高端应用领域。 半导体设备进入原始创新阶段 技术研发步入"无人区" 黎微明透露，微导纳米依托创新保持市场和技术领先地位，研发投入占比接近25%，且长期以来坚持高研发投入。持续创新是驱动 ...

ASMPT(00522)午后涨超4%，截至发稿，涨4.28%，报93.9港元，成交额1.79亿港元。 消息面上，近期，全球半导体产业在AI算力与存储需求的双重驱动下持续升温。东吴证券预测，国产 半导体设备2026年将开启确定性较强的扩产周期，预计半导体设备全行业的订单增速将超过30%，甚至 有望达到50%以上。这一判断为行业高景气度提供了明确预期。 财通证券（601108）发布研报称，ASMPT新增订单连续六个季度同比回升，AI服务器与国内需求共振 带动SMT加速复苏，SEMI随HBM扩产进入新一轮上行周期。先进封装占比提升、SMT结构改善及费用 优化带来毛利率与盈利拐点，2025-2027年业绩弹性充分。该行看好公司在中国市场份额提升。 ...

财通证券发布研报称，ASMPT新增订单连续六个季度同比回升，AI服务器与国内需求共振带动SMT加 速复苏，SEMI随HBM扩产进入新一轮上行周期。先进封装占比提升、SMT结构改善及费用优化带来毛 利率与盈利拐点，2025-2027年业绩弹性充分。该行看好公司在中国市场份额提升。 智通财经APP获悉，ASMPT(00522)午后涨超4%，截至发稿，涨4.28%，报93.9港元，成交额1.79亿港 元。 消息面上，近期，全球半导体产业在AI算力与存储需求的双重驱动下持续升温。东吴证券预测，国产 半导体设备2026年将开启确定性较强的扩产周期，预计半导体设备全行业的订单增速将超过30%，甚至 有望达到50%以上。这一判断为行业高景气度提供了明确预期。 ...

Whales with a lot of money to spend have taken a noticeably bearish stance on Applied Materials.Looking at options history for Applied Materials (NASDAQ:AMAT) we detected 117 trades.If we consider the specifics of each trade, it is accurate to state that 40% of the investors opened trades with bullish expectations and 47% with bearish.From the overall spotted trades, 32 are puts, for a total amount of $2,472,748 and 85, calls, for a total amount of $6,947,004.Projected Price TargetsAnalyzing the Volume and ...

Whales with a lot of money to spend have taken a noticeably bearish stance on ASML Holding.Looking at options history for ASML Holding (NASDAQ:ASML) we detected 65 trades.If we consider the specifics of each trade, it is accurate to state that 33% of the investors opened trades with bullish expectations and 50% with bearish.From the overall spotted trades, 30 are puts, for a total amount of $6,052,891 and 35, calls, for a total amount of $3,510,793.Expected Price MovementsAfter evaluating the trading volume ...

Key Takeaways Indivior shares jumped 21.7% since a late-October upgrade, far outpacing the S&P 500's 2% rise.FIGS surged 56.8% after a Zacks recommendation upgrade, compared with a 3.5% gain for the S&P 500.Ulta Beauty climbed 21.3% in 12 weeks as a Focus List holding, beating the S&P 500's 6.2% advance.Last week, U.S. stock markets ended on a generally positive note, despite mid-week volatility. The tech-heavy Nasdaq Composite, the Dow Jones Industrial Average, and the S&P 500 have secured healthy gains of ...

We recently published 10 Stocks Jim Cramer Talked About.  Lam Research Corporation (NASDAQ:LRCX) is one of the stocks on Jim Cramer talked about. Lam Research Corporation (NASDAQ:LRCX) is one of the few American companies that make and sell equipment used in semiconductor fabrication. Its shares are up by a whopping 192% over the past year. December was an important month for the firm as it saw several analysts share their thoughts about the stock. For instance, UBS reiterated a Buy rating and raised the ...

BE Semiconductor Industries (Besi) , one of Europe's largest suppliers of chip assembly equipment, preliminarily reported a 43% sequential rise in fourth-quarter orders on Monday, sending its shares 7... ...

Core Insights - Applied Materials, Inc. (AMAT) is a leading player in the semiconductor industry, providing essential equipment, services, and software for semiconductor chip manufacturing, and serves major tech companies globally [1] Investment Sentiment - Susquehanna has set a price target of $400 for AMAT, indicating a potential upside of approximately 32.81% from its current trading price of $301.18, reflecting increased confidence in the company's future performance [2][6] - FengHe Fund Management Pte. Ltd. has acquired 97,500 shares of AMAT, valued at approximately $19.96 million, making AMAT about 1.8% of its investment portfolio [3][6] - Parnassus Investments LLC increased its stake in AMAT by 12.6%, acquiring an additional 422,231 shares, bringing its total to 3,761,185 shares valued at $770 million, while MASTERINVEST Kapitalanlage GmbH expanded its holdings by 8.8%, indicating strong institutional support for AMAT [4][6] Stock Performance - AMAT's stock is currently priced at $301.18, reflecting a 6.94% increase or $19.54, with a trading range today between $286.50 and $302.75, and a 52-week high of $302.78 and a low of $123.74 [5] - The market capitalization of AMAT is approximately $239.93 billion, with a trading volume of 9,427,640 shares, maintaining its significance on the NASDAQ exchange [5]