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... ...

AI算力、先进封装与汽车电子"三轮驱动"，开启量价齐升窗口期 1)AI算力逻辑：芯片复杂度跃迁导致测试向量深度指数级膨胀，单芯片测试时间成倍延长，驱动机台需 求"量增";同时，千瓦级功耗芯片对设备的主动热管理及信号完整性提出极端要求，推升单机价值量。2) 先进封装逻辑：Chiplet架构使得KGD测试成为刚需，测试节点由封测向晶圆环节前移;异构集成与系统 复杂度上行推动SLT系统级测试需求，形成了ATE之外的流程新增量。3)汽车电子逻辑：智能车芯片数 量呈翻倍增长，AEC-Q100严苛标准下的三温循环测试使得三温探针台与三温分选机需求刚性放大，测 试设备在汽车电子领域具备长期、可验证的放量逻辑。 全球格局呈现美日双寡头高度垄断，平台化与垂直整合成为巨头演进路径 半导体测试设备是集成电路产业链的核心装备，也是决定产能效率与产品良率的关键瓶颈 测试环节贯穿晶圆制造(CP)与封装(FT)全生命周期，承担着"剔除早期失效"与"把好最后一关"的重任。 在半导体后道产线设备投资中，测试设备价值量占比最高。根据SEMI数据，2025年测试设备在后道产 线投资中占比预计达63.6%，显著高于封装设备，是封测厂商的核心资产配置 ...

Key takeaways Goldman Sachs does and seeks to do business with companies covered in its research reports. As a result, investors should be aware that the firm may have a conflict of interest that could affect the objectivity of this report. Investors should consider this report as only a single factor in making their investment decision. For Reg AC certification and other important disclosures, see the Disclosure Appendix, or go to www.gs.com/research/hedge.html. Analysts employed by non-US affiliates are n ...

Core Viewpoint - The article discusses the planned share reduction by major shareholders of Zhongwei Company, a leading semiconductor firm, and highlights the company's strong financial performance and future growth prospects [3][10]. Shareholder Actions - Xunxin (Shanghai) Investment Co., Ltd. plans to reduce its holdings by up to 12.52 million shares, representing 2% of the total share capital, for operational management needs [3]. - Founder and Chairman Yin Zhiyao intends to reduce his holdings by up to 290,000 shares, accounting for 0.046% of the total share capital, due to tax-related requirements after restoring his Chinese nationality [4][9]. Financial Performance - As of January 9, Zhongwei Company's stock price was 336.68 yuan per share, with a total market capitalization of 210.8 billion yuan [5]. - For the first three quarters of 2025, the company reported revenue of 8.063 billion yuan, a year-on-year increase of 46.4%, and a net profit attributable to shareholders of 1.211 billion yuan, up 32.66% [10]. Company Background and Achievements - Zhongwei Company has experienced an average annual revenue growth of over 35% for 14 consecutive years and has developed 20 types of etching equipment that cover over 95% of etching application needs [10]. - The company aims to increase its coverage in the integrated circuit key equipment sector to 60% within the next five to ten years, striving to become a leading international semiconductor equipment company [10].

近日，一名昵称为"1011"的黑客在暗网论坛上发帖声称自己成功入侵了荷兰光刻机巨头ASML的系统， 并窃取了154个数据库，其中包含大量敏感公司信息，引起关注。而ASML官方已于当地时间7日发声辟 谣。 "1011"在暗网论坛"BreachForums"发帖称，其成功入侵了ASML的系统并窃取了大量数据，包含用户信 息、软件数据、磁盘加密密钥以及特定设备的详细信息等高度敏感内容，甚至在贴文中提供了所谓 的"样本数据"，以提高其可信度。 在消息曝光后，网络安全媒体Cybernews刊文指出，其经技术分析发现，"1011"发布的样本数据是从一 个与ASML没有可验证关联的服务器上泄露的，而且仅包含了默认的管理员凭证（default admin credentials），没有任何高价值的加密密钥或机密文件。 据路透社消息，当地时间1月7日，ASML发布声明称，经过彻底调查，公司被黑客入侵或数据泄露的说 法"毫无根据"，该名黑客所引用的文件中"没有包含任何ASML的数据"。 本文系观察者网独家稿件，未经授权，不得转载。 该媒体还披露，"1011"在数天之前就曾谎称自己入侵了知名VPN服务商NordVPN，后同样被证实 ...

This is my first time covering Aehr Test Systems, Inc. ( AEHR ), a company based in Fremont, California, that supplies equipment used to test semiconductor chips and to run burn-in tests, which stress chips to findI focus on producing objective, data-driven research, mostly about small- to mid-cap companies, as these tend to be overlooked by many investors. From time to time, though, I also look at large-cap names, just to give a fuller sense of the broader equity markets.Analyst’s Disclosure:I/we have no s ...

This is my first time covering Aehr Test Systems, Inc. ( AEHR ), a company based in Fremont, California that supplies equipment used to test semiconductor chips and to run burn-in tests, which stress chips toI focus on producing objective, data-driven research, mostly about small- to mid-cap companies, as these tend to be overlooked by many investors. From time to time, though, I also look at large-cap names, just to give a fuller sense of the broader equity markets.Analyst’s Disclosure:I/we have no stock, ...

如果您希望可以时常见面，欢迎标星收藏哦~ *免责声明：文章内容系作者个人观点，半导体芯闻转载仅为了传达一种不同的观点，不代表半导体芯闻对该 观点赞同或支持，如果有任何异议，欢迎联系我们。 推荐阅读 10万亿，投向半导体 芯片巨头，市值大跌 黄仁勋：HBM是个技术奇迹 Jim Keller：RISC-V一定会胜出 全球市值最高的10家芯片公司 点这里加关注，锁定更多原创内容 另外，上季DISCO非合并营收较去年同期增加13.8%至880亿日圆，和前一季相比、增加3.1%。 DISCO会在产品完成验收后、才会将卖出的产品列入营收计算，因此营收通常会和实际的市场需 求动向产生落差，而出货额和市场动向的连动性较高。 DISCO预计将在1月21日公布2025年度第三季财报。 DISCO 2025年10月29日公布财报资料指出，2025年度第三季(2025年10-12月)可用来反映客户投 资意愿的(合并)出货额预估将年减8%至1,016亿日圆，虽将陷入萎缩，不过季度别出货额将创下历 史第3高纪录(低于2024年10-12月的1,103亿日圆和2025年4-6月的1,111亿日圆)。 （来源 ： moneyDJ ） 日本晶 ...

国芯网[原:中国半导体论坛] 振兴国产半导体产业！ 不拘中国、 放眼世界 ！ 关注 世界半导体论坛 ↓ ↓ ↓ 证券代码:688012 证券简称:中微公司 公告编号:2026-007 中微关含体设备（上海）股份有限公司 董事、高级管理人员减持股份计划公告 本公司董事会、全体董事及相关股东保证本公告内容不存在任何虚假记载、 误导性陈述或者重大遗漏,并对其内容的真实性、准确性和完整性依法承担法律 责任。 重要内容提示: 1月9日消息，中微公司发布公告，公司董事长尹志尧先生拟 通过集中竞价等方式减持公司股份，占公 司总股本比例0.046%。 按照最新收盘价345.88元计算， 尹志尧此次套现金额约合1亿元！ 中微公告称，公司董事长、总经理 尹志尧因从外籍恢复为中国籍 ，为依法办理相关税务需要，计划在 未来3个月内减持不超过29万股公司股份，占总股本比例0.046%。 公告显示，截至本公告披露日，尹志尧直接持有中微公司股份415.94万股，占公司总股本的0.664%，上 述股份均为公司首次公开发行前持有的股份。作为公司董事、高级管理人员，尹志尧并非控股股东、实 际控制人及一致行动人，亦非直接持股5%以上股东。 此外， ...