更多资料加入知识星球：水木调研纪要 关注公众号：水木Alpha China's Wafer Fab Equipment Industry Present & Future Covering the present tools & future roadmap of NAURA, AMEC, ACM Research, SiCarrier and Piotech ZEPHYR JUN 29, 2025 5 Share Source: CGTN The advent of LLMs and the intensication of the US-China rivalry have placed semiconductors at the undisputed center of global power dynamics. While headlines frequently focus on the progress of Chinese chip designers like Huawei and foundries such as SMIC and CXMT, a critical yet far mor ...

Axcelis (ACLS) Q4 2024 Earnings Call February 11, 2025 08:30 AM ET Company Participants David Ryzhik - Senior Vice President of Investor Relations and Corporate StrategyRussell Low - CEO, President & DirectorJames Coogan - Executive VP & CFOCraig Ellis - Director of ResearchJed Dorsheimer - Group Head–Energy and SustainabilityDavid Duley - Managing PrincipalTom Diffely - Director Of Institutional Research Conference Call Participants Charles Shi - Managing Director - Senior AnalystJack Egan - Equity Researc ...