Semiconductor Manufacturing
搜索文档
2 No-Brainer Dividend Stocks to Buy Right Now
Yahoo Finance· 2025-11-05 22:31
Key Points Toyota Motor delivers a 3.2% yield and adjusts its dividend based on actual cash generation rather than chasing arbitrary payout streaks. If you insist on a long streak, Texas Instruments has increased its dividend annually since 2004. Both companies offer dividend yields above 3% backed by strong fundamentals and decades of operational excellence in their respective industries. 10 stocks we like better than Toyota Motor › Some investing decisions are tough to make. Others are practica ...
MKS Inc. Declares Quarterly Cash Dividend
Globenewswire· 2025-11-04 22:00
ANDOVER, Mass., Nov. 04, 2025 (GLOBE NEWSWIRE) -- MKS Inc. (NASDAQ: MKSI), a global provider of enabling technologies that transform our world, today announced that its Board of Directors has authorized a quarterly cash dividend of $0.22 per share, payable on December 5, 2025, to shareholders of record as of November 24, 2025. Future dividend declarations, as well as the record and payment dates for such dividends, are subject to the final determination of the Company's Board of Directors. About MKS Inc.MK ...
Global Tensions Simmer as Philips Posts Mixed Q3, China Eases Nexperia Export Ban, and South Korea Pursues Nuclear Submarines
Stock Market News· 2025-11-04 14:38
飞利浦2025年第三季度业绩 - 调整后息税摊销前利润为5.31亿欧元 超出分析师预期的4.861亿欧元 [2] - 调整后EBITA利润率提升50个基点至12.3% 得益于有利的产品组合效应和生产力措施 [2] - 可比订单量增长8% 北美地区表现尤为强劲 [2] - 季度销售额为43亿欧元 略低于预期的43.3亿欧元 可比销售额增长3.3% 低于3.57%的预期 [3] - 公司重申2025年全年展望 预计调整后EBITA利润率将处于11.3%至11.8%指引区间的上限 [3] - 公司25亿欧元三年期生产力计划正按计划推进 本季度实现2.22亿欧元的节约 [3] 安世半导体出口争端 - 中国商务部宣布将为符合条件的安世半导体出货提供出口豁免 [4] - 此举旨在缓解因荷兰政府于9月接管该中国拥有的芯片制造商而引发的全球供应链紧张 [4] - 这一决定是在近期中美高层外交接触后做出的 [5] - 中国最初于10月实施的出口禁令曾引发汽车和电子行业担忧 警告可能因依赖安世半导体的关键部件而导致欧洲生产停滞 [5] 韩国核动力潜艇计划 - 韩国计划在2030年代中期前开发核动力潜艇 关键在于获得美国的核燃料供应批准 [6] - 项目目标是在未来十年内推出排水量超过5000吨并使用低浓缩铀的潜艇 [6] - 美国前总统特朗普虽公开表示批准 但附加了需在美国费城造船厂建造的条件 而韩国官员澄清其主要请求是获得军用核燃料供应援助 [7][8] - 韩国国防部长确认 一旦燃料问题解决 韩国具备大部分必要的国内建造技术能力 此举旨在增强自主防御能力以应对朝鲜的潜艇计划 [8]
芯片代工将涨价?台积电最新回应
财联社· 2025-11-03 20:07
涨价策略与市场地位 - 公司计划自2026年1月起对5纳米以下先进制程执行连续四年涨价,平均涨幅约3%-5% [1] - 此次涨价策略罕见且长期,针对2纳米、3纳米、4纳米与5纳米四大先进技术节点,将逐年调升 [1] - 3纳米制程报价可望上涨个位数百分比,长期总涨幅或达两位数 [1] - 涨价策略反映AI与高效能运算需求强劲,公司议价力与技术领先优势扩大 [1] 财务表现与前景 - 2025年第三季度公司先进制程营收比重已达74%,其中5纳米占37%、3纳米占23% [2] - 公司预计第四季度销售额达到322亿美元至334亿美元之间,第四季度毛利率达到59%至61%之间 [2] - 随着2纳米明年量产,先进制程营收占比预计将进一步突破75% [2] - 公司AI相关营收占比原定2028年达总收入35%,如今有望提前至2026年达标 [2] 需求驱动与行业趋势 - AI芯片与算力芯片持续供不应求,主要客户包括英伟达、AMD、高通、联发科、苹果等依赖公司尖端制程 [1] - AI PC、自动驾驶与工业机器人等应用加速普及,带动对5纳米以下芯片需求爆发 [1] - 公司认为人工智能需求保持强劲 [2] - 为满足AI芯片庞大需求,公司正将人力与设备资源从成熟制程转移至先进技术 [2] 运营策略与行业影响 - 公司定价策略以策略导向,持续与客户紧密合作以提供价值 [1] - 涨价旨在公平对待每位客户、全面反映生产成本上升与资本支出增加 [1] - 资源向先进技术转移可能使部分成熟制程客户面临供应吃紧 [2] - 涨价不仅是反映成本压力,更是强化产业竞争力与维系研发投资的长期策略 [2]
Self-Made Millionaire Shares 5 European Stocks Every Smart Person Is Buying Now
Yahoo Finance· 2025-10-31 22:08
Right before the government shutdown, the S&P 500 dropped on the last day of September after a surprisingly strong month. Now, a month later, the shutdown persists and so does uncertainty in the markets. While it’s impossible to try to predict the direction of the economy based on unknown variables, you may want to think about where you’re investing your money. GOBankingRates spoke with a self-made millionaire and investing expert to determine the best European stocks that are being purchased from those i ...
IDACORP(IDA) - 2025 Q3 - Earnings Call Transcript
2025-10-31 05:30
Idacorp (NYSE:IDA) Q3 2025 Earnings Call October 30, 2025 04:30 PM ET Speaker0Welcome to IDACORP's third-quarter 2025 earnings call. Today's call is being recorded, and our webcast is live. A replay will be available later today and for the next 12 months on the IDACORP website. If you need assistance at any time during the presentation, please press star zero on your phone. I will now turn the call over to Amy Shaw, Vice President of Finance, Compliance, and Risk.Speaker7Thank you. Good afternoon, everyone ...
X-FAB Third Quarter 2025 Results
Businesswire· 2025-10-31 00:40
TESSENDERLO-HAM, Belgium--(BUSINESS WIRE)--Regulatory News: X-FAB (BOURSE:XFAB): Highlights Q3 2025: Revenue was USD 228.6 million, up 11% year-on-year (YoY) and up 6% quarter-on-quarter (QoQ) Excluding the impact from revenue recognized over time (IFRS 15), revenue was USD 228.9 million, well above the guided range of USD 215-225 million EBITDA at USD 53.9 million, up 7% YoY and up 4% QoQ EBITDA margin of 23.6%; excluding IFRS 15 impact, EBITDA margin was 24.2%, compared to the guidance of 22. ...
Malema Wins 2025 Best of West Award for Ultrasonic Flow Controller, Advancing Innovation in Semiconductor Manufacturing
Prnewswire· 2025-10-30 04:15
"Malema's LFC-7650 Flow Controller is a game-changer for precision chemical delivery in semiconductor manufacturing, setting new benchmarks for accuracy, reliability and smart process control," said Pete Singer, Editor-in-Chief of Semiconductor Digest. The 2025 Best of West Award was recently presented to Malema during SEMICON West in Phoenix, Arizona. The award recognizes innovative products that are significantly advancing the electronics manufacturing supply chain. Accessibility StatementSkip Navigation ...
GlobalFoundries finance chief John Hollister departs, Sam Franklin named interim CFO
Reuters· 2025-10-28 06:28
GlobalFoundries' John Hollister has stepped down from the CFO position and will be succeeded by Sam Franklin on an interim basis, the contract chipmaker said on Monday. ...
Japanese automakers warned of chip supply disruption
Yahoo Finance· 2025-10-27 17:52
事件概述 - 荷兰政府于9月底夺取了Nexperia BV的运营控制权 引发了中国与荷兰之间的贸易紧张局势 并将Nexperia置于与其中国母公司对立的境地 [3] - 该事件导致日本汽车行业收到未来可能面临半导体短缺的警告 [1] 对汽车行业的影响 - 日本汽车制造商协会(JAMA)已发布声明 警告国内电子系统制造商 Nexperia的供应可能在未来几个月中断 进而影响该国汽车生产 [2] - Nexperia已警告其日本汽车客户 无法再保证芯片供应 迫使多家日本电子公司寻找替代供应商以减轻潜在的生产中断 [5] - Nexperia生产的芯片是电子控制单元(ECU)中使用的重要部件 这一事态可能对日本汽车制造商协会成员公司的全球生产造成严重影响 [6] - 丰田、本田和日产正在审查其采购策略 而德国大众和福特已对潜在的芯片短缺保持警惕 [1] 对相关公司的影响 - Nexperia的中国母公司Wingtech Technology Company警告投资者 如果无法重新获得Nexperia的运营控制权 可能面临现金流压力 [4] - Wingtech确认 由于公司治理问题 Nexperia的收入、利润和现金流可能面临暂时的下行压力 [4] - 尽管Wingtech最新季度净利润飙升280% 但上述现金流问题依然存在 [4]