Semiconductor quality control company Nova (NASDAQ:NVMI) reported Q3 CY2025 results exceeding the market’s revenue expectations , with sales up 25.5% year on year to $224.6 million. Guidance for next quarter’s revenue was optimistic at $220 million at the midpoint, 2.4% above analysts’ estimates. Its non-GAAP profit of $2.16 per share was in line with analysts’ consensus estimates. Is now the time to buy NVMI? Find out in our full research report (it’s free for active Edge members). Nova (NVMI) Q3 CY202 ...

Lam Research Corporation (NASDAQ:LRCX) is one of the stocks highlighted as Jim Cramer responded to questions from Harvard Business School students. When a student asked which sector Cramer would bet on if he were an HBS student presently, he remarked: “Right now, I know this is going to be really, I, it’s going to be boring, but I would still go with storage. That’s the problem… we just don’t have enough storage, so anybody who has it, because that, I’m talking about storage type derivative, like Lam Rese ...

人民财讯11月7日电，清微智能官微消息，清微智能与中贝通信（603220）近日在北京正式签署战略合 作协议，宣告双方将围绕可重构计算芯片与全栈解决方案展开全方位深化合作。清微智能作为源自清华 大学的可重构计算芯片领军企业，其TX系列芯片基于自主研发的可重构计算架构，在端边云多元场景 中能效比相比同行产品提升3倍，整体成本降低50%。通过本次战略携手，两家企业将共同构建从芯片 到集群、从硬件到软件的全栈AI算力解决方案。 ...

Onto Innovation (NYSE:ONTO) Q3 2025 Earnings Call November 06, 2025 04:30 PM ET Speaker0Welcome to the Onto Innovation third-quarter earnings release conference call. Today's conference is being recorded. At this time, I would like to turn the conference over to Sidney Ho. Please go ahead.Speaker1Thank you, Rachel, and good afternoon, everyone. Onto Innovation issued its 2025 third-quarter financial results this afternoon, shortly after the market close. If you did not receive a copy of the release, please ...

What Happened? Shares of work management platform monday.com (NASDAQ:MNDY) fell 5.4% in the morning session after a broad sell-off hit the technology sector, fueled by renewed concerns over high valuations and the potential disruption from artificial intelligence (AI). The decline was widespread, with major stock indexes retreating. The tech-heavy Nasdaq fell significantly as technology stocks became the heaviest weights on the market. The sell-off specifically hit software and semiconductor stocks. This ...

What Happened? Shares of network chips maker MACOM Technology Solutions (NASDAQ: MTSI) jumped 6.6% in the morning session after the company reported solid financial results for its third quarter and provided an optimistic forecast for the upcoming quarter. MACOM announced revenue of $261.2 million, a 30.1% increase year on year, meeting analyst expectations. The company's adjusted earnings per share of $0.94 also surpassed Wall Street's estimates. Looking ahead, the semiconductor supplier issued strong g ...

Then there's Google today announcing it's rolling out an in-house AI chip that it says is the most powerful and energy efficient yet as the tech giant takes aim at NVIDIA. Our Mackenzie Sagalos is digging into that for today's tech check. Morning Mac. >> Hey, good morning Carl.So Google it is opening access to its most powerful AI chip yet. It's called Ironwood and as it leans harder into custom silicone, it is very much becoming a core part of its cloud strategy. Now, the chip was introduced in April for i ...

What Happened? Shares of precision motion systems specialist Allient (NASDAQ:ALNT) fell 11.2% in the morning session after the company disclosed that the U.S. Army cancelled the M10 Booker Tank program. The update came within its third-quarter report, where the company also noted a book-to-bill ratio of 0.96. A ratio below one indicates that the company received fewer orders than it filled during the period, which can point to slowing demand. Despite reporting double-digit revenue growth and a record gros ...

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公开资料显示，艾科集成是一家专注于半导体测试服务的企业，业务涵盖模拟、数模混合、射频等多类 芯片测试领域，为多个国内集成电路设计公司提供定制化测试方案。 大港股份表示，通过控股艾科集成，公司可有效拓展半导体产业链下游测试环节，优化资源配置，增强 测试平台规模化运营能力。该举措有望带动公司在晶圆制造到测试环节的纵向协同发展。 业内分析认为，集成电路测试环节在半导体产业链中处于关键位置。随着芯片复杂度提高及国产替代加 速，测试设备与服务需求持续增长。大港股份的此次布局将助力其在测试市场形成竞争优势，但公司也 提示投资者关注股价波动风险。 （校对/秋贤） （文/罗叶馨梅）11月6日，大港股份（002077.SZ）在投资者互动平台表示，公司通过全资子公司上海 旻艾增资控股艾科集成，旨在强化在集成电路测试领域的协同布局。 公司介绍，本次增资完成后，将在客户资源、技术积累及产能布局等方面形成良好的协同效应。增资资 金主要用于购置高端测试设备，进一步提升公司在高端芯片测试环节的产能与技术能力。 ...