Amtech Systems ( ASYS ), a semiconductor equipment maker, has been providing manufacturing solutions to the semiconductor industry for around three decades now. ASYS’s main expertise lies in the field of heat management equipment (70% of sales), where their automatedAnalyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions ...

Key Takeaways LRCX posted a 48.3% YoY jump in Systems revenues to $3.55B, with foundry sales rising to 60% of the total.LRCX gains from AI and HPC-led investments, supported by its strength in critical etch and deposition tools.LRCX is seeing traction for Aether EUV and Akara systems, with FY26 Systems revenues projected at $14.07B.Lam Research Corporation (LRCX) is seeing growing support from artificial intelligence (AI)-driven demand in the foundry market, which is becoming a key driver of its systems rev ...

Automated semiconductor fabrication machine handling a glowing silicon wafer. Key Points Applied Materials and Lam Research manufacture the specialized equipment needed to create next-generation logic and memory chips. These companies offer investors a stable entry point into the artificial intelligence sector through recurring revenue streams and consistent shareholder returns. The transition to complex new chip architectures creates a long-term growth opportunity for the leading suppliers of wafer fa ...

接下来，该公司公布了其对2025年底全球半导体制造设备市场的预测。预计2025年销售额将达到 创纪录的1330亿美元，比上年增长13.7%。市场预计将继续增长，2026年达到1450亿美元，比上 年增长9%，2027年达到1560亿美元，比上年增长7%。 按细分市场来看，晶圆制造设备（包括晶圆加工设备、晶圆厂加工设备和掩模/光罩制造设备）预 计将达到1157亿美元，较上年增长11%。这反映了人工智能需求推动DRAM和HBM领域的投资超 出预期，以及中国产能的持续扩张。展望未来，预计设备制造商将增加对先进逻辑和存储技术的投 入，到2027年，这一数字预计将达到1352亿美元。 在后端设备领域，预计到 2025 年，半导体测试设备的销售额将同比增长 48.1%，达到 112 亿美 元；而组装和封装 (A&P) 设备的销售额预计将同比增长 19.6%，达到 64 亿美元。人工智能、 HBM 和先进封装等技术是推动增长的主要动力，并将带来持续增长。 如果您希望可以时常见面，欢迎标星收藏哦~ 2025年12月16日，日本半导体协会（SEMI Japan）举行了2025年日本半导体展（东京国际展览中 心）的新闻发布会，该 ...

来源：南归孤夷 这是光刻机巨头阿斯麦尔高管的采访：我们要让中国继续落后，现在销往中国的光刻机，与尖端技术有 10年以上的代差# 责任编辑：石秀珍 SF183 来源：南归孤夷 这是光刻机巨头阿斯麦尔高管的采访：我们要让中国继续落后，现在销往中国的光刻机，与尖端技术有 10年以上的代差# 责任编辑：石秀珍 SF183 ...

半导体设备市场销售预测 - 用于制造计算机芯片晶圆的设备销售额预计在2026年增长约9%，达到1260亿美元 [1] - 预计2027年销售额将进一步增长7.3%，达到1350亿美元 [1] - 增长的主要驱动力是芯片制造商为满足逻辑和存储芯片需求而进行的产能扩张 [1]

Thinkstock Quick Read The rotation trade had another run on Wall Street Monday, as tech stocks led the selling once again. While the move away from the AI/Data center trade has gained some strength, the reality is that with a likely third year of double-digit gains for the S&P 500, year-end profit taking is also coming in. With a slew of economic data set to come in this week, volatility could rise even  further. If you’re thinking about retiring or know someone who is, there are three quick quest ...

12月15日晚间，国内集成电路装备龙头企业北方华创（002371）(SZ002371)发布公告称，公司实际控制人北京电子控股有限责任公司(简称"北京电控")拟 通过非公开协议转让方式向国新投资有限公司(简称"国新投资")转让持有的北方华创1448.18万股无限售流通普通股股份。 截至16日收盘，北方华创报442.88元/股，公司总市值3210亿元。 ↓↓↓ | 股东名称 | 本次转让前 | | 本次转让后 | | | --- | --- | --- | --- | --- | | | 持股数量(股) | 持股比例(%) | 持股数量(股) | 持股比例(%) | | 北京电控 | 67,436,337 | 9.31 | 52,954,564 | 7.31 | | 七星集团 | 240,537,223 | 33.20 | 240,537,223 | 33.20 | | 合计持有数量 | 307,973,560 | 42.51 | 293,491,787 | 40.51 | | 国新投资 | 8,341,993 | ાં 15 | 22,823,766 | 3.15 | 资料显示，北方华创科技集团股份有限公司成立 ...

TOKYO, Dec. 16, 2025 (GLOBE NEWSWIRE) -- Leading semiconductor test equipment supplier Advantest Corporation (TSE: 6857) (“Advantest”) and Tokyo Seimitsu Co., Ltd. (TSE: 7729) (“Tokyo Seimitsu”) announce plans to co-develop a new die-level prober, designed for the testing of high-performance computing (HPC) devices. Semiconductors are expected to become increasingly advanced and complex in the coming years. To promptly meet evolving market needs and deliver high-performance total test solutions to our custo ...

格隆汇12月16日丨大族激光(002008.SZ)在投资者互动平台表示，公司子公司大族半导体主要聚焦于半 导体制造装备的研发与生产，其产品线涉及晶圆的激光开槽、切割、打孔、内部改质等方面，覆盖存储 芯片制造上游的关键工艺环节。 ...