KLA Corp forecast second-quarter revenue above Wall Street estimates on Wednesday, banking on strong AI-linked demand for its chipmaking tools, while flagging significant risks to its China business a... ...

Q3 Revenue, Gross Margin and Earnings per Share Exceed the Midpoint of the Outlook Range; Expects to Deliver Higher Results in the Fourth Quarter LIVERMORE, Calif., Oct. 29, 2025 (GLOBE NEWSWIRE) -- FormFactor, Inc. (Nasdaq: FORM) today announced its financial results for the third quarter of fiscal 2025 ended September 27, 2025. Quarterly revenues were $202.7 million, an increase of 3.5% compared to $195.8 million in the second quarter of fiscal 2025, and a decrease of 2.5% from $207.9 million in the third ...

I know it seems hard to believe, but there's a lot more going on besides tech. So, we'll do that. Well, I was going to start with KLA and Service Now.All right. You know what. Let's start with Burke.Okay. There there's a lot going on outside of the mega caps. How about that.>> KA JT, they report their earnings today after the bell. >> They do. Um, we're going to hear obviously the restrictions with China wafer fat market.There's been an improvement in the rhetoric. I think that's going to lend itself positi ...

Microsoft (-0.24%) has its work cut out for them today; both the largest report of the day and the most visible mistake in tech land today. Its Azure Cloud is down and might not be back online for a few hours. That'll surely make for an interesting earnings call.Chipotle (+2.9%) comes in-line, with revenue of $3 billion (vs. $3.02 billion); comp sales come in below expectations at +0.3%, prompting cut to guidance.Starbucks (+2.4%) misses expectations but reports first increase in same-store sales in two yea ...

REDMOND, Wash.--(BUSINESS WIRE)--Data I/O Corporation (NASDAQ: DAIO), the leading global provider of data programming and security provisioning for microcontrollers, security ICs and memory devices, is pleased to announce that it received a 2025 Step-by-Step Excellence Award for the LumenX-M8 Manual Programming System. The award was presented during an official ceremony held at the NEPCON Asia tradeshow at the Shenzhen World Exhibition & Convention Center, celebrating innovation and advance. ...

Here are three stocks with buy ranks and strong growth characteristics for investors to consider today Oct. 29th:Lam Research (LRCX) : This company which supplies wafer fabrication equipment and services to the semiconductor industry, carries a Zacks Rank #1 (Strong Buy), and has witnessed the Zacks Consensus Estimate for its current year earnings increasing 6.3% over the last 60 days.Lam Research has a PEG ratio of 1.64 compared with 3.73 for the industry. The company possesses a Growth Score of A.Fox (FOX ...

Coincides with Release of ACM Shanghai Third Quarter 2025 ResultsFREMONT, Calif., Oct. 29, 2025 (GLOBE NEWSWIRE) -- ACM Research, Inc. (“ACM”) (NASDAQ: ACMR), a leading supplier of wafer and panel processing solutions for semiconductor and advanced packaging applications, today announces expectations for preliminary unaudited revenue and total shipments for the third quarter of 2025. Today’s release coincides with the as-scheduled release of unaudited financial results by ACM Research (Shanghai), Inc., ACM’ ...

根据wind数据，半导体设备ETF（159516）实时盘中流入1.35亿份，净流入6800万份，资金抢筹半导体 设备资产。 半导体设备ETF（159516）跟踪的是半导体材料设备指数（931743），该指数从市场中选取涉及半导体 材料研发、生产及半导体设备制造的相关上市公司证券作为指数样本，以反映半导体产业链上游环节相 关上市公司证券的整体表现。该指数聚焦于半导体产业中技术含量高、成长潜力大的材料与设备领域， 能够较好地体现该细分领域的发展趋势和市场动向。 （文章来源：每日经济新闻） 华泰证券指出，全球半导体行业规模有望从2024年的6310亿美元增长至2030年的1万亿美元以上 （CAGR约8%），其中AI/HPC将成为核心驱动力，占比预计从2025年的35%提升至2030年的48%。 SEMI预测2026年全球WFE资本开支同比增长10%，较2025年的6%加速，反映AI驱动下先进工艺逻辑和 存储资本开支的强劲增长。半导体设备行业2026年或迎来拐点，先进封装设备规模预计达63亿美元。 ...

公司业绩表现 - 2025年前三季度营收同比增长87.88%至4.82亿元，归母净利润同比增长178.18%至1.25亿元，扣非净利润同比增长222.43%至1.21亿元 [1] - 2025年第三季度单季净利润为4897.57万元，同比增长832.58% [1] - 业绩增长主要由半导体封装测试设备需求回暖及测试分选机销量增长驱动 [1] 盈利能力指标 - 前三季度毛利率达到51.95%，同比上升3.22个百分点，净利率为25.95%，同比上升8.42个百分点 [1] - 基本每股收益为2.16元，加权平均净资产收益率为8.95% [1] - 经营活动产生的现金流量净额为4995.10万元，同比增长122.70% [1] 行业背景与公司地位 - 公司作为国内领先的半导体测试设备供应商，受益于半导体设备国产化及行业需求快速增长 [2] - 公司产品结构中，测试分选机占比超过80%，在半导体后道封装测试环节具有重要地位 [2] - 全球半导体产业链持续扩张，相关设备需求有望保持稳健增长 [2] 未来展望 - 基于前三季度表现和行业景气度，公司有望在2025年实现全年业绩高速增长 [2] - 随着半导体行业景气度提升和国产替代加速，公司有望继续扩大市场份额并巩固领先地位 [2] - 在全球经济复苏和科技自主可控背景下，公司正迎来前所未有的发展机遇 [2]

"老话说'巧妇难为无米之炊'，可荷兰偏不信这个邪——它捧着ASML这个'金饭碗'，以为能靠光刻机吃遍天，结果被中国一记'稀土铁砂掌'拍得晕头转 向。" 这场看似突然的技术对决，实则是积蓄多年的"元素战争"正式打响。 聪明企业早开始转向——谁投资中国市场，谁才能保住稀土配额。荷兰成了"祭旗"的，就是给所有想跟着美国搞技术封锁的国家提个醒：别把中国的温和 当软弱，碰了红线，就算一克磁粉也别想拿走！ ASML的EUV光刻机确实称得上"人类工业皇冠上的明珠"，但再亮的明珠也离不了稀土的滋养。每台DUV光刻机里，从镜头镀膜到磁体核心，超过50个关 键部件都刻着"中国制造"的烙印——不是简单的金属块，而是经过温度记忆控制、电磁响应稳定等核心技术淬炼的特种合金。过去十年，中荷像一对默契 的"供应链搭子"：荷兰管着ASML的出口闸门，中国供着稀土的命脉，倒也相安无事。直到美国挥起技术封锁的大棒，荷兰突然变脸——先禁EUV，后卡 DUV，2024年干脆宣布DUV也受限，活生生把"合作"玩成了"对抗"。 说到底，这场"元素战"撕开了一个残酷真相：所谓"技术巨头"不是靠站队就能当的，供应链命脉攥在别人手里，再牛的技术也得跪。中国从 ...