23 September 2025 Global Semiconductor Capital Equipment China WFE Import Tracker (Aug 2025): Aug YoY+12%, YTD +3%, on track to be a flat year Qingyuan Lin, Ph.D. +852 2123 2654 qingyuan.lin@bernsteinsg.com Stacy A. Rasgon, Ph.D. +1 213 559 5917 stacy.rasgon@bernsteinsg.com David Dai, CFA +852 2918 5704 david.dai@bernsteinsg.com Zheng Cui +852 2123 2694 zheng.cui@bernsteinsg.com Francis Ma +852 2123 2626 francis.ma@bernsteinsg.com Arpad von Nemes +1 917 344 8461 arpad.vonnemes@bernsteinsg.com Juho Hwang +85 ...

Key Takeaways LRCX and JSR will pair Aether dry resist with advanced metal oxide resists to enable high-NA EUV.The partnership aims to cut cost and complexity in chip patterning while boosting performance.Success in high-NA EUV could expand LRCX's share in foundry and logic at sub-2nm chip nodes.Lam Research ((LRCX) has signed a new cross-licensing and collaboration deal with JSR Corporation, the parent company of Inpria, to push forward next-generation chip patterning. The agreement is aimed at combining L ...

Columbia Threadneedle Investments, an investment management company, released its “Columbia Seligman Global Technology Fund” second-quarter 2025 investor letter. A copy of the letter can be downloaded here. The US equities strongly rebounded in the second quarter following a turbulent first quarter. The fund’s Institutional Class shares returned 19.52% in the quarter, compared to a 23.18% return for the MSCI World Information Technology Index-Net. In addition, you can check the fund’s top 5 holdings for it ...

In the most recent quarter, Lee Ainslie of Maverick Capital made a series of significant reductions across his equity portfolio. Known for running a concentrated, high-conviction strategy with a strong emphasis on fundamental research, Ainslie appears to be exiting or dramatically trimming several positions where conviction may have waned or valuations no longer justified the exposure.Below are the top five reductions by percentage change in common stock holdings:1. Lam Research Corp (LRCX) – ↓97.64% (Semic ...

Key Takeaways Lam Research shares jumped 70.1% in six months, outpacing major semiconductor peers.AI and data center chip trends boosted Q4 revenues by 34% and EPS by 64% year over year.LRCX faces risks from U.S.-China trade tensions and cyclical semiconductor spending.Lam Research Corporation (LRCX) has surged 70.8% in the past six months, comfortably outperforming the broader Zacks Electronics – Semiconductors industry, which rose 54.1%.While many semiconductor names have rallied, LRCX’s gains stand out, ...

These dividend-paying companies have compelling valuations for long-term investors.Intel's (INTC 1.98%) stock price jumped over 22% on Thursday after Nvidia (NVDA -2.79%) announced a $5 billion investment in the chip manufacturer and a technological collaboration between the two companies. Nvidia stock rose 3.5% on the day because the collaboration could accelerate its data center and personal computing growth. Nvidia got a great deal for Intel -- only paying $23.28 per share, which is lower than the stock' ...

​Lam Research Corporation (NASDAQ:LRCX) is one of the Best Technology Stocks to Invest in for the Long Term. On September 15, Lam Research Corporation (NASDAQ:LRCX) announced its collaboration with JSR Corporation to advance semiconductor manufacturing. ​The collaboration is designed to speed up the industry’s move to next-generation patterning technologies, including dry resist technology for extreme ultraviolet lithography. This technology is crucial for making chips used in artificial intelligence and ...

泛林集团 智通财经APP获悉，KeyBanc发表研报，将泛林集团(LRCX.US)评级下调至"与大盘持平"，同时将应用 材料(AMAT.US)目标价从200美元上调至220美元。 以Steve Barger为首的分析师团队表示，总体而言，他们对半导体行业未来数年的前景仍持积极态度。 这一乐观预期主要源于人工智能(AI)驱动下强劲且快速增长的支出、行业技术迭代，以及全球电子产品 市场的长期增长趋势。 "尽管如此，考虑到当前的估值情况，我们将泛林集团评级下调至'与大盘持平'。对于希望继续布局该 行业、且看好行业整体向好趋势的投资者，我们认为应用材料的风险收益比更具优势，因此我们将其目 标价上调至220美元，"该行分析师补充道。 应用材料 KeyBanc将应用材料的目标价上调至220美元，同时维持"增持"评级。 Barger及其团队指出，今年以来，应用材料的股价表现明显落后于同行。他们认为，造成这一现象的原 因包括两方面：一方面，市场担忧其成熟制程芯片的需求面临压力，尤其是在中国市场——中国是应用 材料设备销售额占比最大的市场;另一方面，应用材料此前曾表示，"先进制程需求的不稳定导致不确定 性上升，且对今年下半年业 ...

The most talked about and market moving research calls around Wall Street are now in one place. Here are today's research calls that investors need to know, as compiled by The Fly.Top 5 Upgrades: Jefferies upgraded Onto Innovation (ONTO) to Buy from Hold with a price target of $170, up from $100. The firm tells investors to look past the company's near term "hurdles" as its growth will reaccelerate in the second half of 2026.Bernstein upgraded United Rentals (URI) to Outperform from Market Perform with a p ...

KeyBanc Capital downgraded Lam Research's (NASDAQ:LRCX) rating to Sector Weight, while separately raising the price target on the shares of Applied Materials (NASDAQ:AMAT). Shares of Lam fell about 2% on Tuesday, while Applied Materials' stock was largely flat but in the green. ...