Table of contents Hichem M'Saad CEO Vamsi Paruchuri Corporate VP, Technology Innovation and Market Research Enabling customers with Angstrom precision through service innovation and automation From layers to landscape: Opportunities and growth through technology inflections Atoms to action: Our growth strategy to 2030 Page 4 Page 44 Page 70 Jason Foster Corporate VP, Spares and Service Business Unit, Global Quality and Technical Training Investor Day 2025 We explore atoms, so others can explore space Index ...

The most oversold stocks in the information technology sector presents an opportunity to buy into undervalued companies.The RSI is a momentum indicator, which compares a stock’s strength on days when prices go up to its strength on days when prices go down. When compared to a stock’s price action, it can give traders a better sense of how a stock may perform in the short term. An asset is typically considered oversold when the RSI is below 30, according to Benzinga Pro.Here's the latest list of major overso ...

Almere, The Netherlands September 23, 2025, 7:45 a.m. CET ASM International N.V. (Euronext Amsterdam: ASM) today hosts its 2025 Investor Day in London. In today’s presentations, Hichem M’Saad, CEO, and Paul Verhagen, CFO, together with other senior leaders, will provide updates on our business, financial performance, and market outlook, and lay out our strategic priorities through 2030. Hichem M’Saad, CEO of ASM, said: “The semiconductor market is on track to reach US$1 trillion by the end of the decade, d ...

行业与公司 * 行业为印度PCB（印刷电路板）行业 涉及消费电子、硬件技术领域[1] * 会议参与者包括AT&S Macdermid Alpha Electronics Solutions Epitome Components Pvt Ltd Micropack Pvt Ltd Syrma SGS Atotech India Pvt Ltd等公司[3] 核心观点与论据：市场格局与增长潜力 * 印度PCB市场规模在FY25估计为42亿美元 其中约88%的需求依赖进口[4] * 过去两年印度本土制造的PCB供应占比已增长至27% 但全球市场份额仍仅为1% 远低于中国约50%的份额[4] * 泰国正迅速成长为PCB制造中心 过去3-4年有60家PCB制造商设立新工厂 其市场规模预计在2025年后将超过120-130亿美元[4] * 行业机构ELCINA预计印度市场到2030年将达到140-150亿美元[4] * 印度主要生产单面和双面PCB 部分本土企业如Epitome Amber（通过子公司Ascent Circuits）HiQ已能生产最多8层板 应用于汽车、家电和工业领域[8] * 全球企业AT&S在印度专注于利基市场的高科技PCB 其印度业务的出口比例已从3-4年前的98%降至目前的80% 反映了国内市场的增长[8] 核心观点与论据：需求驱动与机遇领域 * 主要增长领域被确定为汽车、人工智能（AI）、工业、医疗、航空航天与国防（A&D）以及5G基站[8] * 讨论呼吁PCB制造商、原始设计制造商（ODM）和原始设备制造商（OEM）之间紧密合作 以实现可制造性设计（DFM）并减少缺陷 尤其是在电动汽车（EV）等面临小型化和散热挑战的行业[8] 核心观点与论据：关键挑战 * 技术缺陷：在高密度互连（HDI）方面 实现HDI、塞孔和背钻的能力有限 这些需要激光钻孔和受控钻孔等先进技术[7] 智能手机制造所需的极高走线密度和细线距的复杂PCB 印度目前尚无能力支持 移动设备日益需要的无卤PCB在印度也尚未生产[7] 对于汽车行业 需要MSAP（改良型半加成工艺）和SAP（半加成工艺）等先进工艺 目前本地仅生产用于照明和信息娱乐系统的PCB 其他汽车PCB均需进口[9] * 质量、认证与资格：印度供应商因对良率工程关注不足而缺陷率较高 缺乏本地UL认证基础设施导致认证周期长（3-4个月） 客户资格认证过程可能需要6-8个月[10] * 原材料：关键原材料缺乏国内来源是主要瓶颈 特别是覆铜板（CCL）和铜箔 目前国内没有层压板来源 生产铜箔需要铜锭[10] CCL占材料成本的50% 而材料成本又占总PCB成本的60%[10] 尽管存在巨大缺口 但新的CCL制造设施已宣布建设（如Wipro在卡纳塔克邦的设施 Kaynes在TN泰米尔纳德邦Thoothukudi的层压板厂）[10] 约80%的PCB化学材料可在国内获得 50-60%的化学需求由本地满足 但阻焊膜和干膜等高纯度化学品主要依赖进口[10] * 基础设施：PCB制造是资本和工艺密集型产业 关键挑战包括：1) 环境合规：化学品、水和电力的广泛使用需大量投资于废水处理厂（ETP）和污水处理厂（STP） 严格的零排放要求阻碍了一些全球企业在印度设厂[10] 2) 电力稳定性：即使是短暂停电（如3分钟）也可能至关重要 尤其是层压板生产存在火灾风险[10] 3) 机械与备件：约80%的设备从中国采购 导致签证问题和备件交货期长（长达1周） 阻碍了快速扩张[10] * 资本与规模：中小微企业（MSME）面临资本约束和政府复杂性 难以满足大规模需求 实现规模经济对盈利能力至关重要 尤其是多层板生产[10] * 人才与技能差距：行业参与者表示 缺乏熟练人才是一个重大问题 包括工艺专家、研发人员和操作员 PCB制造是比PCB组装复杂得多的过程[10] 随着泰国迅速扩张其能力 这仍然是全球范围内的一个关键担忧[11] 其他重要内容：扩张模式与激励计划 * 过去2-3年PCB行业宣布的投资高达1000亿印度卢比 不仅包括领先的EMS企业Amber Syrma和Kaynes 也包括较小的私营企业如Meena Circuits和Signum Electro[8] * ECMS（电子元件和半导体促进计划）方案受到行业欢迎 旨在提高增值和提升国内制造水平 泰米尔纳德邦（TN）等邦政府也匹配中央政府的激励措施[8] * 部分参与者对阈值资本支出要求过高表示担忧 约80%的ECMS申请者是中小微企业（MSME）[8] * 像Wipro这样的公司也计划大幅扩大覆铜板（CCL）产能以实现向后整合 目标为每月40万张 并意图出口 超出了印度目前20万张的国内需求[6]

Micron Technology, Inc. (NASDAQ:MU) is one of the Must-Watch AI Stocks on Wall Street. On September 17, Susquehanna analyst Mehdi Hosseini raised the price target $200 from $160 on Wednesday, maintaining a Positive rating. The rating comes ahead of the company’s upcoming earnings report on September 23. The firm expects Micron Technology to beat expectations and raise guidance. Moreover, it anticipates commentary that will emphasize that both average selling price and gross margin will remain strong and c ...

Key Takeaways Micron expects Q4 revenues of $10.7B, up 38% year over year, with EPS projected to hit $2.50. Strong HBM demand from AI-driven GPUs supports Micron's growth in compute and networking. Micron plans U.S. chip manufacturing expansion, reducing risks from potential tariff challenges.After the closing bell on Sept. 23, Micron Technology, Inc. (MU) is set to report its much-awaited fiscal fourth-quarter 2025 (ended on Aug. 31) results. Similar to the previous quarter, will Micron be able to provide ...

The deal is a big win for Intel.Intel (INTC 1.98%) just had one of its best days in years, with its stock price surging after Nvidia (NVDA -2.79%) revealed it would take a $5 billion stake in the chipmaker and partner on new products. The stock price is now up about 50% on the year. While the market loved the deal, it is worth taking a closer look at what this deal really means for Intel and whether this is a true turning point or just a short-term jolt. Why Nvidia is partnering with IntelThe collaboration ...

Tyler Crowe: The mortgage market gets a much-needed jolt, and Oracle has its best day since the dot-com boom. Motley Fool Money starts now. Welcome to Motley Fool Money. I'm Tyler Crowe, joined by longtime Fools Matt Frankel and Jon Quast. Today, we're going to follow up on Oracle's blockbuster quarter that it reported after the close on Tuesday, how that impacts AI and a major milestone for ETFs that we just passed, and, of course, we're going to do some radar stocks, maybe a little couple extras, but firs ...

Wamzi, what are your channel checks showing you just in terms of demand for this phone. >> Yeah, good morning, Becky. Thanks for having me.Yeah, absolutely. We track uh lead times and ship times uh as they're available across different uh carriers as well as Apple's own distribution channels globally. And what we see is that the indeed the Pro and Pro Max have similar lead times to prior years whereas the baseline Pro model is really extended and that extension is particularly prominent in China.Now that co ...

This speculative nuclear power stock might have a lot more upside potential.NuScale Power's (SMR -7.67%) stock closed at a record high of $51.67 on July 25. That marked a near five-bagger gain from its opening price of $10.70 after it went public by merging with a special purpose acquisition company (SPAC) on May 3, 2022.The speculative nuclear power stock has pulled back nearly 30% since then, but is it still worth buying? Let's review its business model, growth rates, and valuations to decide. How does Nu ...