Nova Ltd. (NASDAQ: NVMI ) has been a quiet stellar performer over the past two years, a major player in the semiconductor equipment space. While the majority of the attention is on peers such as KLA Corporation (I am focused on Canadian stocks, Technology and growth stocks. The key to long term returns are disruptive companies that change the landscape of their industry. I also focus on Mid-Cap companies with strong management and high growth to attain alpha. I buy swing positions as well for quality compan ...

Dutch chip-equipment maker ASML's 1.3 billion euro ($1.5 billion) investment in French startup Mistral AI could be the start of more consolidation in the fragmented European tech ecosystem, former Fre... ...

ABM总部位于中国香港，深耕半导体光刻设备领域逾20年，掌握超过2000项光刻机关键零部件的专有 技术。截至目前，ABM已向全球超300家客户累计交付近1000台（套）设备，产品广泛应用于集成电路 前道制造、先进封装等领域。 ABM佛山项目拟选址佛山市顺德区北滘镇，计划打造全球领先的集高端设备制造、尖端研发和中试功 能于一体的光刻机及先进封装核心设备生产基地，首期将建设光刻机、涂胶显影设备及晶圆键合机等核 心设备生产基地，规划三年内实现年产百台套的目标。 9月30日，佛山市与ABM, Inc. Asia Pacific Ltd.（下称"ABM"）签订合作协议，广东唯一的光刻机量产项 目——年产百台套光刻机及先进封装核心设备生产基地项目落户佛山。 值得一提的是，项目从初步接触到正式签约仅用时三个月。"佛山政府的行动效率、对产业发展的渴望 和对产业的深刻理解，都让我印象深刻。"ABM公司董事长吴玷说，佛山作为粤港澳大湾区重要的制造 基地，拥有深厚的工业基础和成熟的精密制造能力，尤其在机械加工、光学元件、控制系统等领域具备 深厚积累，与光刻机等高精度装备的制造需求高度契合，"我们希望借助佛山作为内地与港澳合作'桥头 ...

（原标题：广东唯一光刻机量产项目落地佛山，ABM拟三年内实现年产百台套） 佛山市相关负责人表示，此次引入ABM项目，是佛山进一步实施"强链补链"战略的关键举措。项目落 地后，有望带动本地精密加工、高端光学元件、智能控制系统等上下游配套协同发展，构建"以装备促 制造、以制造带研发"的良性循环。以项目落地为契机，佛山将积极招引高端半导体装备产业链上下游 企业集聚发展，力争实现半导体光刻装备产业五年内规模达40亿元、十年突破100亿元的目标，加快建 设粤港澳大湾区半导体及集成电路研制重要基地。 ABM总部位于中国香港，深耕半导体光刻设备领域逾20年，掌握超过2000项光刻机关键零部件的专有 技术。截至目前，ABM已向全球超300家客户累计交付近1000台（套）设备，产品广泛应用于集成电路 前道制造、先进封装等领域。 ABM佛山项目拟选址佛山市顺德区北滘镇，计划打造全球领先的集高端设备制造、尖端研发和中试功 能于一体的光刻机及先进封装核心设备生产基地，首期将建设光刻机、涂胶显影设备及晶圆键合机等核 心设备生产基地，规划三年内实现年产百台套的目标。 值得一提的是，项目从初步接触到正式签约仅用时三个月。"佛山政府的行动效 ...

近年来，佛山将半导体及集成电路产业作为战略性新兴产业重点培育，已初步构建起覆盖材料、设计、 制造、封测、装备等环节的完整产业链生态。截至目前，全市集聚规模以上半导体企业336家，产业规 模突破900亿元，广东先导稀材光芯片项目、蓝箭电子芯片封测基地等一批重大项目相继落地，形成"链 主引领、多点支撑"的发展格局。 9月30日，佛山市与ABM, Inc. Asia Pacific Ltd.（以下简称"ABM"）签订合作协议，广东唯一的光刻机量 产项目——年产百台套光刻机及先进封装核心设备生产基地项目落户佛山。佛山市市长白涛出席签约仪 式。 ABM成立于2003年，总部位于中国香港，深耕半导体光刻设备领域逾20年，在中国内地、中国台湾及 日本设有分支机构与研发中心。公司坚持自主研发制造，掌握超过2000项光刻机关键零部件的专有技 术，涵盖光源系统、光路系统、工件台系统、测量与对准系统、掩模版与掩模台机构、环境控制系统等 核心技术。截至目前，ABM已向全球超300家客户累计交付近1000台（套）设备，其中70%客户位于中 国内地，产品广泛应用于集成电路前道制造（如MEMS、化合物半导体、功率器件）以及先进封装 （TS ...

We recently published 10 Buzzing Tech and AI Stocks Everyone’s Talking About. ASML Holding N.V. (NASDAQ:ASML) is one of the stocks analysts were recently talking about. Mehdi Hosseini, senior equity research analyst at Susquehanna, said in a recent program on CNBC that he likes ASML because the company is expected to benefit from spending by Taiwan Semiconductor. “I like, which has had a nice run over the past couple of weeks, is ASML Holding NV (NASDAQ:ASML). Taiwan Semi is going to be the largest spend ...

芯碁微装公告，控股股东、实际控制人程卓持股3678.75万股，占27.92%；因资金需求，计划于2025年 10月30日至2026年1月29日，通过集中竞价和大宗交易方式减持不超过263.48万股，比例不超过2.00%， 其中集中竞价和大宗交易各不超过131.74万股。 ...

APOS Expands Smart TestCell Ecosystem for V93000 SoC Test PlatformTOKYO, Sept. 30, 2025 (GLOBE NEWSWIRE) -- Leading semiconductor test equipment supplier Advantest Corporation (TSE: 6857) today launched its new Advantest Power Optimization Solution (APOS) for the V93000 system-on-chip (SoC) test platform. Designed to improve energy efficiency without compromising performance, the APOS software enables foundries and outsourced semiconductor assembly and test (OSAT) providers to achieve their sustainability g ...

Semiconductor equipment stock Lam Research Corp (NASDAQ:LRCX) is on the rise today, up 3.1% at $132.30 at last glance, after Deutsche Bank upgraded the stock to "buy" from "hold," with a price-target hike to $150 from $100. The firm cited better conditions in the memory chip market and increasing exposure to advanced foundry spending (global foundry spending is expected to increase amid high demand). Lingering just below its Sept. 23 record high of $133.56, LRCX could still mark a record close today. Shares ...

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: Goldman Sachs upgraded Innoviz Technologies (INVZ) to Buy from Neutral with a price target of $2.50, up from $1.50. The firm cites the company's design potential over the next six months and its "inexpensive" valuation for the upgrade.Morgan Stanley upgraded Citizens Financial (CFG) to Overweight from Equal Weight ...