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FormFactor Stock Up 22% and Drawing a $35 Million New Stake as The Firm Beats Q3 Estimates
The Motley Fool· 2025-12-25 21:22
One fund’s sizable move into FormFactor hints at where the next leg of semiconductor infrastructure spending may show up firstNew York City-based Shannon River Fund Management initiated a new position in FormFactor (FORM +0.01%), adding 968,161 shares worth about $35.26 million as of a November 13 SEC filing.What HappenedAccording to a November 13 SEC filing, Shannon River Fund Management LLC disclosed a new stake in FormFactor, acquiring 968,161 shares. The position, valued at $35.26 million as of Septembe ...
Applied Materials Stock: Valuation Upside Exists, Awaiting Clarity On China (NASDAQ:AMAT)
Seeking Alpha· 2025-09-19 13:46
公司业务 - 公司是半导体制造设备制造商 为半导体行业提供沉积和蚀刻机以及计量系统等设备 [1] 行业地位 - 公司在半导体制造供应链中并未特别主导某个环节 [1]