Telegraph

7x24 real-time news feed, auto refreshBeijing Time：

All A·Important B·Normal #半导体设备 ✕
B
October 7th, Japanese semiconductor equipment manufacturer TOWA plans to build a chip manufacturing equipment factory to strengthen Japan’s semiconductor supply chain.
#semiconductor#chip#Futures Market Intelligence#semiconductor chip#Semiconductor equipment10-07 04:08
B
[159 stocks that have doubled this year Two major industries gathered together】October 2, as of September 30, this year, after excluding the first-day increase of new stocks listed during the period, 159 stocks have increased by more than 100%. The number of stocks from the electronics and mechanical equipment industries is the highest, with 64 and 24 stocks respectively. The number of doubled stocks in the two industries accounts for more than 50% of the total; the number of stocks from the medical and biological and basic chemical industries ranks third and fourth respectively, with 12 and 9 stocks respectively. These industry sectors where bullish stocks frequently appear are also sectors where popular concept stocks such as copper clad laminates and semiconductor equipment have been active this year. (China Securities Journal)
#semiconductor#semiconductor chip#nonferrous metals#medicine#Chemical industry#Nonferrous·Copper#Semiconductor equipment10-02 13:53
B
[In September, the electronics industry received intensive research from institutions. Leading companies in PCB and semiconductor segments are favored] According to statistics, as of September 28, institutions surveyed 221 electronics and semiconductor companies in September. Leading companies in the PCB (printed circuit board) sector and various semiconductor segments have become the focus of the institution. In addition, the reporter recently investigated industry chain companies and learned that currently many subdivisions such as PCBs and semiconductor equipment components continue to be in a state of firm prices, full production, and expanded production. The high prosperity of the entire electronic semiconductor industry is expected to continue until 2028. (Shanghai Securities News)
#semiconductor#semiconductor chip#PCB#Semiconductor equipment09-29 06:28
B
[The concept of semiconductors fluctuated and surged, and Torrance rose by more than 11%] On September 24th, the concept of semiconductors fluctuated and surged, and Torrance rose by more than 11%. Zhichun Technology, Shengmei Shanghai, Fuled, and Huafeng Measurement and Control followed suit. On the news, it is reported that the delivery cycle of core components required for South Korean semiconductor manufacturing equipment has generally more than doubled, and the waiting time for some key components made in Japan is even as long as 40 months.
#Semiconductor manufacturing#semiconductor#Live broadcast#Semiconductor equipment09-24 10:53
B
September 23rd, Super Micro Computer has now begun shipping the NVIDIA Vera Rubin NVL72 rack.
#U.S. stock trends#semiconductor chip#Semiconductor equipment09-23 21:12
B
[Hengmingda: There is insufficient production capacity in the field of AI computing power and communication equipment, and new production capacity is expected to be released in the first half of 2027] On September 23, Hengmingda stated at an investor relations event that the company’s AI computing power and communication equipment components have been widely used in computing servers, high-end semiconductor equipment, high-end storage equipment, high-end communication equipment and other fields. The company's sales gross profit margin in the field of AI computing power and communication equipment was 24.99%, an increase from the same period last year. The current market demand for related businesses is strong, and the company's production capacity is insufficient. It is accelerating construction and is expected to release new production capacity in the first half of 2027. With the subsequent gradual implementation of Huizhou Hengmingda's intelligent manufacturing base and overseas production bases, the company's operating income is expected to grow accordingly.
#AI computing power#semiconductor#server#Computing power#Selected interactive platforms#semiconductor chip#Semiconductor equipment09-23 12:15
B
[The concept of semiconductor equipment fluctuated and surged, and Torrance rose by more than 14%] On September 18, the concept of semiconductor equipment fluctuated and surged, with Torrance rising by more than 14%, Zhongke Feichai rising by more than 7%, and Fuchuang Precision, Huafeng Measurement and Control, and Tuojing Technology following the rise. On the news, it was reported that industry insiders revealed on the 16th that the delivery cycle of key components of South Korean semiconductor manufacturing equipment has more than doubled.
#Semiconductor manufacturing#semiconductor#Live broadcast#Semiconductor equipment09-18 10:36
B
[Semiconductor equipment sector fluctuated and rebounded, and Pioneer Electric rose by the daily limit] On September 17, the semiconductor equipment sector oscillated and rebounded in the afternoon, and Pioneer Electric rose by the daily limit. Microconductor Nano, Jinhaitong, Zhongke Feichai, Hengyunchang, Juzi Technology, etc. followed suit. On the news, according to Omdia's latest research, global semiconductor revenue exceeded US$425 billion in the second quarter of 2026, reaching a new high, with a quarter-on-quarter growth of 31.4%, a record high.
#semiconductor#Live broadcast#Semiconductor equipment09-17 13:16
B
[Semiconductor equipment sector fluctuated and rebounded, Zhenbao Technology rose by more than 10%] On September 15th, the semiconductor equipment sector fluctuated and rebounded during the session, Zhenbao Technology rose by more than 10%, Frequency Quan Laser, Ultra-Pure Applied Materials, Sanjia Technology, Xinqi Micro Devices, Stech, etc. were among the top gainers. On the news, JPMorgan Chase released a report on the semiconductor SPE sector on September 11, significantly raising the growth forecast for the wafer fab equipment market, with a compound annual growth rate of 28% from 2025 to 2028.
#semiconductor#wafer#Live broadcast#Semiconductor equipment09-15 09:59
B
[Yandong Micro: The two production lines will gradually reach breakeven as orders and yield rates increase] Zhang Jinsong, chairman of Yandong Micro, introduced that the planned monthly production capacity of Yandong Technology's 12-inch production line is 40,000 pieces. The current construction monthly production capacity has reached 40,000 pieces, with a yield rate of over 99%. In the future, as new products are accelerated to mass production, the output scale will steadily increase. The planned monthly production capacity of the 12-inch production line of the Nortel Integration Project is 50,000 pieces. The project will start construction in 2024. Engineering construction and process research and development are being advanced simultaneously and efficiently. Equipment has been moved in in the fourth quarter of 2025. It is still in the equipment debugging and production capacity ramping stage. It is expected to achieve mass production by the end of 2026 and reach full production in 2030. Since wafer foundry profitability is affected by multiple factors such as downstream multi-field demand, industry supply, and upstream costs, the company's two production lines are currently climbing steadily, and will gradually reach breakeven as orders and yield increase.
#wafer#semiconductor chip#Semiconductor equipment09-08 17:34
B
[Northern Huachuang President Dong Boyu: This year, wafer fab customers have begun to proactively initiate joint research with the company and promote collaborative innovation] "Science and Technology Innovation Board Daily" reported on the 1st that Dong Boyu, the president of Northern Huachuang, said in a speech at the 2026 CEPEA main forum that before 2025, the domestic semiconductor industry will be highly dependent on the industrial path and the iteration speed of the equipment link will be slow. But he also said, "Starting from 2026, we have deeply felt that wafer fab customers have begun to proactively initiate joint research with Northern Huachuang to promote collaborative innovation, return to the underlying technical logic, explore and define semiconductor equipment development, and move from early parameter benchmarking to real solution design. The proportion of forward design of product technology has increased significantly." (Guo Hui, reporter of Science and Technology Innovation Board Daily)
#semiconductor#wafer#EA#semiconductor chip#Semiconductor equipment09-01 12:32