In the Singapore market, there are two names you can look at to participate in the semiconductor sector: UMS Integration Limited (SGX: 558), or UMS, and AEM Holdings Limited (SGX: AWX), or AEM. However, they differ in the customers they serve, their margins, and even their respective growth drivers.Let’s take a closer look at UMS and AEM to see which name offers greater long-term growth potential.Business Model ComparisonUMS focuses on front-end semiconductor equipment contract manufacturing. A key customer ...

来源：中新经纬 来源：北京日报客户端 美东时间周三(25日)，美国三大股指全线收涨，道指涨0.63%，标普500指数涨0.81%，纳指涨1.26%。大 型科技股集体上涨，微软、Meta涨超2%，特斯拉、英伟达涨超1%，亚马逊、苹果、谷歌均上涨。芯片 股多数上涨，费城半导体指数涨1.62%。应用材料、泰瑞达涨超4%，迈威尔科技涨超3%，ARM、美光 科技涨超2%，AMD跌超1%。 ...

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2）当下全球存储仍以典型周期资产估值定价，下一个阶段有望转向成长，估值将不再是5X、6X，而是10X、 15X、甚至20X。 持续强call存储设备，重视机器人催化【华西机械】 3）大陆存储扩产是景气度+国产替代共振，十五五两存+晋华预计扩产规划超过百万，显著强于海外，短期看两存 招标po临近。 持续强call存储设备，重视机器人催化【华西机械】 #1、1）春节假期海外指数普涨，欧洲、东亚等多国指数创新高；2）科技方向中存储板块表现强势，海力士、三 星等原厂股价再创新高，ASML、AMAT、LAM、泰瑞达等半导体设备龙头同样表现强势，股价逼近历史新高。 #1、1）春节假期海外指数普涨，欧洲、东亚等多国指数创新高；2）科技方向中存储板块表现强势，海力士、三 星等原厂股价再创新高，ASML、AMAT、LAM、泰瑞达等半导体设备龙头同样表现强势，股价逼近历史新高。 #2、1）2月20日海力士电话会议再次乐观指引全球存储景气度：一方面，AI带来的真实需求爆发，另一方面原厂 纪律性扩产以及洁净室限制导致供给失衡。 #2、1）2月20日海力士电话会议再次乐观指引全球存储景气度：一方面，AI带来的真实需求爆发，另一方面原厂 ...

Investment Rating - The industry investment rating is "Overweight" (maintained) [1] Core Insights - The report highlights a positive outlook for the semiconductor industry, driven by increasing demand for AI computing power and capital expenditures [7] - Key companies such as Nvidia and Meta are making significant investments in AI chips, indicating strong market growth potential [5] - The report emphasizes the importance of domestic supply chains and price increases in materials like target materials and passive components [7] Market Review - During the Spring Festival holiday (February 16-20, 2026), major overseas technology stocks saw gains, with the Nasdaq index rising by 1.51% and the Philadelphia Semiconductor Index also increasing by 1.51% [3] - Notable stock performances included Nvidia up by 3.83%, Apple up by 3.44%, and Amazon up by 5.69% [3] Industry Updates - The report notes a surge in AI model updates from domestic and international companies, with significant product launches expected from Apple and others [4] - Nvidia's CEO announced a groundbreaking new chip at the upcoming GTC 2026 conference, and a multi-billion dollar chip procurement agreement with Meta was confirmed [5] - Samsung and SK Hynix are accelerating production capacity due to increased storage demand driven by AI [6] Investment Recommendations - The report suggests focusing on sectors benefiting from increased AI computing capital expenditures and domestic supply chain developments [7] - Recommended stocks include Jiangfeng Electronics, with beneficiaries including Jingce Electronics, Chipone Technology, and others [7]

Key Takeaways AMAT is benefiting from AI-driven demand in leading-edge foundry, DRAM and HBM equipment.Applied Materials sees 9% and 18% revenue growth for fiscal 2026 and 2027, with rising EPS estimates.AMKR expects strong 2026 advanced packaging growth but faces PC softness and margin pressure.Applied Materials (AMAT) and Amkor Technology (AMKR) are two key players in the AI infrastructure value chain serving widely different but crucial roles. While AMAT is a semiconductor equipment manufacturing company ...

Stellar Q1 Results Drive Rankings ShiftThe ranking improvement moves the company into the top 10% of its peer group, driven by record-breaking operational efficiency and an aggressive pivot toward artificial intelligence (AI) infrastructure.The primary catalyst for the rankings jump was a decisive first-quarter beat, where Applied Materials reported revenue of $7.01 billion, surpassing analyst estimates of $6.87 billion.Despite a slight year-over-year revenue dip, the company's internal efficiency remains h ...

Stellar Q1 Results Drive Rankings ShiftThe ranking improvement moves the company into the top 10% of its peer group, driven by record-breaking operational efficiency and an aggressive pivot toward artificial intelligence (AI) infrastructure.The primary catalyst for the rankings jump was a decisive first-quarter beat, where Applied Materials reported revenue of $7.01 billion, surpassing analyst estimates of $6.87 billion.Despite a slight year-over-year revenue dip, the company's internal efficiency remains h ...

This story was originally published on Manufacturing Dive. To receive daily news and insights, subscribe to our free daily Manufacturing Dive newsletter. Dive Brief: Applied Materials reported $7.01 billion in Q1 revenue, above the midpoint of its guided range, citing increased demand for leading-edge logic, high-bandwidth memory and advanced packaging. The semiconductor systems segment achieved record DRAM revenue, the company said in a press release. Applied Materials is planning to launch more th ...

Core Viewpoint - Applied Materials has shown strong institutional interest, with several investors increasing their stakes, indicating confidence in the company's future performance [1][5]. Institutional Investment - State Street Corp increased its position by 1.0%, owning 38,920,984 shares valued at $7.13 billion after acquiring 391,540 shares [1] - Geode Capital Management LLC raised its holdings by 2.0%, now owning 21,026,363 shares worth $3.84 billion after purchasing 407,282 shares [1] - Alliancebernstein L.P. boosted its position by 72.5%, owning 13,564,120 shares valued at $2.48 billion after acquiring 5,700,349 shares [1] - Ameriprise Financial Inc. increased its stake by 13.7%, now holding 8,936,363 shares valued at $1.64 billion after purchasing 1,075,525 shares [1] - Norges Bank acquired a new stake worth $1.60 billion [1] - Institutional investors and hedge funds own 80.56% of the stock [1]. Price Performance - Shares opened at $375.38, with a market cap of $297.95 billion and a P/E ratio of 38.42 [2] - The 50-day simple moving average is $304.98, and the 200-day simple moving average is $243.13 [2] - The stock has a twelve-month low of $123.74 and a high of $377.11 [2] - The company has a debt-to-equity ratio of 0.30, a quick ratio of 1.94, and a current ratio of 2.71 [2]. Earnings and Guidance - The company reported $2.38 EPS for the last quarter, exceeding the consensus estimate of $2.21 by $0.17 [3] - Revenue for the quarter was $7.01 billion, surpassing analyst estimates of $6.88 billion [3] - The net margin was 27.78%, and return on equity was 37.52% [3] - Quarterly revenue decreased by 2.1% compared to the same quarter last year [3] - Guidance for Q2 2026 is set at 2.440-2.840 EPS, with analysts expecting 9.38 EPS for the current fiscal year [3]. Dividend Announcement - A quarterly dividend of $0.46 per share will be paid on March 12, with an annualized dividend of $1.84 and a yield of 0.5% [4] - The ex-dividend date is February 19, and the dividend payout ratio is 18.83% [4]. Analyst Ratings and Price Targets - Needham & Company raised the target price from $390.00 to $440.00, maintaining a "buy" rating [5] - Barclays increased their price target from $360.00 to $450.00, giving an "overweight" rating [5] - Morgan Stanley set a price objective of $420.00 [5] - Mizuho raised their target from $370.00 to $410.00 with an "outperform" rating [5] - TD Cowen increased their target from $315.00 to $450.00, maintaining a "buy" rating [5] - Consensus rating is "Moderate Buy" with an average price target of $363.04 [5]. Insider Activity - SVP Teri A. Little sold 4,000 shares at an average price of $238.24, totaling $952,960, reducing ownership by 4.53% [8] - CAO Adam Sanders sold 609 shares at an average price of $255.53, totaling $155,617.77, reducing ownership by 12.13% [8] - Insiders sold a total of 9,609 shares valued at $2.91 million in the last 90 days, with corporate insiders owning 0.30% of the stock [8].