Semiconductor Materials and Equipment

ASML

Today’s Key News Recap

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1127 | Dolphin Research Focus: 🐬 Macro/Industry 1. The Office of the United States Trade Representative announced that the exemption of certain tariffs on Chinese goods, established under Section 301 due to issues related to technology transfer and intellectual property, will be extended until November 10, 2026. The original exemption was set to expire on November 29. In the short term, this can provide a 'safe period' for Chinese export enterprises in terms of orders and profits, and also reduce costs for American importers and consumers. However, the overall tariff framework remains unchanged, and the competition between China and the U.S. in high-tech fields will continue...

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Alibaba AI Glasses Enter the Market, Meituan Financial Report to be Released Tomorrow | Today's Important News Recap

SMIC

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The following are the minutes of SMIC's Q3 2025 earnings call organized by Dolphin Research. For an interpretation of the financial report, please refer to &#34;SMIC: Not focusing on short-term results, is AI 'domestic chips' the true belief?&#34; 1. Review of SMIC's (00981.HK) key financial information 1. The company achieved sales revenue of USD 2.382 billion in the third quarter of 2025, a quarter-on-quarter increase of 7.8%, with a gross margin of 22%, up 1.6 percentage points from the previous quarter; operating profit was USD 351 million, and EBITDA was USD 1.43 billion...

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SMIC (Minutes): Storage price increase, terminal manufacturers are becoming more conservative in their plans for next year.

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The following are the Minutes of ASML's Q3 2025 earnings call. For an interpretation of the financial report, please refer to &#34;ASML: AI Capex Adds Buff, The Worst Period is Over!&#34; 1. $ASML(ASML.US) Review of Core Financial Information 1. Shareholder Returns Dividends: The first interim dividend for 2025 has been paid, at EUR 1.60 per share. The second interim dividend, also EUR 1.60 per share, will be paid (Payment Date: November 6, 2025). Stock Repurchase: Approximately EUR 148 million worth of shares were repurchased in the third quarter...

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ASML (Minutes): Maintain 2030 target, next year's expectations will be updated in the next quarter

Financial Analysis

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ASML released its Q3 2025 financial report (up to September 2025) before the U.S. stock market opened on the afternoon of October 15, 2025, Beijing time. The key points are as follows: 1. Revenue &amp; Gross Margin: a) $ASML(ASML.US) reported a revenue of 7.5 billion euros this quarter, a year-on-year increase of 0.7%, compared to the market expectation of 7.7 billion euros. The company's revenue this quarter mainly came from contributions by TSMC and customers in mainland China. b) The gross margin for this quarter was 51.6%, close to the upper end of the company's guidance range (50-52%), mainly due to an increase in the proportion of service-related revenue...

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ASML: AI Capex adds a buff, the worst period is over!

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1015 | Dolphin Research Focus: 🐬 Macro/Industry 1. Federal Reserve Chairman Jerome Powell stated on Tuesday that the central bank may end its balance sheet reduction (QT) in the coming months to prevent liquidity tightness in the short-term funding markets. The dollar index fell in response, providing strong upward momentum for gold priced in dollars, pushing gold prices to new highs. 2. This year's Double 11 promotion started on October 9, with JD.com and Douyin taking the lead, followed by platforms like Taobao, starting 5 days earlier than last year, further extending the event period...

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ASML Rises Post-Earnings; Mixue Blends into Beer Market | Today's Important News Recap

ASML Quick Interpretation: Although the company's revenue and gross margin for this quarter met the guidance expectations, they did not significantly exceed them. The company's R&amp;D and sales expenses remained stable, resulting in a moderate profit for the quarter. Compared to this quarter's data, the market is more focused on ASML's order metrics and next quarter's guidance, as these two aspects better reflect the company's operational trend changes. ① Order Metrics: ASML's net orders for this quarter remained at 5.4 billion euros, better than the market expectation of 4.9 billion euros. After experiencing a 'flash crash' in order data at the beginning of the year, the company's orders have returned above 5 billion euros, mainly due to the weakening impact of tariffs and the recovery of downstream confidence; ② Next Quarter Guidance: The company expects fourth-quarter revenue to reach 9.2-9.8 billion euros, better than the market expectation of 9.2 billion euros. The fourth quarter is often a peak season for the company's product deliveries, and from the guidance, the company is likely to continue the momentum of year-on-year revenue growth. Although AI semiconductors remain hot, ASML has been under multiple pressures in the first half of the year, especially from the capital expenditure contraction of major clients Samsung and Intel, which has put significant pressure on the company's operations. However, with the recovery of the memory cycle, Intel's 'rebirth expectations,' and the progress in Samsung's HBM certification, ASML's pressure is gradually being released. As the absolute leader in the lithography market, ASML will also benefit from the current AI Capex boom.

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1014 | Dolphin Research Focus: 🐬 Stocks 1, $NIO-SW(09866.HK) Nio has reached a strategic cooperation with Amap Enterprise Car Service, integrating its AI-driven corporate travel solutions. Through AI scheduling algorithms, it reduces employee business travel costs by 15%. This collaboration is a typical practice of technology empowering refined corporate management—AI technology not only directly cuts travel costs but also enhances management efficiency through process optimization and risk control, injecting positive expectations into Nio's financial health...

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OpenAI is collaborating with Arm for the development of Broadcom AI chips; 'Qixian Xiaochu' joins Meituan and Flash Delivery | Today's Important News Recap

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0916 | Dolphin Research Focus: 🐬 Macro/Industry 1. The Federal Reserve will hold a meeting on September 16-17 local time, and the interest rate decision will be announced at 2:00 AM Beijing time on September 18. Recent economic data indicates a weak labor market, and the market generally expects the Federal Reserve to cut interest rates by 25 basis points. Attention is on the extent, pace of the rate cut, and its actual impact on various aspects of the economy. 🐬 Individual Stocks 1. $Tesla(TSLA.US) Regulatory filings show that CEO Elon Musk spent nearly $1 billion last Friday to increase his stake in the company...

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Taobao May Launch WeChat Mini Program? Musk Spends Heavily to Increase Tesla Stake | Today's Important News Review

ASML released its Q2 2025 financial report (ending June 2025) before the U.S. stock market opened on the afternoon of July 16, 2025, Beijing time. Key points are as follows: Here are the minutes of ASML's Q2 2025 earnings call. For an interpretation of the financial report, please refer to &#34;ASML: The Hot Nvidia, Can It Warm Up the Cool Lithography Machines?&#34; 1. $ASML(ASML.US) Core Financial Information Review 1. Second Quarter Performance and Revenue: Total net sales amounted to 7.7 billion euros, at the upper end of the company's expectations...

ASML（Minutes）: Committed to enhancing equipment efficiency rather than increasing equipment quantity

$ASML(ASML.US) released its Q2 2025 financial report (ending June 2025) before the U.S. stock market opened on the afternoon of July 16, 2025, Beijing time. Key points are as follows: 1. Revenue &amp; Gross Margin: a) This quarter's revenue was 7.7 billion euros, up 23.2% year-on-year, exceeding market expectations (7.5 billion euros). The year-on-year growth was attributed to the recognition of revenue from one High NA EUV system and increased revenue from installation and upgrade services. b) This quarter's gross margin was 53.7%, surpassing the company's guidance (50-52%), mainly due to the increased proportion of service-related revenue...

ASML: The Booming Nvidia, Can It Warm Up the the cold reality of lithography machines?

Barclays analyst maintains hold rating on ASML with price target

ASML Holding Repurchased Shares Worth About 36 Million Euros

imec demonstrates first wafer-scale fabrication of solid-state nanopores using EUV lithography

Bartlett & CO. Wealth Management LLC Reduces Holdings in ASML Holding N.V.

ASML Holding Promises to Invest 93 Million Euros in Public Infrastructure to Improve Accessibility in Brainpark Area

Goldman Sachs Maintains Buy Rating on ASML Holding NV

Bernstein Maintains Hold Rating on ASML with a Target Price of 800 Euros

ASML to Invest in Building a New Factory in the Netherlands

Sonora Management Q3 Invests $1.1 Million in ASML

ASML repurchased shares worth 36.2 million euros

Ubon Electronics Buys ASML Equipment to Boost Memory Product Performance

Roku seen as top 2026 investment pick ASML breaks new ground with EUV lithography orders