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China Mandates 50% Domestic Gear For New Chip Capacity

China has mandated that chipmakers use at least 50% domestically produced equipment for new semiconductor capacity, intensifying competition with foreign suppliers from the US, Japan, and Europe. This policy shift is reshaping the global chip equipment market, as companies must demonstrate procurement from Chinese vendors to gain approval for new fabs. Despite these challenges, analysts remain optimistic about US equipment makers like Lam Research and Applied Materials, predicting strong growth driven by demand for advanced technologies and AI investments. Applied Materials shares have seen a slight increase, nearing their 52-week high.

benzinga_article·
US
LRCX
-0.14%
US
AMAT
-0.42%
benzinga_article·
US
LRCX
-0.14%
US
AMAT
-0.42%

Fort Washington Investment Advisors Inc. OH Has $79.74 Million Holdings in QUALCOMM Incorporated $QCOM

Fort Washington Investment Advisors Inc. OH increased its holdings in QUALCOMM Incorporated (NASDAQ:QCOM) by 4.7% in Q3, owning 479,303 shares valued at $79.74 million. Other hedge funds also adjusted their positions in QCOM. Insider transactions included sales by EVP Akash J. Palkhiwala and CAO Patricia Y. Grech. Analysts have mixed ratings on QCOM, with a consensus target price of $192.94. The stock opened at $173.43, with a market cap of $185.74 billion and a P/E ratio of 35.47.

Market Beat·
US
QCOM
+0.29%
Market Beat·
US
QCOM
+0.29%

Farmers & Merchants Investments Inc. Reduces Stock Holdings in International Business Machines Corporation $IBM

Farmers & Merchants Investments Inc. reduced its stake in International Business Machines Corporation (IBM) by 9.1% in Q3, now holding 26,882 shares valued at $7.58 million. Other hedge funds also adjusted their positions, with Norges Bank acquiring a stake worth over $2 billion. Analysts have mixed ratings on IBM, with an average rating of "Moderate Buy" and a price target of $293.38. Positive sentiment surrounds IBM's AI investments and quantum roadmap, while the recent passing of former CEO Louis Gerstner is noted but unlikely to impact fundamentals.

Market Beat·
US
FMAO
-1.92%
US
IBM
-0.47%
Market Beat·
US
FMAO
-1.92%
US
IBM
-0.47%

Farmers & Merchants Investments Inc. Has $25.12 Million Stock Position in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Farmers & Merchants Investments Inc. reduced its stake in Taiwan Semiconductor Manufacturing Company Ltd. (TSM) by 11.7% in Q3, now holding 89,943 shares valued at $25.12 million. The stock represents 0.7% of their portfolio. Other institutional investors have also adjusted their positions in TSM. Analysts have given TSM a "buy" rating with a target price averaging $355.00. TSM's stock opened at $300.83, with a market cap of $1.56 trillion and a recent quarterly EPS of $14.32. The company announced a dividend increase to $0.9678 per share, payable on April 9.

Market Beat·
US
FMAO
-1.92%
US
TSM
+0.17%
Market Beat·
US
FMAO
-1.92%
US
TSM
+0.17%

EXCLUSIVE-China mandates 50% domestic equipment rule for chipmakers, sources say

China has mandated that chipmakers use at least 50% domestically made equipment for new capacity, aiming for self-sufficiency in semiconductor production. This rule, not publicly documented, is a response to U.S. export restrictions and is pushing Chinese manufacturers to rely on local suppliers. The initiative is part of a broader effort led by President Xi Jinping to build a self-sufficient semiconductor supply chain. The policy has already shown results, with domestic companies like Naura Technology advancing rapidly in chip manufacturing technologies.

Reuters·
US
TOELY
-0.08%
HK
00981
+4.24%
SH
688981
+2.27%
Reuters·
US
TOELY
-0.08%
HK
00981
+4.24%
SH
688981
+2.27%
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