Semiconductor Materials and Equipment

BEST

BEST released FY2026 Q1 earnings on April 28 After-Market (BJT), actual revenue CNY 1.037 B (forecast CNY 1.188 B), actual EPS CNY 0.05

BEST to Release FY2026 Q1 Earnings on April 29 After-Market (BJT), Forecast Revenue CNY 1.188 B

BEST to Release FY2025 Earnings on April 29 During-Market (BJT), Forecast Revenue CNY 5.216 B

BEST released FY2025 Q4 earnings on February 27 During-Market (BJT), actual revenue CNY 1.28 B (forecast CNY 1.419 B), actual EPS CNY 0.051

BEST released FY2025 earnings on February 27 During-Market (BJT), actual revenue CNY 5.076 B (forecast CNY 5.216 B), actual EPS CNY 0.24

BEST to Release FY2025 Q3 Earnings on October 30 During-Market (BJT), Forecast Revenue CNY 1.446 B

BEST released FY2025 9 Months Earnings on October 16 During-Market (BJT), actual revenue CNY 3.796 B, actual EPS CNY 0.1896

BEST released FY2025 Q3 earnings on October 16 During-Market (BJT), actual revenue CNY 1.314 B (forecast CNY 1.446 B), actual EPS CNY 0.0601

BEST released FY2025 Q2 earnings on August 28 Pre-Market (BJT), actual revenue CNY 1.322 B (forecast CNY 1.287 B), actual EPS CNY 0.0494

BEST released FY2025 Semi-Annual earnings on August 28 Pre-Market (BJT), actual revenue CNY 2.482 B, actual EPS CNY 0.13

E-Town Semiconductor to Release FY2025 Semi-Annual Earnings on August 29, 2025 (BJT)

YTAC Initiates Stock Subscription, Issuance Price at 8.45 RMB

E-Town Semiconductor released FY2025 Q1 earnings on June 19 (BJT), actual revenue CNY 1.16 B, actual EPS CNY 0.08

BEST released FY2024 Q4 earnings on June 18 (BJT), actual revenue CNY 1.303 B, actual EPS CNY 0.041

BEST released FY2024 Annual Earnings on June 18, 2025 (BJT), actual revenue CNY 4.633 B, actual EPS CNY 0.2

BEST released FY2024 Q3 earnings on June 18 (BJT), actual revenue CNY 1.24 B, actual EPS CNY 0.0727

BEST released FY2024 9 Months Earnings on June 18, 2025 (BJT), with actual revenue of CNY 3.33 B and actual EPS of CNY 0.162

E-Town Semiconductor released FY2024 Q1 earnings on March 13, 2025 (BJT), with actual revenue of CNY 1.012 B and EPS of CNY 0.04

E-Town Semiconductor released FY2022 earnings on March 13, 2025 (BJT) with actual revenue of CNY 4.763 B and EPS of CNY 0.14

E-Town Semiconductor released FY2024 Q2 earnings on March 13, 2025 (BJT) with actual revenue of CNY 1.045 B and EPS of CNY 0.045

688729

A significant event in Santa Clara, California, known as Chiplet Summit, is offering an extended deadline until January 23, 2026, for nominations for the first Best of Show Awards. The event, taking place from February 17-19 at the Santa Clara Convention Center, focuses on chiplet-based design and integration. The awards aim to acknowledge innovative technologies that enhance chiplet-based design and improve higher-performance computing. They will be presented in various categories such as AI Accelerators.

Unusual Whales

Chiplet Summit extends nomination deadline for 2026 Best of Show Awards to Jan 23, debut at event on Feb 17-19. Categories include AI Accelerators.

The 3 Best Chip Stocks to Buy for 2026 Are Companies You Have Probably Never Heard Of

Barchart Option

The 3 Best Chip Stocks to Buy for 2026 Are Companies You Have Probably Never Heard Of

This Top Chip Stock Could Also Be the Best Way to Play a New Trump Robotics Rally

This Top Chip Stock Could Also Be the Best Way to Play a New Trump Robotics Rally

TD Cowen Says This Memory Chip Maker Is One of the Best Stocks to Buy for 2026

TD Cowen Says This Memory Chip Maker Is One of the Best Stocks to Buy for 2026

NVDA

TD Cowen Says This Chip Stock (Not Nvidia) Is the Best Idea for 2026

NVIDIA

TD Cowen Says This Chip Stock (Not Nvidia) Is the Best Idea for 2026

A report from Saxo Bank highlights Asia, particularly South Korea, Japan, and Taiwan, as crucial to the AI ecosystem, providing essential components for AI systems. The bank emphasizes that Asia offers more cost-effective, earnings-linked investments in AI compared to the U.S. market. With Asia holding about 70% of advanced chipmaking capacity and significant shares in high-bandwidth memory and packaging, the region is positioned for growth as AI hype subsides. Share prices in these sectors have surged this year, reflecting strong fundamentals.

- A report from Saxo highlights Asia, particularly South Korea, Japan, and Taiwan, as crucial to the AI ecosystem, providing essential manufacturing capabilities.  
- The report emphasizes that Asia offers more stable, earnings-linked investment opportunities in AI compared to the U.S., which is seen as more hype-driven.  
- With Asia accounting for approximately 70% of advanced chipmaking and significant shares of high-bandwidth memory and packaging, its factories are positioned to thrive regardless of U.S. software competition.  

Tip Ranks

C3.AI

Major Bank Says Asia Leads in AI Stocks – Which Are the Best to Buy?

This company is the world leader in chip manufacturing, and it's more affordable than you'd expect.

Motley Fool

What Is 1 of the Best Semiconductor Stocks to Buy Now?

688072

688082

688019

688012

Semiconductor equipment stocks rebounded during the day, with ACMSH rising over 10%. Piotech, E-Town Semiconductor, Anji Technology, LianDong Technology, Huahai Qingtai, and AMEC also surged rapidly

Zhitong

Piotech

ACMSH

Anji Technology

AMEC

Semiconductor equipment stocks fluctuate and rebound, ACMSH rises over 10%

AMAT

E-Town Semiconductor sued Applied Materials for stealing trade secrets, seeking compensation of 99.99 million yuan. E-Town claimed that Applied Materials hired two of its former employees, who possessed the core technology of Mattson Technology, and submitted related patent applications to the National Intellectual Property Administration. E-Town requested the court to prohibit Applied Materials from manufacturing related products in China and to destroy the infringing products

AASTOCKS

Applied Materials

E-Town Semiconductor sues Applied Materials for trade secret theft, seeking compensation of 99.99 million RMB

BEST(688729.SH)

Chiplet Summit extends nomination deadline for 2026 Best of Show Awards to Jan 23, debut at event on Feb 17-19. Categories include AI Accelerators.

The 3 Best Chip Stocks to Buy for 2026 Are Companies You Have Probably Never Heard Of

This Top Chip Stock Could Also Be the Best Way to Play a New Trump Robotics Rally

TD Cowen Says This Memory Chip Maker Is One of the Best Stocks to Buy for 2026

TD Cowen Says This Chip Stock (Not Nvidia) Is the Best Idea for 2026

Major Bank Says Asia Leads in AI Stocks – Which Are the Best to Buy?

What Is 1 of the Best Semiconductor Stocks to Buy Now?

Semiconductor equipment stocks fluctuate and rebound, ACMSH rises over 10%

E-Town Semiconductor sues Applied Materials for trade secret theft, seeking compensation of 99.99 million RMB