Anbotong invests in a semiconductor equipment remanufacturing joint venture; its actual controller simultaneously acquires a controlling stake in lithography machine manufacturer ABM Asia.
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Semiconductor equipment stocks rebounded after a period of volatility, with Lianlian Technology and Huafeng Measurement & Control both rising by more than 10%.
Mars Finance reported on July 8th that semiconductor equipment stocks rebounded after a period of fluctuation, with Liandong Technology and Huafeng Measurement & Control both rising by over 10%, followed by Zhongke Feice, Shengmei Shanghai, and Fuchuang Precision. In related news, Liandong Technology released its 2026 semi-annual performance forecast, projecting net profit attributable to shareholders of the parent company to be between 21 million and 29 million yuan, representing a year-on-year increase of 73.39% to 139.44%; and projecting net profit excluding non-recurring items to be between 16.1 million and 24.1 million yuan, representing a year-on-year increase of 121.55% to 231.64%. (Science and Technology Treasure Broadcast)
Linkage Technology: First-half net profit expected to increase by 73%-139% year-on-year; semiconductor testing equipment industry continues to enjoy upward momentum; company has ample order backlog.
According to Mars Finance, LianDong Technology (301369.SZ) announced that it expects its net profit attributable to shareholders of the listed company for the first half of 2026 to be between RMB 21 million and RMB 29 million, representing a year-on-year increase of 73.39%-139.44%. The performance change is mainly attributed to strong demand from downstream application areas such as AI, high-performance computing, and new energy vehicles, leading to a continued upward trend in the semiconductor testing equipment industry. The company seized the strategic window of domestic substitution for semiconductor testing equipment, leveraging its technological accumulation and brand advantages to vigorously expand the market. During the reporting period, the company had a sufficient order backlog, achieving steady growth in operating performance. Note: The company's Q2 net profit is expected to be between RMB 18 million and RMB 26 million, compared to RMB 3 million in Q1. Based on this, Q2 net profit is expected to increase by 415%-649% quarter-on-quarter. (Cailian Press)
Semiconductor equipment sector rebounds after fluctuations; Zhengfan Technology rises over 10%.
Mars Finance reports that the semiconductor equipment sector rebounded during trading, with Zhengfan Technology surging over 10%, and Xianfeng Precision Technology, Xinyuan Microelectronics, Huafeng Measurement & Control, Jingyi Equipment, and Zhongke Feice all rising over 6%. On the news front, lithography machine giant ASML announced an upward revision of its full-year revenue guidance, primarily due to continued growth in demand for advanced lithography equipment related to AI chip manufacturing. The World Semiconductor Trade Statistics' spring 2026 forecast shows that the global semiconductor market size will reach $1.51 trillion in 2026, representing a year-on-year growth of nearly 90%. (Cailian Press)
US semiconductor equipment stocks surged in pre-market trading, with KLAC rising 5.41%.
According to Mars Finance, on July 6th, based on market data, the US semiconductor equipment sector surged in pre-market trading, with the following stocks rising: Applied Materials (AMAT) up 5.05%; Onto Innovation (ONTO) up 4.15%; Lam Research (LRCX) up 5.03%; KLA-Tec (KLAC) up 5.41%; Teradyne (TER) up 4.85%; and ENTG up 3.78%.
SEAJ has significantly raised its sales forecast for Japanese-made semiconductor equipment in fiscal year 2026, expecting it to break records.
According to Mars Finance, SEAJ released a forecast report stating that driven by the investment boom in advanced logic chips for AI servers, coupled with a significant expansion of DRAM production line investment centered on HBM, the global equipment sales forecast for Japanese semiconductor equipment manufacturers in fiscal year 2026 has been revised upwards by approximately 20%, amounting to an increase of 1.0498 trillion yen, from the previous January 2026 estimate of 5.5004 trillion yen. The latest forecast is 6.5502 trillion yen. This represents a substantial year-on-year increase of 26.0% compared to fiscal year 2025, and annual sales will surpass the 6 trillion yen mark for the first time, setting a new historical peak for the third consecutive year. SEAJ also noted that demand for AI server chips remains strong, with several new wafer fabs coming online. Therefore, the sales forecast for Japanese semiconductor equipment in fiscal year 2027 has been significantly revised upwards from the previous estimate of 5.6104 trillion yen to 7.4017 trillion yen, a year-on-year increase of 13.0%, potentially setting a new historical high for the fourth consecutive year. (Cailian Press)
A-share semiconductor equipment stocks rebounded in the afternoon, with Yitang Technology rising over 8%.
Odaily Odaily reports that A-share semiconductor equipment stocks rebounded in the afternoon, with Yitang Technology rising over 8%, followed by Huafeng Measurement & Control, AMEC, Changchuan Technology, Pioneer Precision Technology, and Shengmei Shanghai. (Jinshi)