標題: 半導體製造設備股
kaka
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42.77.124.213
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發表於 2018-2-22 08:33  資料 私人訊息 
半導體製造設備股
美國..半導體設備..Lam Research Corporation (美股 LRCX)


http://www.lamresearch.com

https://www.lamresearch.com/products/products-overview

https://en.wikipedia.org/wiki/Lam_Research

Lam Research Corporation is an American corporation that engages in the design, manufacture, marketing, and service of semiconductor processing equipment used in the fabrication of integrated circuits.[2]

Its products are used primarily in front-end wafer processing, which involves the steps that create the active components of semiconductor devices (transistors, capacitors) and their wiring (interconnects). The company also builds equipment for back-end wafer-level packaging (WLP), and for related manufacturing markets such as for microelectromechanical systems (MEMS).

Lam Research was founded in 1980 by Dr. David K. Lam and is headquartered in Fremont, California, in the Silicon Valley.


http://www.lamresearch.com/company/company-overview/overview

As a leading supplier of wafer fabrication equipment and services to the global semiconductor industry, Lam Research develops innovative solutions that help our customers build smaller, faster, more powerful, and more power-efficient electronic devices—the kind that are driving the proliferation of technology into our everyday lives.

Our Role

To produce the tiny, complex chips used in products such as cell phones, computing devices, and entertainment gadgets, semiconductor manufacturers require highly sophisticated processes and equipment. Lam’s products play a key role in this, allowing chipmakers to build device features that are more than 1,000 times smaller than a grain of sand. In fact, nearly every leading-edge integrated circuit made today has been processed with Lam Research equipment.

Our Products

Lam’s market-leading products are used in several steps that are repeated multiple times throughout the chip-making process, including thin film deposition, plasma etch, photoresist strip, and wafer cleaning. Our customer support offerings are designed to deliver value throughout the equipment lifecycle, from system installation, production ramp, and new technology upgrades through end-of-life asset management. By drawing on multiple areas of expertise—including engineering, research and development, manufacturing, and customer support—we continue to develop the new capabilities required by the industry.

Our Philosophy

Our success as a company is based on a solid foundation of technical achievement, close collaboration with our customers, and delivering on commitments. Additionally, Lam’s focus on our Core Values—including innovation, achievement, teamwork, and integrity—have allowed us to build on what has made us successful in the past and apply those strengths going forward.

Key Facts

  • Founded: 1980
  • Revenue: ~$9.6 Billion (CY 2017)
  • Employees: ~10,200 (CY 2017)
  • Headquarters: Fremont, California
  • Nasdaq Symbol: LRCX

https://finance.google.com/finance?q=NASDAQ%3ALRCX&ei=aLV_WqmTEciJ0ATprof4Dw

Lam Research Corporation is a supplier of wafer fabrication equipment and services to the semiconductor industry.

The Company designs, manufactures, markets, refurbishes and services semiconductor processing systems that are used in the fabrication of integrated circuits (ICs).

It operates through manufacturing and servicing of wafer processing semiconductor manufacturing equipment segment. Its products are designed to enable its customers build a range of devices that are used in a range of electronic products, including cell phones, tablets, computers, storage devices, and networking equipment.

Its customer base includes semiconductor memory, foundry, and integrated device manufacturers (IDMs) that make products, such as dynamic random-access memory (DRAM), negative-AND (NAND) memory and logic devices. It offers a portfolio of products that are used in several areas of the semiconductor manufacturing process flow, including thin film deposition, plasma etch and single-wafer clean.


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kaka
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42.77.124.213
發表於 2018-2-22 08:34  資料 私人訊息 
美國..半導體設備..Applied Materials 應用材料 (香港 4336,美股 AMAT)


http://www.appliedmaterials.com

https://zh.wikipedia.org/wiki/%E5%BA%94%E7%94%A8%E6%9D%90%E6%96%99

應用材料公司NASDAQAMAT 港交所4336)是全球最大的半導體設備和服務供應商。

應用材料公司創建於1967年,公司總部位於美國加利福尼亞州聖克拉拉。應用材料公司1984年進入中國,目前在上海北京天津蘇州無錫等地有辦事處或倉庫,在西安設有太陽能開發中心。

應用材料公司的主要產品為晶片製造相關類產品,例如原子層沉積物理氣相沉積化學氣相沉積電鍍侵蝕離子注入快速熱處理化學機械拋光測量學和矽片檢測等。應用材料公司每年的研究經費達到約10億美元。

2013年9月24日應用材料宣布將透過換股方式,作價90億美元收購主要競爭對手東京電子(Tokyo Electron),合併後的新公司市值約290億美元,應材將持新公司68%股權,東京電子持其餘32%股權。

2015年4月28日,據美國《華爾街日報》報導,應用材料與東京電子表示將取消業務合併計劃,理由是該計劃未獲得美國司法部認可。


https://finance.google.com/finance?q=NASDAQ%3AAMAT&ei=Y7h_WsjiAZOs0QSyz6jwDw

Applied Materials, Inc. provides manufacturing equipment, services and software to the global semiconductor, display and related industries.

The Company's segments are Semiconductor Systems, which includes semiconductor capital equipment for etch, rapid thermal processing, deposition, chemical mechanical planarization, metrology and inspection, wafer packaging, and ion implantation; Applied Global Services, which provides integrated solutions to optimize equipment and fab performance and productivity; Display and Adjacent Markets, which includes products for manufacturing liquid crystal displays, organic light-emitting diodes, upgrades and roll-to-roll Web coating systems and other display technologies for televisions, personal computers, smart phones and other consumer-oriented devices, and Corporate and Other segment, which includes revenues from products, as well as costs of products sold for fabricating solar photovoltaic cells and modules, and certain operating expenses.


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kaka
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UID 6717
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註冊 2014-5-7
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42.77.124.213
發表於 2018-2-22 08:34  資料 私人訊息 
日本..半導體設備..Tokyo Electron Limited 東京威力科創 (日本 8035,美股 TOELY)


http://www.tel.com

https://zh.wikipedia.org/wiki/%E6%9D%B1%E4%BA%AC%E5%A8%81%E5%8A%9B%E7%A7%91%E5%89%B5

東京威力科創(Tokyo Electron Limited,TEL;東證1部8035)是日本的半導體成產廠商。公司總部位於東京都港區赤坂。TEL是東京證券交易所一部上市公司,主要產品為半導體成膜設備,半導體蝕刻設備和用來製造平板顯示器液晶的設備。同類產品比重在日本占第一位,在世界上占第二位。東京放送(TBS)曾是其大股東之一。

東電旗下有東電AT,東電東北,東電山梨,東電九州和東電軟體技術五個主要的子公司。2012年由於受到年世界半導體產業界的不景氣的影響,東電整體嚴重縮小經費開支,準備度過"過冬"。


https://finance.google.com/finance?q=TYO%3A8035&ei=eL9_WpChD5iS0wS_nLvwDw

Tokyo Electron Limited is a company mainly engaged in the manufacture and sale of electronic products for industrial uses.

The Semiconductor Manufacturing Equipment segment is engaged in the provision of coaters and developers for wafer processing, plasma etching equipment, thermal processing systems and others.

The Flat-panel Display (FPD) Manufacturing Equipment segment is engaged in the provision of coaters and developers for FPD manufacturing, plasma etching/ashing apparatus and others.

The Electronic Component and Information Communication Equipment segment provides semiconductor products such as integrated circuits (ICs), computer and network equipment and software.

In addition, the Company is also involved in logistics, facility management and insurance businesses. As of March 31, 2014, the Company had 59 affiliated companies.


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kaka
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UID 6717
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註冊 2014-5-7
用戶註冊天數 3634
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42.77.124.213
發表於 2018-2-22 08:34  資料 私人訊息 
荷蘭..半導體設備.. ASML Holding NV 艾司摩爾 (荷蘭 ASML,美股 ASML)


https://www.asml.com

https://zh.wikipedia.org/wiki/%E8%89%BE%E5%8F%B8%E6%91%A9%E7%88%BE

艾司摩爾公司(ASML Holding N.V.)是在荷蘭費爾德霍芬(Veldhoven)的半導體設備製造商。公司同時在歐洲和美國NASDAQ上市。

從業員工17,000多名。在世界16個國家和地區有70個子公司和生產據點。

艾司摩爾公司的主要產品是用來生產大規模積體電路的核心設備曝光機



在世界同類產品中有90%的市佔率。


https://www.asml.com/company/what-we-do/en/s277?rid=51981

What we doOur customers include all of the world's leading chipmakers, like Intel, Samsung and TSMC, who use our product portfolio to manufacture a wide range of semiconductor chips.

Our key technologies
The heart of ASML’s product portfolio is the semiconductor lithography system.

The system works with a light source, which generates ultraviolet light. This light is projected through a blueprint (usually referred to as mask or reticle) of a geometric chip pattern. Optics reduce and focus the pattern onto a thin slice of silicon (the wafer) that is coated with a light-sensitive chemical. The light interacts with the chemical, effectively printing the pattern onto the wafer. When unwanted silicon is etched away, a three-dimensional structure is revealed. This process is repeated dozens of times, layer upon layer, ultimately creating a grid of hundreds of chips on a single silicon wafer.




Our lithography system is a combination of high-tech hardware and advanced software, affording exact control over the shape and size of the chip patterns it creates. But to create today’s most advanced chips, the patterns and their margins for error are so small that it is no longer sufficient to look at the lithography system in isolation. That is why we enhance system performance and reliability with predictive algorithms (which optimize the blueprint of a chip for lithography) and with metrology (which measure and correct the chip manufacturing process on our systems in real-time). We call the integration of these optimizations for chip manufacturing ’Holistic Lithography’.
Our marketsOur main customer groups are makers of memory and logic chips.

Memory chips can store and process large amounts of data on electronic products and are usually classed as volatile or non-volatile. Volatile memories typically lose stored information when power is removed, while non-volatile memories retain their information. The main type of volatile memory is known as DRAM (Dynamic Random Access Memory), a low-cost, high-capacity chip that provides electronics with memory to help process information. The main type of non-volatile memory chip is known as NAND Flash, which is used to  store data on electronic devices. Both DRAM and NAND Flash chips are made in dedicated memory factories.

Logic chips process information and are the brains of electronic devices. Chipmakers that design and manufacture logic chips are known as IDMs (Integrated Device Manufacturers). Contract manufacturers, known as foundries, produce chips on order for other companies.



https://finance.google.com/finance?q=NASDAQ%3AASML&ei=KMF_WvCAOYu20wSz_I8o

ASML Holding N.V. is a holding company.

The Company is a manufacturer of chip-making equipment. The Company is engaged in the development, production, marketing, selling and servicing of semiconductor equipment systems, consisting of lithography systems.

The Company's products include systems, and installed base products and services. The Company's principal operations are in the Netherlands, the United States and Asia. The Company offers TWINSCAN systems, equipped with lithography system with a mercury lamp as light source (i-line), Krypton Fluoride (KrF) and Argon Fluoride (ArF) light sources for 300 millimeter processing wafers for manufacturing environments for which imaging at a small resolution is required. TWINSCAN systems also include immersion lithography systems (TWINSCAN immersion systems). The Company also offers NXE systems, which are equipped with extreme ultraviolet (EUV) light source technology. The Company offers YieldStar, a wafer metrology system.

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kaka
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UID 6717
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註冊 2014-5-7
用戶註冊天數 3634
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42.77.124.213
發表於 2018-2-22 08:35  資料 私人訊息 
美國..半導體設備..KLA-Tencor 科磊 (美股 KLAC)


http://www.kla-tencor.com

https://en.wikipedia.org/wiki/KLA-Tencor

KLA-Tencor Corporation is a global capital equipment company based in Milpitas, California.

It supplies process control and yield management systems for the semiconductor industry and other related nanoelectronics industries.

The company's products and services are intended for all phases of wafer, reticle, integrated circuit (IC) and packaging production, from research and development to final volume manufacturing.[4]

KLA-Tencor’s products and services are used by the vast majority of bare wafer, IC, reticle and disk manufacturers around the world.

These customers rely on KLA-Tencor’s inline unpatterned and patterned wafer defect monitoring, review and classification; reticle defect inspection and metrology; packaging and interconnect inspection; critical dimension (CD) metrology; pattern overlay metrology; film thickness, surface topography and composition measurements; measurement of in-chamber process conditions; wafer shape and stress metrology; computational lithography tools; and, overall yield and fab-wide data management and analysis systems.

KT Services[4] is the company’s global service network that maintains the productivity and performance of the extensive installed base of KLA-Tencor tools.

In 2000 the company formally established the KLA-Tencor Foundation, its philanthropic arm.[5] KLA-Tencor Foundation supports and benefits the global communities in which KLA-Tencor employees live and work.


https://www.kla-tencor.com/company/products.html

KLA-Tencor’s comprehensive portfolio of defect inspection and metrology equipment helps integrated circuit manufacturers manage yield throughout the entire fabrication process—from research and development to final volume production.

These defect inspection and metrology equipment solutions are designed to help fabs accelerate their development and production ramp cycles, to achieve higher and more stable semiconductor die yields and to improve overall profitability.

Our defect inspection and metrology equipment solutions are also used in a number of related industries, including wafer manufacturing, mask manufacturing, solar process development and control, medical device manufacturing and data storage manufacturing, and general materials research.

We invite you to visit sections of our website specific to your company’s metrology equipment and inspection needs. Links at the left are organized by industry and application to help you navigate our extensive portfolio of current inspection and metrology equipment and products.


In addition, our K-T Certified section describes fully refurbished and tested KLA-Tencor pre-owned equipment and tools for fabs, wafer/reclaim houses, mask shops, OEMs, and material suppliers. We offer buy-back, re-marketing and flexible trade-in programs for surplus tools, and upgrades and performance enhancements to existing tools. Finally, please visit the Support section for information on services we offer to help companies maximize the benefits and performance of their KLA-Tencor tools.


https://finance.google.com/finance?q=NASDAQ%3AKLAC&ei=NMN_WpiPIoqK0ATqz4WADw

KLA-Tencor Corporation (KLA-Tencor) is a supplier of process control and yield management solutions for the semiconductor and related nanoelectronics industries.

The Company's products are also used in a number of other high technology industries, including the light emitting diode (LED) and data storage industries, as well as general materials research. Its products and services are used by bare wafer, integrated circuit (IC), lithography reticle (reticle or mask) and disk manufacturers around the world.

The Company's inspection and metrology products and related offerings are categorized in various groups, including Chip Manufacturing, Wafer Manufacturing, Reticle Manufacturing, LED, Power Device and Compound Semiconductor Manufacturing, Data Storage Media/Head Manufacturing, Microelectromechanical Systems (MEMS) Manufacturing, and General Purpose/Lab Applications. It also provides refurbished KLA-Tencor tools as service and support for its products.

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kaka
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42.77.124.213
發表於 2018-2-22 08:35  資料 私人訊息 
日本..Canon 佳能株式會社 (日本 7751 ,美股 CAJ)


http://www.canon.com

http://global.canon/en/corporate/information/profile.html

https://zh.wikipedia.org/wiki/%E4%BD%B3%E8%83%BD

佳能株式會社(日語:キヤノン株式会社),是一家生產影像、光學、醫療設備、半導體工業設備和辦公自動化產品的日本企業製造商,產品包括照相機攝像機複印機傳真機影像掃描器印表機眼科X射線成像設備、電影攝影機和鏡頭、半導體光刻機等。

佳能的主要競爭對手包括三星尼康索尼奧林巴斯柯尼卡美能達富士軟片徠卡賓得愛普生柯達惠普施樂等。


https://finance.google.com/finance?q=NYSE%3ACAJ&ei=YsZ_WqjXJMWh0ASjt7noDw

Canon Inc. (Canon) is a manufacturer of office multifunction devices (MFDs), plain paper copying machines, laser printers, inkjet printers, cameras and lithography equipment.

Canon sells its products principally under the Canon brand name and through sales subsidiaries. Each of these subsidiaries is responsible for marketing and distribution to retail dealers in an assigned territory.

Canon operates its business in three segments: the Office Business Unit, the Imaging System Business Unit, and the Industry and Others Business Unit. Canon's research and development activities range from basic research to product-oriented research directed at maintaining Canon's technological operations in the marketplace.

Canon has manufacturing subsidiaries in a range of countries, including the United States, Germany, France, the Netherlands, Taiwan, China, Malaysia, Thailand, Vietnam and the Philippines.


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kaka
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220.133.160.84
發表於 2018-10-13 14:04  資料 私人訊息 
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kaka
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UID 6717
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111.82.59.26
發表於 2018-10-14 20:18  資料 私人訊息 
蔚藍同學
DISCO,日股,第351樓

http://mikeon88.freebbs.tw/viewthread.php?tid=37344&extra=page%3D1&page=24




貼上kaka桑在本篇#339分享的DISCO公司,底下更詳細介紹它的產業地位…
其年報中強調了少就是多的概念,專精少數幾項技術、高品質及穩定度,跟大多數台廠很不同~



DISCO Corp. (JP:6146 / ADR:DSCSY)
DISCO Corp.( 迪恩科株式會社) 創立於1937年,總部設在日本東京。主要為精密加工設備及工具
的製造與銷售,包括切割機、研磨機、鉋平機(Surface Planer)、拋光機等;精密
加工設備之租賃
及舊設備之買賣,以及精密零件的加工服務等;主要應用於半導體、電子和建
築業。
半導體製造約分為400不同的工藝程序,其中DISCO僅專注於Kiru(切割),Kezuru(磨削)和
Migaku(拋光)這三個領域。其中DISCO的切割設備、研磨設備在全球半導體產業的市佔約70%
2017年營收約15億美元,員工數約4800人。









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白Sir
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220.137.5.96
發表於 2018-10-14 20:21  資料 私人訊息 
這期商周1512 有介紹 晶圓切割市占律 70%日本公司DISCO Corp.  迪斯科 美股代碼dscsy,
1937年以研磨切割刀具起家的DISCO,因應市場的需求轉變逐漸發展成精密加工設備的製造商,創業已70餘年。手機、數位相機、攜帶式音樂播放器、IC卡等電子產品皆不斷地追求更高機能化、更精簡化、更輕薄化以帶給人們更舒適的生活,在努力實現此目標的過程中,掌握了全球市場佔有率70%的DISCO是個不可獲缺的重要角色。

出自104 公司簡介,
https://www.104.com.tw/jobbank/custjob/index.php?r=cust&j=626042264c46402256583a1d1d1d1d5f2443a363189j50

有趣地管理風格,  

可惜每天量太少只有360股左右


[ 本帖最後由 白Sir 於 2018-10-14 20:23 編輯 ]
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mikeon88
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Rank: 9Rank: 9Rank: 9


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118.169.168.35
發表於 2018-10-14 20:29  資料 主頁 文集 私人訊息 
IC產業波動很大,約3年一個循環,
DRAM價格是指標,今年初大跌即預示景氣反轉。
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sywang33
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UID 67474
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註冊 2017-3-27
用戶註冊天數 2579
用戶失蹤天數 441
來自 台北

114.34.34.138
發表於 2018-10-14 21:25  資料 私人訊息 
IC產品(設計) 波動是很大, IC設計也常常是一代拳王 .

半導體設備 在IC族群中 波動比較小的..

[ 本帖最後由 sywang33 於 2018-10-14 21:30 編輯 ]
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kaka
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註冊 2014-5-7
用戶註冊天數 3634
用戶失蹤天數 1741

140.114.74.23
發表於 2018-10-20 14:39  資料 私人訊息 
DISCO Corporation (株式会社ЫュЗヵ Kabushiki-gaisha Disuko)  (日股 6146) (機械設備)

https://www.disco.co.jp/cn_t/products/index.html


https://en.wikipedia.org/wiki/Disco_Corporation

DISCO Corporation (株式会社ЫュЗヵ Kabushiki-gaisha Disuko) is a Japanese precision toolsmaker, especially for the semiconductor production industry.The company makes dicing saws and laser saws to cut semiconductor silicon wafers and other materials; grinders to process silicon and compound semiconductor wafers to ultra-thin levels; polishing machines to remove the grinding damage layer from the wafer back-side and to increase chip strength.[2]



DISCO CorporationNative name
Type
Traded asISINIndustryFoundedFounderHeadquartersArea served
Key people
ProductsRevenueNet income
Number of employees
Website
株式会社ЫュЗヵ
Public KK
TYO: 6146
JP3548600000
Semiconductor
May 5, 1937; 81 years ago in Kure city, Hiroshima as Dai-Ichi Seitosho Company
Mitsuo Sekiya
Omori-Kita, Ōta, Tokyo 162-8557, Japan
Worldwide
Hitoshi Mizorogi
(Chairman of the Board)
Kazuma Sekiya
(President and CEO)

JPY 134.2 billion (FY 2016)
(US$ 1.2 billion) (FY 2016)
JPY 24.2 billion (FY 2016)
(US$ 223 million) (FY 2016)
4,161 (as of March 31, 2017)
Official website
Footnotes / references
[1][2]


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kaka
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UID 6717
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140.114.74.23
發表於 2018-10-20 15:02  資料 私人訊息 
ULVAC 日本真空技術集團 (日股 6728) (半導體設備)


https://www.ulvac.co.jp/products_e/equipment

http://www.ulvac.com.tw/about.asp?m=2&id=1

http://www.ulvac.com.tw/product.asp?m=3

日本真空技術集團著眼於台灣為世界之高科技產業製造重地,於1981年於台灣成立台灣日真股份有限公司(ULVAC TAIWAN Co.,Ltd),受惠於台灣多樣化產業的投資與快速成長,在全體同仁的努力下,在近年躍昇為日本真空技術集團全球的最重要據點之一。台灣日真於2002年1月正式更名為優貝克科技股份有限公司(ULVAC TAIWAN INC.)以提供全方位的解決方案為目標,全面提昇客戶滿意度。此外為加強服務品質及擴展台灣服務版圖更於2005年12月因應政府設備國產化的政策考量於南部科學工業園區設立大型設備製造工廠,以提供更完備的客戶服務。

  現優貝克科技結合母公司日本真空技術集團之技術開發,在半導體、顯示器、LED、太陽能電池等主要領域引進最尖端的技術及最先進的設備,期許能為台灣高科技產業的發展盡一份心力。

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kaka
同學




UID 6717
精華 0
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帖子 6266
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註冊 2014-5-7
用戶註冊天數 3634
用戶失蹤天數 1741

140.114.74.23
發表於 2018-10-20 15:12  資料 私人訊息 
SCREEN Holdings Co.,Ltd. ( 日股 7735 ) (半導體設備,液晶設備,醫療設備)

https://www.screen.co.jp/eng/newbusiness/index.html



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kaka
同學




UID 6717
精華 0
積分 0
帖子 6266
閱讀權限 99
註冊 2014-5-7
用戶註冊天數 3634
用戶失蹤天數 1741

42.73.70.99
發表於 2018-11-4 17:11  資料 私人訊息 
半導體製造設備才是美國及其盟國的強項
  
美國透過半導體製造設備……吃定中國

中國如果不想在半導體製造受制於美國

勢必在未來要突破在半導體製造設備的自製技術障礙

本版討論的股票明牌確實是非常厲害……
……………………………………………………………………………………………………

晉華「突然死亡」 生產全停擺 美方下個目標浮出
文章分類: 時政
更新時間: 2018-11-03 17:43 [紐約時間]

http://www.ntdtv.com/xtr/b5/2018/11/04/a1397977.html

有陸媒引述來自「供應鏈」的消息稱,從福建晉華撤離的美國合作企業,包括半導體設備商Applied Materials 、 Lam Research 和 Axcelis,其他與晉華公司有合作關係的美國的設備材料供應商還有 KLA-Tencor 、 Gatan 、 ECI Technology 、 Bruker 、 Engegris 等公司。



Applied Materials 、 Lam Research 和 KLA-Tencor 已在上面有說明


Axcelis Technologies
https://en.m.wikipedia.org/wiki/Axcelis_Technologies


GATAN
http://www.gatan.com/
http://www.gatan.com/research-areashttp://www.gatan.com/products
http://www.jiedong.com.tw/brand-view.php?brand_id=2

Thermo Fisher to Buy Gatan, Boost Electron Microscopy Suite
https://www.nasdaq.com/article/thermo-fisher-to-buy-gatan-boost-electron-microscopy-suite-cm985480


ECI Technology
http://www.ecitechnology.com/about

Bruker
https://en.m.wikipedia.org/wiki/Bruker


Entegris

https://m.104.com.tw/cust/ay2k6eo


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