ENTITY
Lasertec Corp

Lasertec Corp (6920 JP)

263
Analysis
Information TechnologyJapan
Lasertec Corporation develops, designs, manufactures and markets photomask inspection systems to make semiconductor devices, confocal scanning laser microscopes and liquid crystal display (LCD) inspection systems.
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06 Jan 2025 07:31

Japan Morning Connection: AI Winners Leading Higher to Start the Year

​MSFT's announced AI investment should buoy tech, potential for previously China SPE as they diversify, US stocks pointing to big momentum plays .

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11 Dec 2024 08:00

Asian Equities: Twenty Inexpensive Consistent Compounders

​Finding consistent compounders with steady earnings growth and excess returns is challenging, especially those that are reasonably valued. We...

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bearishASML Holding NV
03 Dec 2024 11:07

US Restriction on Semi Export to China Negative for All Equipment Makers, Naura, AMEC, ASML, TEL

​New restrictions on equipment sales and Entity List additions impact semiconductor industry players, with mostly negative implications as SPE...

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03 Dec 2024 07:27

Japan Morning Connection: Brief Respite for SPE Before Trump Likely Ratchets Higher from Jan

​US semi-cap names continue to jump on looser restrictions. Uncertainty up with Gelsinger out, but minimal impact expected on JP suppliers. See...

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19 Nov 2024 07:27

Japan Morning Connection: JP Set for a More Upbeat Start After Tech Rebound

​Nidec may be in focus on a lifeline for SMCI and NVDA's heating issues, Tesla and power-semis up on self-driving support, no bid for JP SPE's and...

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