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FINWIRES

奧本海默公司稱,Onto Innovation收購Rigaku將提升其在半導體製程控制領域的地位。

-- 奧本海默週一發布的一份報告指出,Onto Innovation (ONTO) 收購 X 射線硬體公司 Rigaku 27% 的股份,將增強其在下一代半導體製程控制領域的競爭優勢。 分析師表示,該公司預計 X 射線計量技術將變得更加重要,將其軟體與 Rigaku 的硬體結合,將使其能夠在計量領域完全成熟之前佔據核心地位。 報告稱,Onto 對 Rigaku 的投資價值約 7.1 億美元,預計將在 2026 年底前實現財務成長,並使 Onto 在 Rigaku 董事會中獲得一個席位,以實現戰略協同。 分析師表示,先進的 V-NAND 和 DRAM 客戶已經開始採用這些整合系統,其他邏輯和記憶體製造商也對此表現出越來越濃厚的興趣。 奧本海默重申了對該股的「跑贏大盤」評級,目標價為 350 美元。

Price: $291.76, Change: $-3.33, Percent Change: -1.13%

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