半导体设备股全线上涨，Aehr Test Systems涨超13%，科磊涨超9%，应用材料涨超8%，泛林集团、艾马克技术涨超7%，泰瑞达涨超5%，阿斯麦涨超3%。 消息面上，应用材料CEO Gary Dickerson透露，芯片制造商如今已将设备需求预测延伸至两年乃至更长时间，部分客户的规划视野甚至延伸至2030年。他认为，这种超前规划为应用材料等设备厂商提供了足够的信心，使其能够有序扩大生产能力，而无需再像以往那样因半导体周期的不确定性而频繁调整节奏。(格隆汇)
半导体设备股全线上涨，Aehr Test Systems涨超13%，科磊涨超9%，应用材料涨超8%，泛林集团、艾马克技术涨超7%，泰瑞达涨超5%，阿斯麦涨超3%。 消息面上，应用材料CEO Gary Dickerson透露，芯片制造商如今已将设备需求预测延伸至两年乃至更长时间，部分客户的规划视野甚至延伸至2030年。他认为，这种超前规划为应用材料等设备厂商提供了足够的信心，使其能够有序扩大生产能力，而无需再像以往那样因半导体周期的不确定性而频繁调整节奏。(格隆汇)
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