Colin, a US chip equipment business, mentioned tax damage, and fell 5% after the market

Lam Research Corp., a U.S. semiconductor etching process equipment supplier, announced its fourth quarter of the 2025 conference year (ends on June 29, 2025) financial report: quarterly increase of 9.6% to US$5.17 billion, and gross profit margin increased by 130 base points to 50.3% in accordance with the general public policy (Non-GAAP), and the non-GAAP dilute earnings per share increased by 27.9% to US$1.33.

(Source: Colin Research and Development)

Colin R&D's fourth quarter Non-GAAP profit per share was better than the Zacks market consensus value ($1.20), with revenue analyst expectations of 3.64%.

Colin Research and Development estimates that the quarter (ends as of September 28, 2025) will reach US$5.2 billion (with a decrease of US$3.0 billion), Non-GAAP gross profit margin is 50% (with a decrease of 1 percentage point), and Non-GAAP dilute profit margin per share is about US$1.20 (with a decrease of US$0.10).

Yahoo Finance website shows that analysts expect Colin R&D to earn $4.66 billion and $1.00 each for the first quarter of its revenue, Non-GAAP dilute earnings per share.

Colin Research and Development pointed out on the 30th that China, South Korea, Taiwan, Japan, the United States, Southeast Asia and Europe accounted for 35%, 22%, 19%, 14%, 6%, 2% and 2% of the fourth quarter's revenue.

As a comparison, China, South Korea, Taiwan, Japan, the United States, Southeast Asia and Europe accounted for 31%, 24%, 24%, 10%, 4%, 4% and 3% of the third quarter revenue respectively.

Based on the projection released on the 30th, Colin Research and Development raised the estimated valuation of the investment amount of crystal factory equipment (WFE) in 2025 (January-December) from US$100 billion to US$105 billion.

According to

Investing.com, Doug Bittinger, the head of Colin Research and Development, said at the financial report conference on the 30th that the 2026 conference year's Non-GAAP gross profit margin estimate will drop to the market consensus value (48%) due to tax ratings.

Colin R&D rose 0.15% on the 30th and closed at US$99.09, up 37.19% so far, and fell 4.99% to US$94.15 after the market.