A major semiconductor equipment supplier recorded its strongest daily rally since the financial crisis, driven by elevated capital spending forecasts and strong demand signals from global chipmakers.
- SPTX stock rose 42% on December 10, 2025, its best day since October 2008
- Quarterly orders increased 67% year-over-year, with backlog at $3.8 billion
- Revenue reached $1.52 billion, surpassing analyst estimates of $1.38 billion
- Gross margin rose 45% due to improved production efficiency
- Market cap now stands at $47.6 billion, up from $32.1 billion in November 2025
- Global semiconductor equipment index (SOX) gained 5.7% on the same day
The semiconductor supply chain stock, trading under the ticker symbol SPTX, closed up 42% on December 10, 2025, marking its best performance since October 2008. The surge followed an earnings report revealing a 67% year-over-year increase in orders, with backlog levels reaching $3.8 billion—up from $2.1 billion in the same quarter of the prior year. The company’s leadership cited renewed confidence among foundries and logic chip manufacturers, particularly in Asia and North America, as key drivers. Major clients have announced plans to expand fabrication capacity, with one unnamed logic manufacturer confirming a $2.4 billion investment in a new 3nm semiconductor plant in Taiwan, set to ramp by mid-2026. SPTX’s revenue for the quarter rose to $1.52 billion, exceeding analyst expectations of $1.38 billion. The company also reported a 45% jump in gross margin, attributed to improved yield rates and optimized production scheduling across its global facilities. The stock’s market capitalization now stands at $47.6 billion, up from $32.1 billion just one month prior. Investors reacted swiftly, with institutional buying activity accounting for 68% of total volume. The rally has also lifted broader semiconductor equipment indices, with the SOX index gaining 5.7% on the day. Analysts note that sustained capital expenditure from leading chipmakers could extend the upcycle well into 2026.