#semiconductor-equipment

[ follow ]
#asml #ai-chips #advanced-packaging #ai-infrastructure #kla #earnings-report #lam-research #earnings #margins
Tech industry
from24/7 Wall St.
1 day ago

KLA Corporation Earnings Preview: What to Watch When KLAC Reports Today

KLA's strong AI-driven demand and advanced packaging growth expectations pressure to justify a premium valuation ahead of Q2 fiscal 2026 results.
Business
from24/7 Wall St.
2 days ago

Live Analysis: Will Lam Research Beat Q2 Earnings?

Lam Research must show sustained margins and optimistic guidance in Q2 fiscal 2026 to justify recent stock momentum.
Business
from24/7 Wall St.
3 days ago

Here's Why 1 Analyst Just Hiked This Monopoly's Target to $1,642 Ahead of Earnings

ASML holds a practical monopoly on EUV lithography, making it indispensable to advanced chipmakers and a key supplier for AI-focused semiconductor production.
Business
from24/7 Wall St.
1 week ago

No One's Talking About This AI Chip Stock That Can Easily 5X

ACM Research dominates single-wafer wet-cleaning equipment in China via its local arm, creating a valuation mismatch that could substantially increase U.S. stock value.
#ai-chips
more#ai-chips
Artificial intelligence
from24/7 Wall St.
2 weeks ago

2026's Biggest AI Trends: The Memory Explosion | MU Stock, SNDK Stock, SK Hynix, CAMT Stock

Inference growth and larger-context AI models are driving a surge in demand for high-bandwidth memory and storage, making memory a critical AI infrastructure bottleneck.
Tech industry
from24/7 Wall St.
2 weeks ago

TSMC's $56B AI Bet Just Made These 3 Stocks Millionaire Makers

TSMC's $56 billion AI-capex will drive huge demand for semiconductor-equipment suppliers, particularly ASML and Applied Materials, boosting their revenues and stock value.
from24/7 Wall St.
1 month ago

The Chip Equipment Maker That Quietly Turned $1,000 Into $11,280 in a Decade

The company extended its lead in logic, DRAM, and advanced packaging technologies while competitors struggled to keep pace with rapidly evolving manufacturing requirements. CEO Gary Dickerson has consistently emphasized the company's focus on "the highest value technology inflections in the fastest growing areas of the market." That strategy delivered six consecutive years of growth through fiscal 2025, culminating in record annual revenue of $28.37 billion (up 4% year over year) and non-GAAP EPS of $9.42 (up 9%).
Tech industry
E-Commerce
from24/7 Wall St.
2 months ago

4 Underrated Stocks to Buy and Hold for the Next Decade

Mega-cap AI leaders draw market focus while undervalued e-commerce, fintech, ride-hailing, and semiconductor-equipment companies offer durable, multi-year compounding opportunities.
Silicon Valley
fromwww.mercurynews.com
3 months ago

Applied Materials to cut more than 1,400 jobs after sales slow

Applied Materials will cut 4% of its global workforce—over 1,400 jobs—to boost competitiveness amid a sales slowdown and expanding US export curbs to China.
[ Load more ]