Steve Eisman recommends investing in chip suppliers like Micron, SK Hynix, ASML, KLA, Lam Research, and Applied Materials rather than chip designers amid the AI arms race. These suppliers have outperformed Nvidia in 2026, benefiting from strong AI-driven demand and capacity expansions. Eisman cautions that the AI ecosystem heavily depends on Anthropic and OpenAI's success, warning of a potential market correction if OpenAI fails. Key players like ASML lead due to their EUV lithography monopoly, while Applied Materials shows strong growth and guidance, highlighting the importance of upstream suppliers in the AI chip supply chain.
As of Sep 18, 2026 21:51 WIB, chip suppliers favored by Steve Eisman show strong buying interest on Pluang, with Lam Research up 4.48% at USD 281.38 and Applied Materials rising 3.28% to USD 431.10. ASML, noted for its EUV lithography monopoly, trades at USD 1,645.00 with a 0.94% gain. Micron, despite Eisman's buy call, sees 67% sell orders on Pluang and trades at USD 996.30, up 1.92%. The most notable move is Lam Research's 4.48% increase, reflecting robust demand for upstream chip suppliers in the AI sector.
ASML reported a strong quarter with soaring revenue and raised guidance, dominating advanced chip lithography with its High NA EUV tools. Meanwhile, Canon and Nikon are pursuing alternative lithography methods—nanoimprint and DUV—that target less adv...
ASML's $400 million lithography machine is essential for making advanced AI chips but cannot print the largest chip designs in a single exposure, forcing costly multi-step stitching processes. A fix involving larger photomasks is planned but won't be...
ASML's stock fell over 14% recently, yet it remains a strong buy due to its monopoly on EUV lithography machines essential for advanced chip manufacturing. The company reported a 21.3% revenue increase in Q2 2026 and raised its full-year guidance, su...
Lam Research and Applied Materials both posted strong quarterly results driven by AI-related semiconductor investments. Lam Research's focus on advanced etch technology closely aligns with ASML's high-margin EUV systems, making it a more direct benef...
Chip equipment stocks including Applied Materials, Lam Research, and ASML dropped 5-6% following calls from AI leaders to slow AI model progress. This raised concerns that AI-driven capital spending on semiconductor fabrication equipment may slow dow...
