Semiconductor equipment stocks climbed following SanDisk's 2026 Investor Day, where it projected mid-to-high teens revenue growth and strong margins through 2030, signaling sustained memory capital spending. SanDisk's contracts with major customers and advancements in NAND technology underpin this outlook, boosting confidence in wafer starts and equipment demand. Lam Research, Applied Materials, and Camtek also saw gains, benefiting from exposure to NAND, advanced packaging, and AI accelerator demand. Applied Materials' upcoming earnings report will be closely watched for further validation of the memory supercycle thesis.
Lam Research announced a $3 billion investment over the next five years to expand its global R&D lab network, aiming to increase experiment capacity by over 50%. This expansion supports faster product development cycles and innovation in semiconducto...
Jim Cramer's CNBC call highlights the top five semiconductor companies driving AI-related growth. NVIDIA tops the list with 85% revenue growth and strong margins, projecting $91 billion revenue next quarter and an $80 billion buyback. AMD follows wit...
Lam Research and NY Creates have launched a collaboration to train around 3,500 engineering students in semiconductor process integration over five years using Lam's SEMulator3D virtual fabrication software. This program addresses the semiconductor i...
SpaceX's new Terrafab facility threatens the memory chip dominance of Micron, SK Hynix, and Samsung, raising questions for semiconductor investors. While Micron shows rapid growth, its stock is highly volatile and cyclical, posing risks for retiremen...
ASML shares dropped over 7% after reports that a Chinese firm began mass-producing DUV lithography tools, raising concerns about competition and U.S. export restrictions. Despite this, ASML posted strong Q2 results with 21.25% revenue growth and rais...
