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 industry's talent shortage by providing hands-on virtual training without the need for costly physical fabrication facilities. The initiative will expand semiconductor curricula across colleges and universities in the Northeast, aligning with regional workforce goals and supporting advanced chip manufacturing education. This effort aims to strengthen the semiconductor talent pipeline and prepare students for careers in advanced manufacturing technologies.
SCHD and JEPI ETFs serve different income strategies: SCHD focuses on steady, growing dividends from strong company cash flows, ideal for long-term compounding and taxable accounts. JEPI provides higher monthly income by selling options, generating f...
BlackRock runs two similar tech funds: BST, a perpetual fund with a 5.9% yield trading near NAV, and BSTZ, a term trust with a 6.2% yield trading at a 6.2% discount. BSTZ, which will dissolve around June 2031, offers a structural advantage by potenti...
Applied Materials CEO Gary Dickerson revealed at a Goldman conference that the company has multi-year order books from customers driven by AI chip demand, expecting nearly 40% growth in 2026 and strong growth in 2027. The company supplies essential s...
Global wafer-fabrication-equipment spending is expected to rise 16.9% to $135.2 billion in 2026, driven mainly by increased demand for memory chips like DRAM and NAND due to AI growth. Lam Research leads with the strongest exposure to memory equipmen...
Lam Research's stock surged following a price target increase by Berenberg Bank, signaling a 31% potential gain. The company reported record Q4 2026 revenues of $6.72 billion and a 38.4% operating margin, driven by high demand for AI chips and high-b...
