Chip equipment stocks, led by Lam Research's 5% rise, outperformed the broader semiconductor sector on Friday. Applied Materials and KLA Corp. also gained 4% and 3%, respectively, as investors focused on the tools layer, which reflects future chipmakers' capital spending rather than current chip demand. This move suggests a potential shift in market pricing for semiconductor equipment, though it may also be a rebound after recent selling. Investors should watch if this trend continues or if the broader semiconductor fund joins the rally next week.
As of Sep 19, 2026 00:12 WIB, Lam Research (LRCX) trades at USD 283.03, up 5.09%, yet still well below its 52-week high of USD 433.33. Applied Materials (AMAT) is priced higher at USD 435.42 with a 4.32% gain but remains far from its 52-week peak of USD 723.00. KLA Corp. (KLAC) follows with a USD 174.31 price and a 3.15% increase, also distant from its 52-week high of USD 301.71. These figures highlight that despite recent gains, these chip equipment stocks have room to grow compared to their yearly highs on Pluang.
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