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 beneficiary of ASML's growth in next-generation chip manufacturing. Applied Materials offers a broader product range, providing diversification but less direct correlation with ASML's EUV cycle. Looking ahead, Lam sees a $40 billion NAND upgrade opportunity by 2027, while Applied plans to double system output by 2028. Investors seeking tight exposure to ASML's EUV-driven growth may prefer Lam, while those wanting a diversified, defensive play might lean toward Applied.
Lam Research trades at USD 279.25, up 2.11%, while Applied Materials is at USD 432.01, up 1.84% as of Sep 15, 2026 18:13 WIB. ASML shares rose 3.18% to USD 1,625.24 on Pluang. Lam Research's closer link to ASML's EUV tech aligns with its solid market cap of $342.22B, compared to Applied's $336.65B, reflecting investor interest in semiconductor growth themes.
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...
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...
