Shares of chip-equipment companies like Lam Research, Applied Materials, and KLA have recently declined due to investor worries about the sustainability of the artificial intelligence spending boom. Citi analysts warn that this downturn could be just the beginning of a more significant drop for these stocks. The market's reaction reflects broader uncertainty about how long AI-driven demand will support these semiconductor equipment makers. Investors should be cautious as the sector may experience increased volatility ahead.
Among chip-equipment stocks, Applied Materials leads with a market cap of $298.06 billion on Pluang as of Oct 23, 2026 22:22 WIB, while Lam Research and KLA follow with $288.02 billion and $192.92 billion respectively. Despite recent concerns, Applied Materials saw a 1.34% gain in price over the last day, contrasting with a slight 0.01% dip for KLA and a flat 0.04% rise for Lam Research. Pluang data shows mixed investor sentiment, with KLA notably having 98% buy orders, suggesting some confidence in its shares amid the sector's volatility.
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