Lam Research is a leading provider of equipment and services used in the semiconductor manufacturing process. The company specializes in designing and developing advanced technologies that enable the fabrication of integrated circuits, which are essential components in a wide range of electronic devices. Lam Research’s innovative solutions focus on achieving high productivity, improved performance, and efficiency for semiconductor manufacturers. By offering advanced etch, deposition, and cleaning systems, Lam Research plays a crucial role in enabling the production of smaller, faster, and more energy-efficient chips that power modern technology. Read More
Veldhoven, Netherlands – October 16, 2025 – ASML Holding N.V. (AMS: ASML), the Dutch giant and sole manufacturer of advanced Extreme Ultraviolet (EUV) lithography systems, has seen its stock climb significantly this week, driven by a stellar third-quarter earnings report, unprecedented demand for its cutting-edge technology, and an optimistic outlook fueled by the insatiable appetite [...]
The artificial intelligence (AI) boom has ignited an unprecedented surge in demand for High-Performance Computing (HPC) chips, fundamentally reshaping the semiconductor industry and driving a new era of technological innovation. This insatiable appetite for computational power, propelled by the increasing complexity of AI models, particularly large language models (LLMs) and generative AI, is rapidly transforming [...]
The intricate global semiconductor supply chain, the bedrock of the modern digital economy, is undergoing a profound transformation. A fresh look at this critical ecosystem reveals a highly specialized and geographically concentrated distribution of power: the United States leads unequivocally in chip design and the indispensable Electronic Design Automation (EDA) tools, while Europe, particularly the [...]
As the Q2 earnings season wraps, let’s dig into this quarter’s best and worst performers in the semiconductor manufacturing industry, including Amkor (NASDAQ:AMKR) and its peers.
ASML (AMS: ASML) officially announced its third-quarter 2025 financial results today, October 15, 2025, revealing a robust performance that largely aligned with the company's own guidance. While net sales of €7.5 billion were slightly below some analyst expectations, the company's net income of €2.1 billion, translating to an
In the relentless march of artificial intelligence, a fundamental truth underpins every groundbreaking advancement: the performance of AI is inextricably linked to the prowess of the semiconductors that power it. As AI models grow exponentially in complexity and capability, the demand for ever more powerful, efficient, and specialized processing units has ignited an "AI Supercycle" [...]
Shares of semiconductor equipment maker Lam Research (NASDAQ:LRCX)
jumped 2.7% in the afternoon session after the broader semiconductor sector rallied as Dutch chipmaking equipment giant ASML Holding reported stronger-than-expected orders, boosting investor confidence.
Central Islip, NY – October 15, 2025 – CVD Equipment Corporation (NASDAQ: CVV) witnessed a significant surge in its stock price today, jumping 7.6% in premarket trading, following yesterday's announcement of a crucial order for its advanced semiconductor systems. The company secured a deal to supply two PVT150 Physical Vapor Transport Systems to Stony Brook [...]
Let's have a look at what is happening on the US markets before the opening bell on Wednesday. Below you can find the top S&P500 gainers and losers in today's pre-market session.
Recent filings reveal a flurry of insider selling activities across diverse sectors, drawing investor attention to transactions at major players like Lam Research (NASDAQ: LRCX), the innovative Serina Therapeutics (NASDAQ: SER), emerging firm Innventure (NASDAQ: INV), and the established Smiths Group (LON: SMIN). These divestments, ranging from routine tax-related sales
San Francisco, CA – October 13, 2025 – The global technology and semiconductor sectors are experiencing an unprecedented surge, driven by the relentless march of Artificial Intelligence (AI). This "AI Supercycle" is fundamentally reshaping the industry, creating an insatiable demand for advanced computing power and propelling chip shares to new heights. Recent
Shares of semiconductor equipment maker Lam Research (NASDAQ:LRCX)
jumped 4.8% in the afternoon session after the company announced a breakthrough in advanced chip-making technology and received positive updates from analysts. The key development was a new etch technology, a vital step in making chips, designed for advanced packaging crucial for AI and 3D chip designs. This new method helps address issues with wafers warping during production. Following this news, Stifel raised its price target on the stock from $115.00 to $135.00, pointing to growth in memory markets. Similarly, Needham increased its price target from $115 to $150. The positive sentiment was part of a broader trend, as other chip companies like Taiwan Semiconductor Manufacturing also saw their shares rise.
October 10, 2025 – The U.S. stock market experienced a significant downturn today, fueled by a sharp escalation in US-China trade tensions. Former President Donald Trump's threats of "massive" new tariffs on Chinese products, coupled with China's retaliatory measures, sent shockwaves across global markets, triggering a broad sell-off. Amidst this
October 10, 2025 - The financial markets closed today in a state of heightened anxiety, as a fresh wave of US-China tariff threats triggered a broad market sell-off, with the tech-heavy Nasdaq Composite leading the downturn. At the epicenter of this geopolitical storm was NVIDIA (NASDAQ: NVDA), whose shares experienced
China Intensifies AI Chip Crackdown: A New Era of Tech Self-Reliance and Geopolitical Division In a significant escalation of its strategic pursuit for technological sovereignty, China has dramatically tightened its chip import checks and expanded its crackdown on advanced AI chips, particularly those from leading U.S. manufacturer Nvidia (NASDAQ: NVDA). These recent developments, unfolding around [...]
A number of stocks fell in the afternoon session after President Donald Trump threatened to impose 'massive' new tariffs on Chinese goods, a response to Beijing's decision to tighten export controls on rare earth metals.
Lam didn't report much new news, but the stock rallied as its customers, as well as its customers' customers, gave highly bullish forecasts for AI spending.
