Applied Materials' expanding HBM, NAND and advanced packaging tools contrast with ASML Holding's EUV-led shift in ...
Several brokerages have just upgraded KLA (KLAC) after pointing to strong demand for foundry-led wafer fabrication equipment ...
KLA Corp. (KLAC) was in focus on Wednesday as Bernstein started coverage on the semiconductor equipment maker with an ...
Artificial intelligence infrastructure investments are forecasted to drive 8% annualized growth for the Wafer Fabrication Equipment market over the next five years. AI drives our above-consensus WFE ...
KLA Corp. ( KLAC) shares rose nearly 3% in premarket trading on Tuesday after TD Cowen upgraded the semiconductor equipment ...
Lam Research Corporation is a leading supplier of wafer fabrication equipment and services to the global semiconductor industry. The company leverages a robust portfolio of advanced process solutions, ...
When classic 2D scaling dominated, the industry’s center of gravity was disinflationary: Chip average selling prices (ASPs) trended lower, and wafer fab equipment (WFE) growth was intermittent. In ...
Applied Materials’ AMAT latest wafer fabrication equipment (WFE) is experiencing increased demand due to rising usage of semiconductors in artificial intelligence and high performance computing (HPC).
Wells Fargo upgrades KLA & Lam to Overweight on accelerating wafer fab equipment demand, boosts price targets; see key ...
Lam Research Corporation (NASDAQ:LRCX) is one of the high-growth semiconductor stocks that are profitable in 2025. On September 30, analysts at HSBC initiated coverage of the stock with a “Hold” ...
Lam Research Corporation (NASDAQ:LRCX) is one of the most profitable tech stocks to buy. On December 2, Morgan Stanley analyst Shane Brett raised the firm’s price target on Lam Research to $158 from ...
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