Semiconductor News & Analysis Feed

Chip equipment stocks are experiencing a notable selloff, with Applied Materials down 4%, and Lam Research and Teradyne each dropping 5%. Despite significant year-to-date gains, investor sentiment is turning cautious amid growing concerns over the sustainability of AI infrastructure capital expendit

Following strong financial results from Taiwan Semiconductor Manufacturing Company (TSMC), global chip equipment stocks experienced a notable surge. TSMC reported a 44.7% year-over-year revenue increase in July 2026, reaching approximately $14.51 billion, with cumulative January-July 2026 revenue to