Semiconductor News & Analysis Feed
17 articles
2026-08-21
uk.finance.yahoo.com
2026-08-21
2026-07-28
news.google.com
2026-07-28
2026-07-23
www.benzinga.com
2026-07-23
BofA recommends three semiconductor stocks following a recent market selloff, with Lam Research and Applied Materials highlighted as key picks. These companies represent leading positions in semiconductor equipment manufacturing, demonstrating resilience during market corrections. The analysis empha
2026-07-15
www.tradingview.com
2026-07-15
2026-07-15
finance.yahoo.com
2026-07-15
2026-07-13
news.google.com
2026-07-13
2026-07-02
www.moomoo.com
2026-07-02
2026-07-01
www.theglobeandmail.com
2026-07-01
This article examines the investment prospects of two major players in the semiconductor equipment industry: ASML and Lam Research. ASML dominates extreme ultraviolet (EUV) lithography technology, while Lam Research focuses on wafer fabrication equipment and services. Both companies are crucial to A
2026-06-30
finance.yahoo.com
2026-06-30
In the context of sustained growth in the semiconductor industry, ASML and Lam Research stand as key players in the equipment market, each holding distinct positions within the supply chain. ASML's dominance in extreme ultraviolet (EUV) lithography places it at the core of the demand for advanced se
2026-06-30
www.zacks.com
2026-06-30
This article analyzes two major players in the semiconductor industry—ASML and Lam Research—to determine which stock holds greater upside potential. ASML, a global leader in extreme ultraviolet (EUV) lithography, benefits from strong demand in AI and high-performance computing (HPC), with its broad
2026-06-18
www.theglobeandmail.com
2026-06-18
This article provides an in-depth analysis of the investment value of Texas Instruments (TXN) and Lam Research (LRCX), two major players in the semiconductor industry. Texas Instruments, a leader in analog and embedded chips, serves diverse applications across industrial, automotive, and data center
2026-06-18
sg.finance.yahoo.com
2026-06-18
In the context of ongoing semiconductor industry recovery in 2026, Texas Instruments (TXN) and Lam Research (LRCX) represent distinct yet vital segments within the supply chain. While TXN focuses on analog and embedded chips used across industrial, automotive, and data center applications, LRCX prov
2026-06-18
www.tradingview.com
2026-06-18
This article provides an in-depth analysis of the investment potential of Texas Instruments (TXN) and Lam Research (LRCX), two key players in the semiconductor industry. Texas Instruments, a leader in analog and embedded chips, is seeing strong growth in the data center market, where its products ar
2026-06-17
finance.yahoo.com
2026-06-17
Lam Research (LRCX) is positioning advanced packaging as a key growth pillar, projecting over 50% revenue growth in this segment by 2026. This strategic shift aligns with rising demand for AI chips, high bandwidth memory, and chiplet-based architectures, all of which require sophisticated packaging
2026-06-13
finance.yahoo.com
2026-06-13
As the Q1 earnings season draws to a close, semiconductor manufacturing stocks have delivered strong results, with several companies exceeding analyst expectations. Lam Research (NASDAQ:LRCX) reported record revenue and EPS, driven by AI-driven demand reshaping the industry. The company's revenue ro
2026-06-05
news.google.com
2026-06-05
2026-05-20
www.tradingview.com
2026-05-20