Semiconductor News & Analysis Feed
34 articles
2026-07-03
www.tradingview.com
2026-07-03
TradingView
2026-07-02
www.moomoo.com
2026-07-02
Moomoo
2026-06-24
www.tradingview.com
2026-06-24
TradingView
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Stock Story
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Lam Research, Qualcomm, and Western Digital Stocks Trade Down, What You Need To Know
Lam Research, Qualcomm, and Western Digital Stocks Trade Down, What You Need To Know
3 min read
LRCX
−9.33%
QCOM
−8.01%
WDC
−8.45%
What Happened?
A number of stocks fell in the afternoon session after a report that South Korea's SK Hynix is slowing its high-bandwidth memory (HBM) expansion r
2026-06-19
finance.yahoo.com
2026-06-19
Yahoo Finance
Allegro MicroSystems, Lam Research, and Applied Materials Shares Are Soaring, What You Need To Know
Petr Huřťák
Thu, June 18, 2026 at 11:53 AM PDT 3 min read
INTC
+3.16%
AAPL
+0.92%
MU
+3.92%
CL=F
-3.26%
ALGM
+2.37%
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Trading disclosure
What Happened?
A number of stocks jumped in the afternoon session after President Trump announced Apple had agreed to design and manufact
2026-06-19
stockstory.org
2026-06-19
StockStory
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2026-06-19
www.tradingview.com
2026-06-19
TradingView
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Stock Story
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Allegro MicroSystems, Lam Research, and Applied Materials Shares Are Soaring, What You Need To Know
Allegro MicroSystems, Lam Research, and Applied Materials Shares Are Soaring, What You Need To Know
2 min read
ALGM
+3.03%
LRCX
+1.89%
AMAT
+1.82%
What Happened?
A number of stocks jumped in the afternoon session after President Trump announced Apple had agreed to design and m
2026-06-17
digitimes.com
2026-06-17
Powerchip Semiconductor Manufacturing (PSMC) announced on June 16 that, effective from May 22, 2026, it purchased semiconductor production facilities and machinery from Lam Research for use in wafer production, in a transaction totaling NT$1.04 billion (approx. US$32.94 million). The move comes as the company steps up investment in equipment and new technologies to seize artificial intelligence (A
2026-06-17
finance.yahoo.com
2026-06-17
Yahoo Finance
Lam Research (LRCX) Is Betting On Advanced Packaging For 50% Growth In 2026
Bailey Pemberton
Tue, June 16, 2026 at 1:09 PM PDT 4 min read
LRCX
-5.03%
AMAT
-3.00%
KLAC
-7.44%
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Make better investment decisions with Simply Wall St's easy, visual tools that give you a competitive edge.
Lam Research is highlighting its advanced packaging business as a key
2026-06-17
stockstory.org
2026-06-17
StockStory
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2026-06-17
www.msn.com
2026-06-17
MSN
What Happened?
A number of stocks fell in the afternoon session after chip stocks sold off in a session that laid bare the structural tension building beneath the sector's recent rally.
Bank of America's fund manager survey, released in the morning, showed that 80% of respondents viewed semiconductors as the most crowded trade, the highest reading in the survey's history. When that many professi
2026-06-17
www.theglobeandmail.com
2026-06-17
The Globe and Mail
A number of stocks fell in the afternoon session after chip stocks sold off in a session that laid bare the structural tension building beneath the sector's recent rally.
Bank of America's fund manager survey, released in the morning, showed that 80% of respondents viewed semiconductors as the most crowded trade, the highest reading in the survey's history. When that many professional investors
2026-06-16
www.theglobeandmail.com
2026-06-16
The Globe and Mail
Lam Research Corporation’s LRCX advanced packaging business is emerging as an important growth driver. With artificial intelligence (AI) driving major changes in chip design, this business could become a meaningful catalyst for future growth.
Unlike traditional semiconductor manufacturing, AI chips require advanced packaging techniques to connect multiple processors and memory components in a com
2026-06-16
www.theglobeandmail.com
2026-06-16
The Globe and Mail
Lam Research Corporation’s LRCX advanced packaging business is emerging as an important growth driver. With artificial intelligence (AI) driving major changes in chip design, this business could become a meaningful catalyst for future growth.
Unlike traditional semiconductor manufacturing, AI chips require advanced packaging techniques to connect multiple processors and memory components in a com
2026-06-16
www.tradingview.com
2026-06-16
TradingView
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Lam Research Expects Packaging Growth of 50%: Is It a Hidden Catalyst?
Lam Research Expects Packaging Growth of 50%: Is It a Hidden Catalyst?
3 min read
LRCX
−5.03%
Lam Research Corporation’s LRCX advanced packaging business is emerging as an important growth driver. With artificial intelligence (AI) driving major changes in chip design, this business could become a meaningful cata
2026-06-16
www.ad-hoc-news.de
2026-06-16
AD HOC NEWS
Lam Research, US5128071082
AI wafer demand lifts Lam Research’s Sense.i platform into the spotlight
16.06.2026 - 10:44:18 | ad-hoc-news.de
Lam Research’s Sense.i etch platform is emerging as one of the key workhorses for high-aspect-ratio 3D NAND and advanced logic, as chipmakers ramp AI data center capacity and high-bandwidth memory. The modular system targets lower cost per wafer and tighter pr
2026-06-13
finance.yahoo.com
2026-06-13
Yahoo Finance
Lam Research and Applied Materials Shares Skyrocket, What You Need To Know
Kayode Omotosho
Fri, June 12, 2026 at 5:05 PM PDT 2 min read
LRCX
+1.18%
INTC
+6.51%
AMAT
+2.64%
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Trading disclosure
Lam Research and Applied Materials Shares Skyrocket, What You Need To Know
What Happened?
A number of stocks jumped in the afternoon session after President Trump canceled planned m
2026-06-13
stockstory.org
2026-06-13
StockStory
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2026-06-13
www.tradingview.com
2026-06-13
TradingView
News
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Stock Story
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Lam Research and Applied Materials Shares Skyrocket, What You Need To Know
Lam Research and Applied Materials Shares Skyrocket, What You Need To Know
2 min read
LRCX
+1.18%
AMAT
+2.64%
What Happened?
A number of stocks jumped in the afternoon session after President Trump canceled planned military strikes on Iran and signaled a peace deal could be signed over the weekend.
I
2026-06-13
finance.yahoo.com
2026-06-13
Yahoo Finance
Q1 Earnings Outperformers: Lam Research (NASDAQ:LRCX) And The Rest Of The Semiconductor Manufacturing Stocks
Q1 Earnings Outperformers: Lam Research (NASDAQ:LRCX) And The Rest Of The Semiconductor Manufacturing Stocks
Kayode Omotosho
Fri, June 12, 2026 at 11:45 AM PDT 4 min read
LRCX
+1.18%
Trade LRCX on Coinbase
Trading disclosure
As the craze of earnings season draws to a close, here’s a look b
2026-06-10
www.msn.com
2026-06-10
MSN
KLA Corp. (KLAC), Lam Research (LRCX), Applied Materials (AMAT), and ASML (ASML) were in focus on Wednesday as Cantor Fitzgerald upped its price targets on the aforementioned chip equipment makers, citing continued strong spending.
“We tweak our CY26 [wafer fab equipment] estimate to $145B (or ~32% growth Y/Y) from $140B, with upside likely capped in the $150B territory as a result of lack of cle