Lam Research and Applied Materials Shares Skyrocket, What You Need To Know - TradingView

The recent surge in shares of semiconductor equipment manufacturers Lam Research and Applied Materials follows President Trump's cancellation of planned military strikes on Iran, signaling a potential... Read original →

The pause in U.S. military action against Iran has eased Strait of Hormuz shipping risks and lowered energy costs and Treasury yields—creating a favorable financing backdrop for capital-intensive semiconductor equipment makers. Lam Research and Applied Materials, as critical enablers of advanced nodes, benefit directly from surging AI chip capacity expansions. Technologically, geopolitical de-escalation accelerates global deployment of EUV and atomic layer deposition tools, especially in wafer fabs across Taiwan, China; South Korea; and the U.S. However, renewed Middle East volatility would force costly supply chain redundancies. Competitors like ASML or Tokyo Electron may intensify mature-node penetration to counter U.S. dominance in leading-edge segments. Over the next 12–24 months, AI-driven capex will shift from training to inference chips, sustaining demand for etch and deposition systems—but ‘pulse-like’ geopolitical shocks will become a recurring valuation disruptor.