Semiconductor News & Analysis Feed
14 articles
2026-09-29
www.quiverquant.com
2026-09-29
2026-09-23
www.theglobeandmail.com
2026-09-23
2026-09-23
www.theglobeandmail.com
2026-09-23
2026-09-22
finance.yahoo.com
2026-09-22
The September 2026 semiconductor rally—marked by a 3%+ surge in the PHLX Semiconductor Index and AMD's brief $1 trillion milestone—has reignited investor interest in the capital-equipment layer of the AI chip supply chain. Rather than chasing downstream chip designers, capital is rotating upstream t
2026-09-18
finance.yahoo.com
2026-09-18
2026-09-14
finance.yahoo.com
2026-09-14
2026-09-14
2026-09-10
247wallst.com
2026-09-10
Global wafer fabrication equipment spending is projected to reach a record $135.2 billion in 2026, up 16.9% from 2025. Memory equipment spending is driving this growth, with DRAM and NAND equipment spending surging by 29% and 28% respectively. This expansion is fueled by AI's rising demand for high-
2026-08-20
247wallst.com
2026-08-20
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
2026-08-20
finance.yahoo.com
2026-08-20
2026-08-10
news.google.com
2026-08-10
2026-08-10
news.google.com
2026-08-10
2026-08-10
news.google.com
2026-08-10
2026-08-10
finance.yahoo.com
2026-08-10
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