Semiconductor News & Analysis Feed

China's leading semiconductor equipment manufacturers are accelerating expansion through acquisitions and fundraising, as surging AI investment, memory chip capacity growth, and import substitution combine to create one of the industry's strongest growth cycles in years.

Positive Q2 results expected from ASML and other chip equipment makers: Wells Fargo Jun 22, 2026, 12:14 PM ETASML Holding N.V. (ASML) Stock, AMAT Stock, KLAC Stock, LRCX StockBy: Ravikash Bakolia, SA News Editor Copy Link Save Play (3min) Comments cmart7327 Wells Fargo expects continued positive second quarter results for chip equipment makers, including for ASML (ASML), while raising its Wafer

Axcelis Technologies (ACLS) Stock Valuation After Sector Momentum Lifts Semiconductor Equipment Makers Simply Wall St Sat, June 13, 2026 at 8:09 PM PDT 3 min read ACLS +3.77% Trade ACLS on Coinbase Trading disclosure Find winning stocks in any market cycle. Join 7 million investors using Simply Wall St's investing ideas for FREE. Sector momentum lifts Axcelis Technologies (ACLS) Axcelis Technol

SK Hynix is reviewing rare price increase requests from several tier-one equipment suppliers, a sign that the high-bandwidth memory boom is beginning to reshape pricing power in South Korea's semiconductor equipment supply chain.

To create a seamless experience and for website quality and improvement purposes, we use cookie technologies for verification and quality purposes, to personalize the content presented, and to provide advertising that may be of specific interest to you. Learn our Privacy Policy here. $SK海力士 (000660.KR)$在HBM热潮带动下创下历史最高季度利润，正着手向供应链传导红利，这在半导体设备行业尚属罕见。 据韩国科技媒体ETNews周四报道，SK海力士近期已向多家设备一级供应商要求提交"价格调整审核

AMD's FPGA Kintex UltraScale+. (Photo: AMD) Semiconductor test equipment makers are facing a severe component supply crunch, prompting complaints that "there are no semiconductors available to build semiconductor test equipment." According to industry sources on May 29, procurement conditions for key parts used in semiconductor test equipment have deteriorated sharply. Lead times for non-memory