Semiconductor News & Analysis Feed

In 2026, semiconductor equipment suppliers are outperforming their customers—major equipment manufacturers—due to structural shifts in the capital expenditure cycle. While companies like Applied Materials and Lam Research design and sell complete manufacturing systems, their supply chain partners pr

Applied Materials CEO Gary Dickerson stated on CNBC that the semiconductor industry is experiencing its strongest period ever, driven by surging demand for artificial intelligence (AI) and computing power. As a key equipment supplier, Applied Materials plays a critical role in advanced chip manufact