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Applied Materials announced a new equipment platform aimed at addressing the memory bandwidth and energy-efficiency bottleneck confronting AI computing, unveiling tools across DRAM, advanced packaging, and process control to help chipmakers boost yields and accelerate mass production. The company said the platform combines materials engineering with process integration to support high-bandwidth me

AI, HPC test interface demand drives CHPT June revenue to new monthly high

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digitimes.com 2026-07-05

Test interface supplier Chunghwa Precision Test Tech. Co., Ltd. (CHPT) reported its June 2026 revenue, marking its sixth consecutive monthly revenue record as demand from the market remained strong. The company also posted record quarterly revenue in both the first and second quarters of 2026, underscoring its sustained growth momentum.

Advantest and OpenLight join forces on silicon photonics test platform for mass production

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digitimes.com 2026-07-05

Advantest said it has partnered with OpenLight to develop a scalable silicon photonics (SiPh) test solution for mass production environments. The announcement comes as artificial intelligence (AI) and high-performance computing workloads increase demand for silicon photonics and co-packaged optics in data centers.

Nvidia Stock Is Nearly Flat for 2026. Time to Cash Out, or Load Up on Shares? - Yahoo Finance

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news.google.com 2026-07-05 Yahoo Finance

Is Infineon Technologies (XTRA:IFX) Fully Valued Following Its Smart Power Fab Opening? - simplywall.st

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news.google.com 2026-07-05 simplywall.st

The Artificial Intelligence (AI) Memory Supercycle Is Getting Stronger. Here's How You Can Profit From This Boom With Less Than $100 - The Motley Fool

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news.google.com 2026-07-05 The Motley Fool

Prediction: Micron Technology Stock Will Hit at Least $2,000 in 1 Year - Yahoo Finance

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news.google.com 2026-07-05 Yahoo Finance