Semiconductor News & Analysis Feed
20 articles
2026-08-20
marklapedus.substack.com
2026-08-20
2026-08-19
news.google.com
2026-08-19
2026-08-18
www.marketbeat.com
2026-08-18
2026-08-14
news.google.com
2026-08-14
2026-08-14
www.moomoo.com
2026-08-14
2026-08-14
news.google.com
2026-08-14
2026-08-13
finance.yahoo.com
2026-08-13
2026-08-13
stockstory.org
2026-08-13
2026-08-13
www.tradingview.com
2026-08-13
2026-08-11
www.barrons.com
2026-08-11
2026-08-11
sg.finance.yahoo.com
2026-08-11
In a CNBC Mad Money episode on August 6, 2026, host Jim Cramer highlighted Lam Research (LRCX), KLA Corporation (KLAC), and Applied Materials (AMAT) as key players in the semiconductor equipment sector. Cramer emphasized the growing bottleneck in data center memory production, arguing that companies
2026-08-10
news.google.com
2026-08-10
2026-08-08
news.google.com
2026-08-08
2026-08-07
news.google.com
2026-08-07
2026-07-31
www.tradingview.com
2026-07-31
KLA Corporation is benefiting from the rapid adoption of advanced packaging technologies, which are becoming a key enabler of AI infrastructure. As AI processors grow more complex, demand for advanced packaging techniques such as chiplets, 2.5D/3D integration, and hybrid bonding is rising sharply. T
2026-07-31
finance.yahoo.com
2026-07-31
2026-07-29
www.tradingview.com
2026-07-29
2026-07-29
finance.yahoo.com
2026-07-29
On July 29, 2026, a broad decline in the semiconductor sector was observed amid growing concerns over intensified competition from China and doubts about the sustainability of AI-driven demand. Stocks of major players such as Kulicke and Soffa (KLIC), Applied Materials (AMAT), AMD (AMD), Intel (INTC
2026-07-29
2026-07-29
finance.biggo.com
2026-07-29
KLA Corporation delivered a standout quarterly performance, reporting record revenue of $3.66 billion, driven by surging demand for semiconductor capital equipment fueled by AI. The company's CEO, Rick Wallace, emphasized that the industry is entering a phase of accelerated investment driven by AI c