Semiconductor News & Analysis Feed
20 articles
2026-08-21
uk.finance.yahoo.com
2026-08-21
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
2026-08-19
news.google.com
2026-08-19
2026-08-18
news.google.com
2026-08-18
2026-08-17
www.humanresourcesonline.net
2026-08-17
Lam Research has partnered with NY Creates to train approximately 3,500 students in semiconductor process integration over the next five years, addressing an industry-wide shortage of skilled engineers. The initiative leverages Lam's SEMulator3D virtual fabrication software, enabling students to gai
2026-08-14
news.google.com
2026-08-14
2026-08-14
news.google.com
2026-08-14
2026-08-14
news.google.com
2026-08-14
2026-08-12
newsroom.lamresearch.com
2026-08-12
2026-08-12
www.prnewswire.com
2026-08-12
2026-08-11
www.theglobeandmail.com
2026-08-11
Lam Research Corporation (LRCX) is expanding its presence in advanced packaging to meet the growing complexity and size of AI chips. The company established a Panel-Level Packaging (PLP) Center of Excellence in Salzburg, Austria, in May 2026 to accelerate research, customer qualification, and produc
2026-08-11
www.theglobeandmail.com
2026-08-11
Lam Research is expanding its advanced packaging opportunities as AI chips become larger and more complex. The company is focusing on Panel-Level Packaging (PLP) technology, establishing a Center of Excellence in Salzburg, Austria in May 2026 to accelerate research, customer qualification, and produ
2026-08-11
www.theglobeandmail.com
2026-08-11
Lam Research is expanding its advanced packaging capabilities as AI chips become increasingly complex and demanding. The company's establishment of a Panel-Level Packaging Center of Excellence in Salzburg, Austria in May 2026 represents a strategic move to capitalize on the growing demand for advanc
2026-08-11
www.tradingview.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
2026-08-03
2026-07-31
www.barrons.com
2026-07-31
2026-07-30
www.cnbc.com
2026-07-30
Chip stocks surged on Thursday following strong earnings from Microsoft and Lam Research, igniting a broad rally in the semiconductor sector. Lam Research shares rose 18%, marking their best day since 1999, driven by robust demand from AI-driven applications. Microsoft also gained 15% after signalin