Semiconductor News & Analysis Feed
64 articles
2026-07-06
digitimes.com
2026-07-06
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.
2026-07-06
digitimes.com
2026-07-06
Dutch semiconductor equipment startup Nearfield Instruments has completed a US$380 million Series D funding round, the largest-ever fundraising for a Dutch deep-tech company. The company is now targeting an initial public offering (IPO) in 2028.
2026-07-06
digitimes.com
2026-07-06
Atomic Semi, the semiconductor equipment startup founded by chip architect Jim Keller, has rebranded as Fab2 and moved its headquarters to Austin, Texas, with a vision of mass-producing small fabs. According to Tom's Hardware, Fab2's core idea is a "fab fab": it designs and builds all of its own equipment, from pumps, valves, and gas lines to lithography tools and vacuum chambers, then assembles t
2026-07-03
www.benzinga.com
2026-07-03
Benzinga
2026-07-02
www.moomoo.com
2026-07-02
Moomoo
2026-07-02
www.benzinga.com
2026-07-02
Benzinga
2026-07-01
www.benzinga.com
2026-07-01
Benzinga
2026-06-30
www.quiverquant.com
2026-06-30
Quiver Quantitative
ASML Holding N.V. (ASML) is up 4.8% today. Here is some analysis on what might have caused this price movement.
Analysis: The move appears tied mainly to another wave of AI-driven enthusiasm across semiconductor shares, which has been lifting equipment makers alongside memory and chip designers. ASML also continues to benefit from investor confidence that demand for advanced lithography tools wil
2026-06-30
www.moomoo.com
2026-06-30
Moomoo
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2026-06-29
eu.36kr.com
2026-06-29
36Kr
Semiconductor Equipment, New Opportunities
半导体行业观察
2026-06-29 12:11
The iteration of chip manufacturing processes has spawned new golden opportunities for the semiconductor equipment industry.
The sense of smell of capital always detects the industry trend first. Recently, Nearfield Instruments, a Dutch unicorn in the semiconductor metrology field, announced the completion of a Series D financing
2026-06-29
digitimes.com
2026-06-29
Kyocera is committing JPY650 billion (approx. US$4 billion) to its components businesses through fiscal 2031, as AI data center investment and semiconductor equipment spending lift demand for ceramic parts, optical communication packages, and advanced semiconductor packaging materials.
2026-06-26
www.ad-hoc-news.de
2026-06-26
Ad-hoc-news.de
HPSP, KR7403870009
HPSP focuses on semiconductor equipment expansion, shares on KRX in a volatile chip market
26.06.2026 - 15:10:11 | ad-hoc-news.de
HPSP Co Ltd, a South Korean supplier of advanced semiconductor equipment, remains tied to the volatile KRX chip trade as investors watch capacity plans and global foundry capex. The company’s stock continues to move with broader wafer fab investment
2026-06-24
digitimes.com
2026-06-24
China's push to build a domestic semiconductor equipment industry is beginning to cut into revenue at major Japanese toolmakers, with five major Japanese suppliers posting a combined 12% drop in China sales for the fiscal year ended March 2026, Nikkeireported.
2026-06-23
www.chartmill.com
2026-06-23
ChartMill
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Semiconductor Equipment Stocks Show Unprecedented Technical Strength, Every Name Above 95 Relative Strength
By Mill Chart – Last update: Jun 23, 2026
Quotes Stocks Mentioned
Article Mentions:
LRCX
(371.33 ▼ -9.33%)
UCTT
(111.63 ▼ -9.35%)
KLAC
(244.49 ▼ -9.17%)
AMAT
(585.88 ▼ -8.48%)
ASML
(1,778.46 ▼ -7.82%)
The entire semiconductor equipment cohort is displayin
2026-06-23
www.chartmill.com
2026-06-23
ChartMill
Home
/
USA
/
Nasdaq
/
LRCX
/
news
/
Semiconductor Equipment Stocks Show Unprecedented Technical Strength, Every Name Above 95 Relative Strength
By Mill Chart – Last update: Jun 23, 2026
Quotes Stocks Mentioned
Article Mentions:
LRCX
(371.33 ▼ -9.33%)
UCTT
(111.63 ▼ -9.35%)
KLAC
(244.49 ▼ -9.17%)
AMAT
(585.88 ▼ -8.48%)
ASML
(1,778.46 ▼ -7.82%)
The entire semiconductor equipment cohort is displayin
2026-06-22
www.tradingview.com
2026-06-22
TradingView
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Zacks
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ONTO vs. KLAC: Which Semiconductor Equipment Stock is the Better Bet?
ONTO vs. KLAC: Which Semiconductor Equipment Stock is the Better Bet?
5 min read
KLAC
−9.35%
ONTO
−10.63%
The semiconductor industry is entering a major investment cycle, fueled by AI, advanced packaging, HBM and next-generation chip manufacturing. Among them, Onto Innovation, Inc. ONTO and KLA Corporation KLAC s
2026-06-22
www.thelec.net
2026-06-22
thelec.net
SMEC's Polisher 1.8 model. (Source: SMEC)
SMEC is expanding its semiconductor equipment business with Samsung Electronics. The company is set to increase shipments of wafer polishing equipment to Samsung's mass-production lines beginning this year.
According to industry sources on June 22, SMEC will supply wafer polishing equipment for use in Samsung Electronics' production lines. The equipment
2026-06-22
drrobertcastellano.substack.com
2026-06-22
Dr. Robert Castellano's Semiconductor Deep Dive Newsletter
Why Revenue Alone Misleads Semiconductor Equipment Investors
Applied Materials has the industry's broadest equipment portfolio, but ASML and KLA show that leadership depends on dominating the right segments, not simply selling into more of them.
DR. ROBERT CASTELLANO
JUN 22, 2026
∙ PAID
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What’s in This Article
Why revenue alone is misleading
Applied Materials’ broad product family base
Tabl
2026-06-19
digitimes.com
2026-06-19
Taiwan's semiconductor equipment, components, and solutions providers posted robust revenue growth through the first five months of 2026, with 34 of 43 tracked companies reporting positive accumulated year-on-year figures.
2026-06-18
247wallst.com
2026-06-18
24/7 Wall St.
Investors in the semiconductor capital equipment sector often face a structural question about where value is created in the supply chain. The largest equipment manufacturers—companies such as Applied Materials (NASDAQ:AMAT | AMAT Price Prediction) and Lam Research (NYSE:LRCX)—design and sell complete semiconductor manufacturing systems. Surrounding these firms is a large ecosystem of suppliers th