Lam Research has begun construction on a new R&D center in Oregon to develop advanced processes for high-bandwidth memory (HBM) and other AI-specific chip components, aiming to speed up supply for Sam…
Lam Research broke ground on August 26 on a new advanced R&D lab in Tualatin, Oregon, as part of a five-year investment plan exceeding $3 billion to expand its global research infrastructure. The faci…
Applied Materials Inc. reported $9.12 billion in fiscal Q3 2026 revenue, up 25% year-over-year, but projected a $600 million revenue hit from tightened US export controls, with China's share of sales …
Micron Technology announced on August 20 the launch of Micron Research Labs, a $10 billion, decade-long initiative to create the first dedicated AI memory research institution in the U.S., with a flag…
Coatue Management, founded by Philippe Laffont, has invested nearly 23% of its public equity portfolio in three AI-related stocks, with the fund's public equity value reaching $48.6 billion in Q2 2026…
Billionaire Stanley Druckenmiller's Duquesne Family Office sold its entire stakes in Micron, Intel, and Broadcom in the second quarter, according to a Form 13F filed August 14, 2026, and instead bough…
Micron Technology announced Thursday it will invest $10 billion in Micron Research Labs, a Boise-based hub focused on advanced memory technologies, memory and compute architectures, advanced packaging…
Applied Materials Inc. shares fell 4% to $494.82, while Lam Research Corp. and Teradyne Inc. each dropped 5% to $309.94 and $384.26, respectively, as investors repriced AI infrastructure spending amid…
Applied Materials reported fiscal Q3 2026 revenue of $9.12 billion, beating analyst estimates of $8.99 billion, and adjusted EPS of $3.50 versus the consensus $3.40, while raising its full-year Semico…
MicroRefrigeration, a Gilroy, California-based startup founded by manufacturing executive Nick Littleton, has raised $4.07 million of a $4.5 million target from seven accredited investors for its AI c…
Hyperscalers are projected to spend between $750 billion and $800 billion annually on AI infrastructure, with some forecasts reaching $1 trillion, according to John Mowrey, chief investment officer at…
Semiconductor stocks surged in Asian trading on Wednesday, with the Kospi jumping 4.0% led by SK Hynix and Samsung, despite after-hours declines for SpaceX and AMD. SpaceX disclosed capital expenditur…
Applied Materials Inc. surged 15% in a single trading session but remains more than 30% below its previous highs, driven by AI chip demand. The semiconductor equipment maker posted record revenue of $…
Microsoft Corp. shares surged 15.5% on Thursday, their best day in nearly 18 years, after the company reported stronger-than-expected quarterly profit and signaled its heavy AI spending is translating…
Lam Research (LRCX) shares rose on increased spending for AI data centers and memory chips, according to Yahoo Finance. The company benefits from growing demand for semiconductor equipment used in AI …
ASML shares fell more than 8% on Monday after a report that a state-backed Chinese company in Shanghai has begun mass-producing its own immersion deep ultraviolet (DUV) lithography machines, threateni…
ASML, the Dutch semiconductor equipment maker, is offering eligible employees a one-time conditional share award worth €20,000 as a retention grant through 2030, targeting roughly 45,000 workers world…
Micron, Samsung, SK Hynix, and the Roundhill Memory ETF have all fallen more than 20% from recent highs, entering a bear market as the AI memory trade cracks despite Samsung's record profit. Semicondu…
Wall Street fell on Monday amid renewed AI investment concerns, with chip stocks declining. The S&P 500 dropped 0.2%, the Nasdaq 100 fell 1.4%, and the Dow Jones rose 0.1%. Micron and Lam Research fel…
The Philadelphia Stock Exchange Semiconductor Index fell 6.3% on July 1, 2026, its steepest single-day drop, as AI-memory stocks Micron and Sandisk each dropped about 10% and equipment makers KLA, Lam…