Semiconductors & Semiconductor Equipment

Advantest’s 2026 rally shows why semiconductor test makers beat the market, backed by AI demand, 3‑nm fab growth, and global tech‑policy support.

Lam Research’s strong Q4 earnings, 13.4% revenue growth, and 35% plasma‑etch market share highlight its leadership in semiconductor equipment—boosting investor confidence and driving future demand for AI, 5G, and automotive electronics.

Teradyne’s AI‑driven test solutions boost chip quality—exploring how its tech, margins, and global risks shape 2024 growth prospects.

Infineon Technologies’ steady rise shows how a diversified power‑semiconductor, microcontroller and security portfolio can thrive amid AI demand, EV growth, and supply‑chain resilience.

AMD’s stock reflects AI‑driven demand and semiconductor progress; learn how 5 nm/3 nm nodes, EUV, and 3D integration shape yield, CapEx and future chip performance.

Qualcomm’s acquisition of Alphawave boosts its AI‑data‑center edge, pairing 28 nm silicon‑intelligence with 5G infrastructure for faster, lower‑power inference.

Explore how Nvidia’s $3 B AI21 Labs deal and ByteDance’s upcoming H200 orders boost its AI dominance, revenue, and investor confidence.

Intel’s recent 3% share gain reflects a bullish surge fueled by AI focus, government R&D support and a new strategic stake, but cautious options market signals still‑present headwinds.

ASML’s High‑NA EUV drives 2‑nm nodes, boosts AI and automotive chip yields, and meets 5G demands—offering investors a resilient, tech‑forward growth story.

Micron Technology’s 2025 results show record revenue growth and rising profits as AI‑driven demand for DRAM, SRAM, and flash memory surges—confirming its edge over rivals and positioning it to capitalize on the growing data‑center and AI boom.