Semiconductors & Semiconductor Equipment

Discover how KLA’s cutting‑edge EUV inspection and metrology tools unlock yield and performance gains in 2‑nm chips, driving AI, edge computing and future tech.

Microchip Technology tops Citi’s 2026 pick as analysts spotlight its resilient semiconductor portfolio and growth‑driven outlook.

Lam Research leads AI‑chip tooling with strong margins and EUV‑ready systems, driving higher yields and yield‑boosting software for AI fabs—why analysts are bullish.

Marvell Technology’s surge ahead of CES is driven by strong data‑center revenue, a broadened secure‑networking lineup, and storage tech, positioning it for growth in cloud‑edge markets.

Discover how Analog Devices’ strong margins, 5G‑aligned portfolio and ESG‑focused R&D position it for AI‑driven growth, while navigating export controls and chip supply bottlenecks.

Micron Technology’s earnings show a sharp rise in high‑bandwidth memory revenue, driving analyst price target hikes and positioning MU to capture AI‑driven memory demand.

Applied Materials’ modest stock rise signals steady growth amid AI‑driven chip demand, robust tech, and competitive EUV play—but geopolitical and supply‑chain risks loom.

Discover how NXP’s shift to high‑performance SiC/GaN power devices and AI‑enabled edge chips positions it for growth in EV, renewable, and 5G markets.

Texas Instruments drives 2026 AI‑infrastructure growth with analog IC leadership, strong margins, and analyst‑backed upside.

Explore NVIDIA’s 2026 outlook: AI revenue growth, insider moves, H200 export‑control impact, and RTX 5090 performance for IT leaders.