#Semiconductor Equipment

3개의 글

May 11, 2026

KLAC KLA Stock Outlook 2026: Process Control Dominance and the Best Margins in Semiconductor Equipment

KLA Corporation (KLAC) stock analysis for 2026 covering its near-monopoly in optical wafer inspection, why semiconductor scaling structurally increases process control demand, CEO transition impact, China export risks, and the case for holding KLAC in a long-term portfolio.

KLAC KLA Semiconductor Equipment

May 11, 2026

LRCX Lam Research Stock Outlook 2026: Memory Capex Recovery, HBM Tailwinds, and the WFE Oligopoly Case

Lam Research (LRCX) stock analysis for 2026 covering the NAND and DRAM capex cycle recovery, HBM manufacturing complexity driving etch and deposition demand, CSBG recurring revenue, and the structural WFE oligopoly thesis.

LRCX Lam Research Semiconductor Equipment

April 28, 2026

AMAT Stock Outlook 2026: Applied Materials at the Center of the AI Chip Capex Cycle

Applied Materials 2026 analysis: 2nm/advanced node equipment share, HBM capex demand, China export control exposure, WFE TAM from SEMI World Fab Forecast, and how US investors should think about semiconductor equipment.

AMAT Applied Materials Semiconductor Equipment