Chip Equipment Stocks Gain Traction as AI Demand, TSMC's Capex, and Semiconductor Expansion Drive Valuations
Applied Materials, Inc (NASDAQ:AMAT), KLA Corp (NASDAQ:KLAC), and Lam Research Corp (NASDAQ:LRCX) became significant ...
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Semi equipment stocks in focus as Needham cuts spending estimate for 2025
Semiconductor equipment stocks were in focus on Monday as Needham lowered its 2025 spending estimates for wafer fab equipment and made some ratings changes to companies in the sector. "We see that ...