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Memory chips now account for over 50% of semiconductor industry revenue, fueled by soaring AI data center demand for DRAM and NAND. While Nvidia remains the core anchor of the AI expansion, hyperscal…
Impax Asset Management highlighted tech and AI rotation driving Q2 2026 outperformance. The fund spotlighted Applied Materials for strong order intake and upgraded guidance, fueled by recovering semi…
Coherent (COHR) reports strong AI data center optical component demand, capacity expansion, and record order visibility through 2028, signaling robust AI infrastructure capex continuing across the se…
Entegris (ENTG) beat Q2 2026 guidance on all metrics, citing accelerating AI-driven semiconductor capex, record liquid filtration sales, and raised 2026 MSI growth outlook to 7-8%, signaling broad st…
Brown Advisory's Q2 2026 letter praised TSMC's AI/HPC leadership and rising capex driven by Nvidia demand, though the fund underperformed its benchmark due to semiconductor underexposure.
ASE Technology raised 2025 capex by $2B to $10.5B on strong AI-driven packaging demand, with subsidiary SPIL supplying Nvidia's AI chips, signaling robust semiconductor and AI hardware growth.
Article highlights Lam Research (LRCX) as a key beneficiary of surging AI-driven memory chip capex from Micron, Samsung, and SK Hynix, with WFE spending projected to hit $292B by 2030. NVDA mentioned…
TSMC posted record Q2 profit (+77%) and raised 2025-2026 capex guidance sharply, citing surging AI chip demand. It pledged an additional $100B U.S. investment in Arizona, reinforcing bullish AI megat…
ASML posted strong Q2 2026 results, beating guidance with EUR9.3B revenue, and raised full-year 2026 guidance to EUR43-45B, citing surging AI-driven demand for advanced lithography in logic and DRAM/…