semiconductor equipment

KLA announces 10-for-1 stock split and boosts quarterly dividend 21% to $2.30/share, signaling management confidence in sustained cash generation and shareholder returns.

PRISM MarketView debuts emerging semiconductors index tracking four innovative chip companies amid growing AI and data center demand.

ASML CEO endorses Nvidia's China export strategy, confirming his company maintains a two-to-three generation technology gap and has shipped no EUV machines to China.

ASML surges 36% YTD on strong Q1 earnings and raised 2026 guidance to 16% growth, driven by major chipmaker orders for AI and memory equipment.

Cohu surges 7.22% after B. Riley raises price target from $41 to $50, citing strong wafer-fab demand and AI-driven semiconductor tailwinds.

ASML raises 2026 revenue guidance to €36-40 billion on 13% Q1 growth, signaling sustained AI chip manufacturing demand and supporting broader Nasdaq upside.

ASML beat Q1 earnings with 13% sales growth to €8.77B, but lighter Q2 guidance sparked 2.4% decline. Full-year outlook remains strong at €38B.

Semiconductor companies show strongest Q1 2026 earnings optimism with 54% positive guidance; sector up 84% over 52 weeks.

ASML reports €8.8B Q1 sales, €2.8B profit, raises 2026 guidance to €36-40B driven by AI infrastructure boom. Increases dividend 17%, maintains buybacks.

UPS stock falters amid labor costs and revenue decline, while mega-caps Applied Materials and Caterpillar offer superior AI infrastructure and data center opportunities.

Aehr Test Systems stock surges 20% after winning major silicon photonics customer with orders scheduled for late 2026, signaling exposure to AI data center expansion.

Micron boosts capex guidance to $25B+ to meet AI chip demand, signaling strong tailwinds for equipment suppliers like Lam Research, which has tripled in a year.

ASML secures $7.97B order from SK Hynix for EUV lithography through 2027, validating long-term AI infrastructure demand and the company's dominant market position.

Forge Nano opens Taiwan engineering office to serve AI data center photonics market, backed by ALDx technology achieving 23% insertion loss reduction and manufacturing partnerships.

ASML stock up 79.5% in a year, trades at 35.1x 2027 earnings. Near-monopoly on EUV lithography tech supports premium valuation despite high price.

ASML stock dropped 3.3% despite Goldman Sachs upgrade and strong earnings from major customers Micron and Nvidia, suggesting valuation concerns override positive fundamentals.

ASML could become Europe's first trillion-dollar company as AI chip demand surges, but elevated valuations create execution risks.

Applied Materials raises dividend 15% with decade-long 18% CAGR, capitalizing on AI infrastructure demand. Stock trades at 35x earnings versus historical 18.7x average.

Applied Materials and SK hynix launch long-term collaboration to develop next-gen AI memory at EPIC Center, backed by $5B R&D investment.

Intel forecasts 20%+ server processor growth amid AI boom, but manufacturing capacity constraints threaten to cap revenue gains as competitors vie for market share.