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Semiconductor Equipment
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Artisan Partners mentioned Lam Research (LRCX) in its Q2 2026 investor letter and raised its 2026 wafer fab equipment spending outlook.
Investment management firm Artisan Partners noted in its Q2 2026 "Artisan Global Opportunities Strategy" investor letter that semiconductor equipment company Lam Research (Nasdaq: LRCX) was one of the
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JPMorgan Chase: Global Chip Q2 Reports Show Strong Demand, TSMC Raises 2026 Capex by 15% to $60-64 Billion, Price Upside Spreading to Equipment and Materials
In an August 17 research report, JPMorgan Chase noted that the Q2 2026 earnings reports from major global chip manufacturers revealed that industry demand strength comprehensively exceeded expectation
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How Deep Is ASML's Moat: Valuing Semiconductor Equipment Based on 38.8 Billion Euros in Backlogged Orders
ASML, as the world's sole supplier of extreme ultraviolet (EUV) lithography machines, holds an unshakeable monopoly in advanced chip manufacturing. As of March 2026, its backlog of orders has reached 38.8 billion euros, providing a solid foundation for revenue in the coming years. Although its valuation is considered high by the market, analysts generally believe that ASML's deep technological barriers, massive R&D investment, and close collaboration with customers collectively form an insurmountable competitive advantage, making it a key investment target for long-term growth in the semiconductor industry. This article will delve into ASML's unique position, financial performance, and the underlying logic behind its valuation.
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Lam Research shares surged ~20% after reporting Q2 EPS of $1.82 (vs. $1.70 expected) and strong next-quarter guidance of $2.15 (vs. $1.84 expected).
Analyst Eric Bleeker noted that while the quarter was solid, the stock's jump was largely a rebound from July's sell-off. He views the valuation as high, trading at over 30 times forward earnings, and
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SemiAnalysis: ASML Raises Its Fiscal 2026 Guidance Twice; Upward Cycle in the Semiconductor Equipment Industry May Strengthen Further
Svmuu News: SemiAnalysis posted on X, stating that ASML raised its fiscal 2026 earnings guidance for the second time in three months during its second-quarter earnings report, noting that this signals
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Semiconductor equipment and optical communications sectors in the U.S. stock market gained ground, with Aehr Test Systems surging more than 13%
Svmuu News: According to data from MSX.COM, the U.S. semiconductor equipment sector showed broad-based strength, with Aehr Test Systems surging more than 13%, Applied Materials rising over 8%, and ASM
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SEMI: Global Semiconductor Equipment Sales Hit Record $36.5 Billion in Q1, Up 14% Year-over-Year
Svmuu reports that on the 11th, the International Semiconductor Equipment and Materials International (SEMI) released its latest "Global Semiconductor Equipment Market Statistics Report." The data sho
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2026 Q1 Global Semiconductor Equipment Sales Hit Record High for a Single Quarter
According to the global semiconductor equipment market report released by SEMI, sales of global semiconductor manufacturing equipment reached $36.55 billion in the first quarter of 2026, up 14% year-o
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Artisan Partners mentioned Lam Research (LRCX) in its Q2 2026 investor letter and raised its 2026 wafer fab equipment spending outlook.
Investment management firm Artisan Partners noted in its Q2 2026 "Artisan Global Opportunities Strategy" investor letter that semiconductor equipment company Lam Research (Nasdaq: LRCX) was one of the
-
JPMorgan Chase: Global Chip Q2 Reports Show Strong Demand, TSMC Raises 2026 Capex by 15% to $60-64 Billion, Price Upside Spreading to Equipment and Materials
In an August 17 research report, JPMorgan Chase noted that the Q2 2026 earnings reports from major global chip manufacturers revealed that industry demand strength comprehensively exceeded expectation
-
Lam Research shares surged ~20% after reporting Q2 EPS of $1.82 (vs. $1.70 expected) and strong next-quarter guidance of $2.15 (vs. $1.84 expected).
Analyst Eric Bleeker noted that while the quarter was solid, the stock's jump was largely a rebound from July's sell-off. He views the valuation as high, trading at over 30 times forward earnings, and
-
SemiAnalysis: ASML Raises Its Fiscal 2026 Guidance Twice; Upward Cycle in the Semiconductor Equipment Industry May Strengthen Further
Svmuu News: SemiAnalysis posted on X, stating that ASML raised its fiscal 2026 earnings guidance for the second time in three months during its second-quarter earnings report, noting that this signals
-
Semiconductor equipment and optical communications sectors in the U.S. stock market gained ground, with Aehr Test Systems surging more than 13%
Svmuu News: According to data from MSX.COM, the U.S. semiconductor equipment sector showed broad-based strength, with Aehr Test Systems surging more than 13%, Applied Materials rising over 8%, and ASM
-
SEMI: Global Semiconductor Equipment Sales Hit Record $36.5 Billion in Q1, Up 14% Year-over-Year
Svmuu reports that on the 11th, the International Semiconductor Equipment and Materials International (SEMI) released its latest "Global Semiconductor Equipment Market Statistics Report." The data sho
-
2026 Q1 Global Semiconductor Equipment Sales Hit Record High for a Single Quarter
According to the global semiconductor equipment market report released by SEMI, sales of global semiconductor manufacturing equipment reached $36.55 billion in the first quarter of 2026, up 14% year-o
-
How Deep Is ASML's Moat: Valuing Semiconductor Equipment Based on 38.8 Billion Euros in Backlogged Orders
ASML, as the world's sole supplier of extreme ultraviolet (EUV) lithography machines, holds an unshakeable monopoly in advanced chip manufacturing. As of March 2026, its backlog of orders has reached 38.8 billion euros, providing a solid foundation for revenue in the coming years. Although its valuation is considered high by the market, analysts generally believe that ASML's deep technological barriers, massive R&D investment, and close collaboration with customers collectively form an insurmountable competitive advantage, making it a key investment target for long-term growth in the semiconductor industry. This article will delve into ASML's unique position, financial performance, and the underlying logic behind its valuation.
Semiconductor Equipment
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