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Applied Materials Posts Record Quarter as Stock Is Repriced

Investor doubts about AI customers' spending plans plus U.S. export limits to China are driving the sectorwide selloff.

Applied Materials Raises Q4 Guide on Strength in DRAM and Packaging, Shares Fall

GlobalFoundries Directors Withheld Shares at Below-$50 Prices

Applied Materials Rallies After CEO Says Customers Are Laying Out Demand to 2030

Analysts Push Up Applied Materials Price Targets as BofA Sets $720 Goal

Citi’s $710 Price Target Sends Applied Materials Stock Higher

Applied Materials Unveils Two 3D Chip Tools as Stock Holds Multi‑Month Highs

TSMC Announces 14‑Reticle CoWoS Platform and Moves to Rebalance Holdings

TSMC April Sales Jump 17% on AI Chips as Q2 Outlook Holds

Applied Materials Wins $500 Initiation as Analysts Lift Targets on AI-Fueled Chip Tools

TSMC Raises Guidance as AI Demand Spurs Bigger 3nm Spend

Microsoft-Backed Lace Raises $40 Million to Develop Helium-Atom Lithography

ASML Wins Fresh Analyst Backing on Tight AI Chip Supply as 2026 Guidance Stays Measured

Japan Becomes Largest Shareholder in Rapidus With ¥100 Billion Injection as ¥267.6 Billion Round Closes

Applied Materials Heads Into Q1 Earnings With $6.85 Billion Revenue Guide

UMC Shares Extend Rally on 8-Inch Wafer Pricing Bets Ahead of Earnings

TSMC Rallies to Fresh Highs as AI Boom Deepens and U.S. Eases China-Plant Rules

Analysts Back Applied Materials’ Outlook as Wells Fargo Raises Target to $250

TSMC Shares Rise on Strong August Sales, Extending AI-Driven Rally

Modi Unveils Self-Reliance Blueprint With Chips, Jobs and Security Focus