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

The comment gave Wall Street clearer multi‑year visibility and prompted analysts to lift wafer‑fab‑equipment forecasts and price targets.

TSMC Reportedly Plans 5–10% Price Hikes on Advanced Nodes

IBM Unveils NanoStack, a Claimed 0.7 nm Three‑Dimensional Transistor Design

Astera Labs Hits Record High After Stifel Doubles Price Target

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

IBM Unveils 0.7 nm 'Nanostack' Chip Technology

Applied Materials Expands AI-Focused 3D Chip Toolset and Raises Outlook

Evercore Starts Coverage of Credo With $325 Target and Outperform Rating

ASML Reinforces Monopoly as Analysts Lift Targets and Board Clears €12 Billion Buyback

Applied Materials and EssilorLuxottica Sign Long-Term Deal to Develop AR and AI Smart Glasses

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

Astera Labs Ships Scorpio X‑Series Switch as Q1 Revenue Hits Record

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

Lam Research Soars as Analysts Raise Targets on AI-Driven Chip Demand

Synopsys Reports Strong Quarter as Ansys Integration Faces Proof‑Point Moment

Navitas Stock Plummets as Jobs Report Reignites Rate Fears

Sivers and GlobalFoundries Partner to Embed Laser Arrays in Silicon Photonics

University of Illinois Demonstrates Low-Temperature Monolithic 3D Silicon Stacking

Photronics Shares Plunge After Quarterly Miss and Soft Outlook

Navitas Stock Surges After Q1 Beat, Analyst Upgrades and India Licensing Deal