Lam Research and Applied Materials, major U.S. semiconductor equipment makers, are facing market headwinds as DRAM sales decline and impact business performance.

The entities involved

• Lam Research →

  American company

  • Lam Research received a rating upgrade from Cantor Fitzgerald, which reaffirmed Buy status and raised the price target for Speed.Sun 03:36
  • The VanEck Semiconductor ETF now includes major players in the sector, including Intel, Broadcom, Applied Materials, Lam Research, Nvidia, Micron Technology, and AMD.Fri 12:12
• Applied Materials →

  American company

  • Insider transactions disclosed in legal filings with the SEC involving Applied Materials.Mon 12:02
  • EssilorLuxottica and Applied Materials signed a joint development agreement for smart eyewear.Mon 06:41
• DRAM →

  Slovak company

  • High demand for AI workloads is driving DRAM revenue for Micron.Sun 15:47
  • Robust demand for HBM products drove DRAM revenues in July 2025.Sun 10:55

Related events

• Bank of America forecasts increased DRAM equipment spending.Sep 15
• Qualcomm is collaborating with foundry partner TSMC and memory vendor DRAM for chip production.Aug 27
• Changxin Memory Technologies debuted on the Shanghai Stock Exchange and confirmed its role as a DRAM producer challenging global giants.Jul 28
• AMD utilizes DRAM components in its computing solutions.Jun 26