Surging semiconductor demand is intensifying competition among major equipment manufacturers like Lam Research, KLA, and Applied Materials.

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
• KLA Corporation →

  American company

  • Insider buying disclosed via SEC filing by Kearny Financial.Sun 22:50
• 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

Related events

• A tariff plan caused market tanking on August 22, 2025, impacting leading semiconductor industry players Western Digital and Lam Research.Jun 7