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Sujets associésAI ASML KLA 어플라이드머티리얼즈 램리서치 삼성전자 SK하이닉스 반도체 장비

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Business·01/07/2026Résumé IA

ASML Hits All-Time High, KLA, Applied Materials, and Lam Research Follow Suit

Global semiconductor equipment stocks surged following Samsung Electronics and SK Hynix's announcement of large-scale domestic investment plans. ASML reached a record high, with KLA, Applied Materials, and Lam Research also seeing significant gains.

AI Boom Eases Bubble Fears; Top Analysts Favor Datadog, Micron, Lam Research

Recent earnings reports have eased AI bubble concerns, with strong demand for AI infrastructure boosting stocks like Datadog, Micron, and Lam Research. Top analysts are recommending these companies, citing robust growth and strategic positioning.

Lam Research establishes advanced packaging solutions research facility in Salzburg

Lam Research has opened its 'Panel Innovation Center' in Salzburg, Austria, a new research facility dedicated to advanced packaging solutions. The center aims to support the growing demand for larger and more complex semiconductor packages driven by AI and high-performance computing.

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