Summit Insights downgraded Lam Research (NASDAQ:LRCX) to Hold from Buy, saying while the chip equipment maker continues to benefit from strong demand in 2025, wafer fabrication equipment (WFE) ...

Semiconductor equipment maker Lam Research (NASDAQ:LRCX) reported Q2 CY2025 results , with sales up 33.6% year on year to ...

TSMC’s exit from GaN fabrication is paving the way for IDM model to take over with a tight design-manufacturing coupling.

Samsung and TSMC could benefit from the move, while makers of wafer fab equipment may lose out, according to Bernstein ...

Etching is a fundamental step in semiconductor fabrication, involving the selective removal of material from the wafer ...

China was the growth driver globally for the global wafer fabrication equipment sector in 2023 and 2024, when the broader market experienced a downturn due to slumping consumer electronics demand.

China has been the biggest buyer of wafer fabrication equipment for the past two years. In 2024, it purchased $41 billion worth of tools, accounting for 40% of global sales, according to TechInsights.

Rapidus is developing an innovative semiconductor production system designed to significantly speed up the manufacturing ...

Lam is expected to outgrow wafer fabrication equipment with a notable uptick in NAND, Gate-All-Around/Advanced Packaging revenue growth, and strong leverage to Taiwan Semiconductor Manufacturing ...

Lam Research Corporation is a global supplier of innovative wafer fabrication equipment and services to the semiconductor industry. Lam's equipment and services allow customers to build smaller ...

China has been the biggest buyer of wafer fabrication equipment for at least the past two years, purchasing $41 billion worth of tools and accounting for 40% of global sales in 2024, Canadian ...