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AMAT

Mentioned in 29 stories across 8 weeks · top score 62 up 23 down 6
Stories mentioning AMAT
Week 14ASML Raises Sales Forecast to €43 Billion to €45 Billion on €9.3 Billion Second-Quarter Earnings62called upplayed out
Week 14TSMC Adds $100 Billion to New Arizona Chip Fabs, Raising Total U.S. Investment Pledge to $265 Billion62called upplayed out
Week 14TSMC Second-Quarter Revenue Hits $40.2 Billion, Beating the Top of Guidance on AI Demand58called upplayed out
Week 15Intel Raises Capital Spending to $20 Billion as Data Center Revenue Tops $16.1 Billion55called upnot checked
Week 15ASML Raises 2026 Revenue Guidance, Projects Order Visibility to 202855called upnot checked
Week 14ASML Plans Chip Equipment Price Hikes Including 10% DUV Increase Despite TSMC Pushback55called upplayed out
Week 14TSMC Raises 2026 Capital Spending To $64 Billion On Profit Beat And $100 Billion Arizona Investment55called upplayed out
Week 2TSMC Delays ASML’s Latest Lithography Machines Through 202955called downfizzled
Week 1TSMC beats Q1 forecasts and guides Q2 above consensus on AI demand55called upplayed out
Week 16China Starts Limited Production of DUV Lithography Machines, ASML Shares Drop 7%52called downnot checked
Week 15TSMC Adds $100 Billion to U.S. Chip Expansion, Warns U.S. Plant Costs Will Dilute Margins 2% to 4% A Year52called upnot checked
Week 15Intel Raises 2026 Capital Spending to $20 Billion on Second-Quarter Earnings Beat52called upnot checked
Week 16Lam Research Shares Jump 20% On Earnings, Lifting AMD And Micron In Chip Rally48called upnot checked
Week 15Intel Raises 2026 Capital Spending to More Than $20 Billion on Strong AI Demand48called upnot checked
Week 10US Tells ASML One EUV Chipmaking Tool May Have Reached China Despite Export Curbs48called downfizzled
Week 1ASML raises 2026 sales outlook after a Q1 beat on AI demand48called upplayed out
Week 16KLA Beats Fourth-Quarter Revenue and Profit Estimates, Shares Drop 10% in After-Hours Trading45called downnot checked
Week 16Lam Research Lifts First-Quarter Guidance, Posts Record $6.72 Billion Revenue on AI Demand45called upnot checked
Week 15Intel Beats Earnings Forecasts, Raises 2026 Capital Spending to $20 Billion on Data Center Chip Demand45called upnot checked
Week 14U.S. Lawmakers Push China DUV Export Ban, Threatening 20% of ASML's Raised 2026 Revenue45called downmixed
Week 2Lam Research Beats Estimates and Sees Q4 Revenue Above Forecasts45called upplayed out
Week 16SemiAnalysis Projects 2028 Wafer-Fab Equipment Spending Tops $230B on Toolmaker Price Hikes and Capacity Expansions42called upnot checked
Week 15Semiconductor Equipment Lead Times Double to A Year as Chipmakers Accelerate Fabs42called upnot checked
Week 15TSMC Adds $100 Billion to Arizona Chip Plant, Raising Total U.S. Investment to $265 Billion42called upnot checked
Week 11Japan's Top Five Chip Equipment Makers Record First Drop in China Sales, Down 10% to $9.1 Billion38called downfizzled

Preview built on a synthetic news corpus (16 weeks, Apr–Jul 2026). Impact calls are model reads, not price data.

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