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LRCX

Mentioned in 21 stories across 6 weeks · top score 62 up 15 down 6
Stories mentioning LRCX
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 16China Starts Limited Production of DUV Lithography Machines, ASML Shares Drop 7%52called downnot 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 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 11Japan's Top Five Chip Equipment Makers Record First Drop in China Sales, Down 10% to $9.1 Billion38called downfizzled
Week 15Intel Shares Drop 4% as $20 Billion Capex Forecast Wipes Out Earnings Rally28called upmixed
Week 11Samsung and SK Hynix Prepare to Announce $648 Billion Chip Investment in South Korea28called upmixed

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

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