Lam Research

NASDAQ Composite and global tech market volatility

21 clusters · 302 sources · last updated about 10 hours ago

Latest: AI infrastructure stocks face volatility despite record earnings

The NASDAQ Composite and broader global equity markets experienced a significant downturn in mid-October 2026, driven by growing concerns regarding the sustainability of artificial intelligence (AI) infrastructure spendi

Micron Taiwan labor dispute: Taoyuan plant construction halt

12 clusters · 36 sources · last updated 3 days ago

Latest: Micron Technology shares fall 17.5 percent following Taiwan plant reports

Labor unions representing approximately 10,000 Micron Technology employees in Taiwan have threatened strike action due to disputes over the company’s bonus structure. Workers at the Taoyuan and Taichung facilities argue

AI demand drives semiconductor, packaging, and memory shifts

38 clusters · 134 sources · last updated 3 days ago

Latest: Qualcomm reports mixed Q4 results amid smartphone chip decline

The semiconductor industry is undergoing significant reconfiguration driven by AI infrastructure demand, affecting foundry, fabless, and memory sectors. TSMC maintains a dominant position, while Intel is positioning itse

Oregon industrial land use reform debate

2 clusters · 4 sources · last updated 7 days ago

Latest: Oregon economic strategy faces debate over industrial land use

The Oregon Business Council has proposed reforms to the state’s land use system to support industrial growth, particularly in the manufacturing and semiconductor sectors. In a report titled ‘Industrial Lands & Economic C

AMD AI-infrastructure growth and supply chain expansion

31 clusters · 172 sources · last updated 8 days ago

Latest: AMD plans graphics card price increases and releases driver update

By late September 2026, AMD achieved a historic milestone as its market capitalization surpassed $1 trillion, driven by intense interest in artificial intelligence infrastructure. To secure GPU supply, AMD issued warrant

Semiconductor industry growth driven by AI demand

2 clusters · 10 sources · last updated 13 days ago

Latest: Lam Research reports record revenue driven by AI demand

The semiconductor sector is experiencing significant growth fueled by high demand for AI-related technologies. Vicor reported a 78.5% year-over-year revenue increase to $197.1 million, driven by power delivery solutions

Super Micro: AI demand meets legal and revenue shifts

14 clusters · 51 sources · last updated 18 days ago

Latest: Semiconductor sector shows mixed results amid AI demand shifts

Super Micro Computer continues to navigate a landscape of record-breaking AI server demand alongside significant legal and market volatility. Recent fiscal results for the June quarter highlighted a divergence between re

Lam Research market performance and sector trends

2 clusters · 4 sources · last updated 26 days ago

Latest: Lam Research shares fall amid semiconductor sector uncertainty

Lam Research experienced initial stock gains driven by a price target increase from B. Riley Financial and significant capital expenditure plans from Micron Technology. Micron’s planned $27.37 billion investment in manuf