The big winners here are going to be the companies that make the highly specialized — and expensive — equipment used to build chip foundries. Those companies include Lam Research Corp. LRCX, KLA Corp. KLAC, Applied Materials Inc. AMAT, ASML Holding NV ASML, Entegris Inc. ENTG, MKS Instruments Inc. MKSI, and Teradyne Inc. TER. Excluding Teradyne, all six of those stocks closed at record highs on April 5. 作者: sec2100 時間: 2021-4-23 18:01
Memory-chip maker Micron Technologies Inc. MU faced questions on why it wasn’t spending more than the $9 billion it was planning to spend this year. As recently as two years ago, Micron cut back on investing in new fab capacity in response to 2018’s chip glut that hamstrung several chip makers with massive inventories.作者: sec2100 時間: 2021-4-23 18:02 https://www.marketwatch.com/stor ... erently-11618678056