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Wafer Fabrication

Micron’s Stock Surges as Company Says 2026 HBM Is Fully Contracted

Exceptional guidance and factory shifts point to sustained pricing power for memory suppliers with tighter consumer memory availability.

Markets Reprice for Bigger AI‑Driven Chip Capex

Lam Research Shares Hit Record $300 as AI-Fueled Outlook Draws Higher Targets

Applied Materials Warns of $710 Million Revenue Hit From Expanded U.S. China Export Controls