Semiconductor Equipment Market Size to Hit USD 329.73 Billion by 2035 | Research by SNS Insider

The global semiconductor equipment market is valued at $138.64 billion in 2025 and is expected to grow to $329.73 billion by 2035, with a CAGR of 9.05%. Growth is driven by rising AI and 5G adoption, government-backed fab investments, and increasing demand across consumer electronics, automotive, and telecommunications sectors. Wafer fabrication equipment dominates the market, while testing equipment and inspection & metrology segments show the fastest growth rates.

06/16/2026, 3:30 AM • GlobeNewswire

Billionaire Investor Doubles Down On AI Trade, Adds Chip-Equipment Names

Daniel Loeb's Third Point hedge fund is increasing its AI exposure by acquiring significant positions in chip-equipment makers KLA Corporation, ASML Holding, and Lam Research. All three companies reported strong quarterly earnings that beat expectations, with positive guidance and analyst upgrades, reflecting robust demand driven by AI infrastructure buildout.

06/12/2026, 1:08 PM • Benzinga

Chips Lead Nasdaq 100 Rebound, Oracle Sinks 11%: Stock Market Today

The Nasdaq 100 rose 1.1% on Thursday, led by semiconductor equipment makers rallying on positive analyst upgrades and AI data-center demand outlook. However, Oracle plunged 11.6% despite record earnings, citing a $40 billion financing plan and 162% increase in capital spending for AI infrastructure. Software stocks broadly declined while small caps and chip-related equities outperformed.

06/11/2026, 1:14 PM • Benzinga

Why KLA Corporation Stock Edged Past the Broader Market Today

KLA Corporation outperformed the S&P 500 on Wednesday following a 25% price target increase from Cantor Fitzgerald analyst C.J. Muse to $2,000 per share. The upgrade was driven by KLA's raised advanced packaging revenue guidance to $1 billion, fueled by strong AI hardware demand. The analyst maintained an overweight recommendation ahead of the company's upcoming 10-for-1 stock split.

06/10/2026, 7:04 PM • The Motley Fool

Looking Beyond Semiconductors? These 8 Tech Stocks Offer Up to 60% Upside

US semiconductor stocks rebounded strongly on Monday after a sharp selloff, with Intel, Micron, and Marvell among the biggest gainers. However, despite the recovery, these semiconductor stocks remain significantly overvalued according to Fair Value estimates. The article highlights alternative large-cap tech stocks trading at meaningful discounts (35.5%-60.5%) with strong growth prospects, including Futu Holdings and Leidos Holdings, which offer more attractive valuations than the crowded semiconductor sector.

06/09/2026, 10:06 AM • Investing

Looking Beyond Semiconductors? These 8 Tech Stocks Offer Up to 60% Upside

US semiconductor stocks rebounded strongly on Monday after a sharp selloff, with Intel, Micron, Marvell, KLA Corp, Astera Labs, and Applied Materials gaining 8-11%. However, these stocks remain significantly overvalued according to Fair Value estimates, with downside potential ranging from 25.8% to 44.5%. The article highlights alternative large-cap tech stocks trading at 35.5% to 60.5% discounts with stronger valuation appeal, including Futu Holdings and Leidos Holdings.

06/09/2026, 5:53 AM • Investing

Nasdaq 100 Rallies Over 2% On Iran-Israel Ceasefire: Stock Market Today

U.S. stocks rebounded strongly on Monday following signs of de-escalation in the Middle East and a halt to semiconductor selloffs. The Nasdaq 100 led gains with a 2.1% jump, driven by a sharp recovery in chip stocks. The S&P 500 rose 0.8% while the Dow edged up 0.2%. Crude oil and Treasury yields eased as geopolitical tensions cooled, though rate-hike concerns persist following Friday's strong jobs report.

06/08/2026, 1:13 PM • Benzinga

Nvidia And Other 6 Chip Stocks Set For A 'Secular Upside,' Analyst Says

Bank of America analyst Vivek Arya identifies seven semiconductor stocks positioned for sustained outperformance in the AI era, driven by surging demand for AI chips and data center infrastructure. With AI data center equipment market projected to reach $1.7 trillion by 2030 (up from $264 billion in 2025), the key constraint is supply scarcity rather than demand. All seven stocks are rated Buy, with Nvidia offering the most upside at 71% to BofA's $350 price target.

06/08/2026, 12:25 PM • Benzinga

Photomask Market Size to Grow USD 8.19 Billion by 2035 | Research by SNS Insider

The global photomask market is projected to grow from USD 5.37 billion in 2025 to USD 8.19 billion by 2035 at a 4.31% CAGR. Growth is driven by increasing semiconductor complexity, AI applications, advanced lithography adoption (particularly EUV), and rising demand from automotive, consumer electronics, and telecommunications sectors. The U.S. market is expected to reach USD 1.96 billion by 2035, while Europe's market is projected at USD 1.46 billion.

06/03/2026, 3:30 AM • GlobeNewswire

KLAC Stock Investors Need to See This

The Motley Fool published an article highlighting important information for KLA Corporation (KLAC) stock investors. The article emphasizes critical details investors should consider when making decisions about KLAC stock, though specific details about the news are not fully disclosed in the provided content.

05/29/2026, 5:18 PM • The Motley Fool

Great News for KLAC Stock Investors

The semiconductor industry is experiencing strong growth, with positive developments for KLA Corporation (KLAC) stock. The article highlights bullish news for investors in this semiconductor equipment manufacturer as the sector continues to boom.

05/28/2026, 7:07 PM • The Motley Fool

What's Going on With KLAC Stock?

KLA Corporation (KLAC) stock is up 2.57% as business is booming for the semiconductor equipment manufacturer. The article suggests that semiconductor industry growth is accelerating, which is driving positive momentum for the company.

05/22/2026, 9:24 PM • The Motley Fool

From High-Yield to High-Growth: 3 Stocks Boosting Dividends

Three major stocks recently increased their dividends, spanning different points on the yield-to-growth spectrum. PepsiCo raised its quarterly dividend by 4% to $1.48 per share with a 4% yield and 54-year dividend increase streak. KLA announced a 21% dividend increase with strong 15% five-year growth but low 0.5% yield, benefiting from AI semiconductor demand. Devon Energy boosted its dividend by 33% to 32 cents per share with a 2.6% yield and announced an $8 billion buyback program, supported by analyst upgrades.

05/19/2026, 2:53 AM • Investing

KLA Is Splitting, and This Foundational AI Company -- Up 4,162% in 12 Months -- May Be Wall Street's Next Stock-Split Stock

KLA Corp announced a 10-for-1 stock split, becoming the first major tech company to do so in 2026. The article suggests that SanDisk, an AI memory company up 4,162% in the trailing year, is positioned to become Wall Street's next stock-split stock. SanDisk's explosive growth is driven by enterprise demand for NAND flash storage in AI data center buildouts, with 2027 EPS estimates surging from $10 to $169.26 in just eight months.

05/13/2026, 5:06 AM • The Motley Fool

Wall Street's Next Blockbuster Stock Split Was Just Announced -- and This Industry Titan Has Skyrocketed Over 51,000% in 32 Years

KLA Corp announced a 10-for-1 stock split effective June 11, 2026, reducing its share price from ~$1,869 to ~$187. The semiconductor process control leader has gained over 51,000% since 1994 and plays a critical role in AI data center infrastructure. The company maintains a dominant market position with over 50% of the semiconductor process control market share, though risks include potential AI bubble bursting.

05/11/2026, 6:06 AM • The Motley Fool