Applied Materials & Lam Research
11 shared events · Importance 3 · Last updated Aug 21, 2026
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Business
Applied Materials: Applied Materials faces potential long-term competition from Chinese suppliers. It reported $8.53 billion in China revenue in fiscal 2025, 30% of total sales.
Lam Research: Lam Research supplies etching tools to Samsung and SK Hynix's China fabs and could face increased competition from Chinese equipment makers.
Aug 05, 2026 · 11 articles
Business
Applied Materials: Fell up to 6.9% in a single session.
Lam Research: Fell about 4% in off-hours trading.
Apr 20, 2026 · 344 articles
Regulatory
Applied Materials: Announced a USD 400 million investment in India, supporting the semiconductor ecosystem.
Lam Research: Announced a USD 1.1 billion investment in India, a significant commitment to the semiconductor sector.
Jun 30, 2026 · 69 articles
Business
Applied Materials: Applied Materials' stock was up more than 5% amid a rebound in the chipmaking sector.
Lam Research: Lam Research's stock was up more than 5% as chipmakers recovered from previous losses.
May 20, 2026 · 72 articles
Tech
Applied Materials: Applied Materials, a partner in the EPIC program, is part of the broader semiconductor research ecosystem that benefits from increased R&D investment.
Lam Research: Lam Research, with its own $3 billion research investment, is part of the industry trend toward collaborative research, potentially benefiting from Micron's initiative.
Aug 20, 2026 · 20 articles
Business
Applied Materials: Applied Materials has announced investments or partnerships in India, contributing to the broader semiconductor ecosystem push.
Lam Research: Lam Research has announced investments or partnerships in India, contributing to the broader semiconductor ecosystem push.
May 29, 2026 · 25 articles
Tech
Applied Materials: Applied Materials saw its stock decline as investors weighed potential long-term competition from Chinese lithography tools.
Lam Research: Lam Research's stock declined on the news of China's DUV production.
Jul 27, 2026 · 22 articles
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