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10.11.26 - 16:30
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The Next AI Chip Shortage May Be the Machines That Make HBM (24/7 Wall St.)
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HBM capacity expansion is creating a second AI investment opportunity in semiconductor manufacturing equipment, extending from wafer fabrication to advanced packaging. TOWA's quarterly equipment orders increased 125.8%, while South Korea's Wonik IPS is projected to nearly double semiconductor equipment revenue between 2025 and 2027. Lam Research, KLA, Applied Materials, and Camtek offer different investment opportunities, […]...
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05.11.26 - 22:33
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KLA Declares Regular Cash Dividend (PR Newswire)
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MILPITAS, Calif., Nov. 5, 2026 /PRNewswire/ -- The KLA Corporation (NASDAQ: KLAC) Board of Directors today declared a quarterly cash dividend of $0.23 per share on its common stock, payable on Dec. 1, 2026 to KLA shareholders of record as of the close of business on Nov. 16, 2026. About......
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02.11.26 - 03:06
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Weekly news roundup: Taiwan debates talent distribution; SK Hynix looks beyond HBM (Digitimes)
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This week’s coverage highlights intensifying competition and capacity constraints across the global semiconductor industry. Taiwan faces debate over whether public R&D funding should prioritize universities and talent development. Micron workers receive unusually large bonuses amid unresolved labor negotiations. India is expanding state-level semiconductor incentives, while KLA reportedly considers local manufacturing. Memory shortages may persist through 2030, and SK Hynix is investing beyond memory. Server CPU demand is projected to surge, with AMD potentially surpassing Intel in revenue....
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