Company · mentioned 10 times
Semiconductor equipment manufacturer headquartered in the United States, supplying wafer fabrication systems and other manufacturing equipment to the chip industry.
TBPN· 5 Nov
Lone Pine's holdings flagged in the selloff included Nebius, ASML, Seagate, Applied Materials, Teradyne and Corning.Decoder with Nilay Patel· 5 Nov
Willy Shih says the iPhone's chips require the most sophisticated processing tools, which come from ASML in the Netherlands and from companies like Lam Research and Applied Materials in the US.Scaling Europe· 30 Sept
Alex Higginbottom says TSMC, Applied Materials and Lam Research are manufacturers with a market capitalisation of something like multiple trillion dollars.Invest Like the Best with Patrick O'Shaughnessy· 23 Apr
Dylan Patel names Lam Research, Applied Materials, ASML and MKSI as companies downstream of TSMC's capital spending.