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ASML, Applied Materials, Lam Research, and KLA shares rally on AI data center bond boom and capex cycle validation.

Chipmaking equipment vendors' stock strength reflects sustained semiconductor fab investment; validates decade-long AI silicon cycle.
Trade pressSlicast · June 24, 2026 at 10:58 UTC · US · Source: simplywall.st
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ASMLCapex history →
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In-depth analysis
CommentaryASML Presses €77 Million Daily Buyback as Washington Tightens China Controls and Homegrown DUV Tools EmergeCommentaryASML's High-NA Acceleration Draws UBS Upgrade, but China DUV Push and Export Policy Keep the Outlook Unresolved
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ASML, Applied Materials, Lam Research, and KLA… · Slicast