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1.
Chinese quartz approved for semiconductor equipment and DRAM manufacturing, but it still can't break America's monopoly — China secures domestic supply for chipmaking components, but Spruce Pine still holds the crucible monopoly (tomshardware.com)
2026-09-10 | by Anton Shilov | get Chip War Chris Miller book → | tags: jiangsu pacific quartz, lam research, tokyo electron
2.
AMD and Micron surge, Lam Research climbs 17% as chip stocks rip higher (cnbc.com)
2026-07-30 | by Samantha Subin | tags: amd, micron, lam research
3.
AMD and Micron surge, Lam Research climbs 20% as chip stocks rip higher (cnbc.com)
2026-07-30 | by Samantha Subin | tags: amd, micron, lam research
4.
Jim Cramer says to use Wednesday's market rotation to your advantage. Here's how he'd play it (cnbc.com)
2026-07-01 | by Alexa Lomonaco | get Stock Market Rotation Guide → | tags: ai infrastructure, micron, corning
5.
This is the greatest time ever for semiconductors, says CEO of key equipment supplier (cnbc.com)
2026-05-28 | by Alexa Lomonaco | get Semiconductor Equipment Toolkit → | tags: applied materials, semiconductors, ai demand
6.
Chinese chipmakers made record profit in 2025, despite slipping margins — U.S shipments fall 34% as Beijing shores up local chipmaking efforts (tomshardware.com)
2026-04-20 | by Luke James | get ASUS ROG Gaming Laptop → | tags: naura technology group, china wafer-fab-equipment, applied materials
7.
US lawmakers amend new restrictions on Chinese chipmakers — MATCH Act's blanket restrictions removed from select chipmaking tools (tomshardware.com)
2026-04-17 | by Anton Shilov | get ASUS ROG Crosshair Motherboard → | tags: match act, cryogenic etching, lam research
8.
IBM and Lam's new partnership paves the way toward sub-1nm logic using High-NA EUV — Albany lab to pioneer dry resist process integration (tomshardware.com)
2026-03-12 | by Luke James | get High-NA EUV Lithography Kit → | tags: ibm, lam research, high-na euv
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