What's on your mind?
ASML, AMAT, Lam and KLA are all engaged in Terafab project. SpaceX will spend $3B+ on pilot line and $16.8B on 1st Phase high volume fab. KLA could play a critical role in Terafab's early ramp (inspection and metrology tools) to tackle process defects and accelerate yield learning.
Source: Sravan Kundojjala
$KLA(KLAC.US) breaking out of the base on the daily.
Source: Sunrise Trader
Samsung Securities: Key Terafab Beneficiaries
Terafab initially plans to leverage Intel's 14A process technology and supply chain, as a result, these global and domestic equipment vendors are positioned as key early beneficiaries.$ASML(ASML.US) $Applied Materials(AMAT.US) $Lam Research(LRCX.US) $KLA(KLAC.US) $Intel(INTC.US) $SpaceX(SPCX.US)KLAC’s fundamentals remain strong, supported by AI-driven semiconductor demand, a large backlog, improving earnings expectations and high returns on capital. However, valuation remains demanding, while elevated Treasury yields and potential Fed tightening create multiple-compression risk. The recent correction has improved the entry setup. Technical analysis favors accumulating gradually around $160–170, with $150 as key downside invalidation and $200–210 as an initial target.
OpenAI's GPT-6 Astra and Nvidia's "AGI has arrived" moment are the most visible face of an AI compute boom so intense it's pushed global memory chip inventories down to just 10 days' worth. Separately...
$KLA(KLAC.US)
Context: KLA is one of the semiconductor equipment holdings in my portfolio. My average cost is $261.91, and I am still holding my position. KLAC currently represents 9.17% of my portfolio.
My trade: I am continuing to hold KLAC. I’m monitoring semiconductor demand, AI-related investment, advanced packaging, and KLA’s process control and inspection business.
Takeaway: KLAC remains an important position in my portfolio, so I’ll continue to follow the company’s fundamentals and my portfolio allocation over time.
Semicap DRAM revenue is on fire. New peaks are loading. ASML has been gaining share in DRAM, driven by higher EUV adoption. AMAT stable. Lam and KLA cyclical gainers. TEL has been a share donor and surprisingly underperformed.
Source: Sravan Kundojjala
Taiwan DRAM maker Nanya Tech plans to build new 12-inch wafer fabs in Yunlin and Pingtung, Taiwan for DRAM and customized DRAM, media report.
-The Yunlin fab will focus on sub-10nm process node products for AI.-Nanya’s latest project, the NT$300 billion Linkou 5A DRAM fab, due for mass production in 2028-Media quote a Nanya executive confirming plans for additional new fabs, but declining to comment where. $Applied Materials(AMAT.US) $ASML(ASML.US) $Lam Research(LRCX.US) $KLA(KLAC.US) $Tokyo Electron(TOELY.US) #semiconductorsSource: Dan Nystedt
