---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/40319769.md"
description: "Both ASML and Applied Materials are rising slightly, with EUV capacity allocation and delivery times for high-end equipment being narratives favored by capital; Texas Instruments is trending up moderately, with the cyclical recovery narrative for automotive and industrial analog chips being gradually priced in; Credo Technology has risen nearly 6%, as the demand for high-speed interconnects in AI hyperscale data centers gives small-cap stocks a higher elasticity premium. All four are moving in the same direction, and it really feels like the overall sector sentiment is warming up👀"
datetime: "2026-04-30T09:41:02.000Z"
locales:
  - [en](https://longbridge.com/en/topics/40319769.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/40319769.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/40319769.md)
author: "[存存](https://longbridge.com/en/profiles/26850818.md)"
---

# Both ASML and Applied Materials are rising slightl…


### Related Stocks

- [CRDO.US](https://longbridge.com/en/quote/CRDO.US.md)
- [ASML.US](https://longbridge.com/en/quote/ASML.US.md)
- [AMAT.US](https://longbridge.com/en/quote/AMAT.US.md)
- [TXN.US](https://longbridge.com/en/quote/TXN.US.md)