---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/42235657.md"
description: "Micron's record-breaking quarterly report has ignited sentiment across the entire semiconductor equipment/manufacturing chain: $ASML(ASML.US), $STMicroelectronics NV(STM.US), and $Wolfspeed(WOLF.US) all rose around four percentage points, while $Amkor Tech(AMKR.US) and $Aehr Test(AEHR.US) also followed with gains of three to four points, showing highly consistent direction.The driver isn't a single company's story; it's that after AI memory capital expenditure expectations were re-elevated, equipment and packaging/testing segments were repriced accordingly—lithography, power devices, and packaging/testing each occupy a link in the chain, all swept up by the same catalyst. The key going forward is to see if order fulfillment from HBM/DRAM capacity expansion can shift the momentum from sentiment repair to confirmation of actual performance."
datetime: "2026-06-26T10:07:02.000Z"
locales:
  - [en](https://longbridge.com/en/topics/42235657.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/42235657.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/42235657.md)
author: "[没有观点是观点](https://longbridge.com/en/profiles/27445273.md)"
---

# Micron's record-breaking quarterly report has igni…


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