---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/42312889.md"
description: "$KLA(KLAC.US) +12%, $ACM Research(ACMR.US) +14%, $Maxlinear(MXL.US) +12% — on the same day, three semiconductor equipment analysts collectively raised their price targets: Cantor Fitzgerald raised the target for $KLA(KLAC.US) from 250 to 325, and Bank of America followed suit; Morgan Stanley raised the target for $ACM Research(ACMR.US) from 90 to 130, with Roth Capital simultaneously raising it from 100 to 125; Stifel raised the target for $Maxlinear(MXL.US) from 105 to 110. An additional driver for $KLA(KLAC.US) is 40.8 million shares of short interest + the company's guidance for "advanced packaging process control revenue of approximately $10 billion by 2026"; $ACM Research(ACMR.US) was added to the Russell 2500/3000 Growth index again on 6/27, leading to passive fund buying that week; $Maxlinear(MXL.US) is a continuation of Q1 revenue growth of +43% YoY and new AI data center products. All three are essentially betting on the second wave of the AI computing power chain of "advanced packaging + high-bandwidth memory + data center connectors." Analysts are recalibrating pricing, making them more worth chasing than just looking at the price."
datetime: "2026-06-30T11:00:37.000Z"
locales:
  - [en](https://longbridge.com/en/topics/42312889.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/42312889.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/42312889.md)
author: "[袋鼠](https://longbridge.com/en/profiles/27248405.md)"
---

# $KLA(KLAC.US) +12%, $ACM Research(ACMR.US) +14%, $…


### Related Stocks

- [KLAC.US](https://longbridge.com/en/quote/KLAC.US.md)
- [ACMR.US](https://longbridge.com/en/quote/ACMR.US.md)
- [MXL.US](https://longbridge.com/en/quote/MXL.US.md)