- Lam Research announced a plan to invest over 3 billion USD over the next five years to upgrade its global R&D laboratory network, aiming to increase experimental capacity by over 50%.
- Multiple semiconductor and AI infrastructure giants, including Credo Technology Group, Amkor Technology, and Texas Instruments, have reported significant revenue growth and strategic expansions in 2026.
- Companies like Aehr Test Systems and CleanSpark have also secured major AI-related orders and lease agreements to capitalize on the surging AI infrastructure boom.
