---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/42851058.md"
description: "$Applied Materials(AMAT.US) rose by over seven points, leading the way; the equipment sector directly benefited from the capital expenditures of wafer fab expansions; $Vishay Intertech(VSH.US) rose by over six points, with inventory destocking for power and discrete devices completed and demand starting to replenish; $Rambus(RMBS.US), $Amphenol(APH.US), and $GlobalFoundries(GFS.US) all rose by four to five points, following the AI hardware demand surge in memory interface IP, high-speed connectors, and mature process foundry services.The synchronized movement across the entire chain resembles a beta driven by recovering capital expenditures; the key going forward is who can secure tangible AI orders and realize them in their earnings reports."
datetime: "2026-07-22T10:11:58.000Z"
locales:
  - [en](https://longbridge.com/en/topics/42851058.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/42851058.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/42851058.md)
author: "[珏](https://longbridge.com/en/profiles/28175121.md)"
---

# $Applied Materials(AMAT.US) rose by over seven poi…


### Related Stocks

- [RMBS.US](https://longbridge.com/en/quote/RMBS.US.md)
- [APH.US](https://longbridge.com/en/quote/APH.US.md)
- [GFS.US](https://longbridge.com/en/quote/GFS.US.md)
- [INTC.US](https://longbridge.com/en/quote/INTC.US.md)
- [AMAT.US](https://longbridge.com/en/quote/AMAT.US.md)
- [VSH.US](https://longbridge.com/en/quote/VSH.US.md)
- [04335.HK](https://longbridge.com/en/quote/04335.HK.md)

## Comments (3)

*3 comments available on the platform.*