<div id="readability-page-1">Chip equipment spending surged in 2025, and Lam Research (LRCX) was one of the largest beneficiaries of the increase, particularly in areas like etching and process control, Bank of America said. However, 2026 may be a slightly different story. “On a spending category basis, etch (+22% YoY; $22.6bn) and process control (+15%; $15.1bn) outgrew overa...</div>

泛林集团

东京电子(ADR)

应用材料

纳斯达克半导体 ETF - First Trust

LRCU

费城交易所 半导体 ETF - iShares

动态半导体 ETF - Invesco

标普半导体 ETF - SPDR

半导体 3 倍做多 - Direxion

半导体 ETF - VanEck Vectors

<p>美国银行报告称，由于在刻蚀和工艺控制方面的芯片设备支出增加，Lam Research (LRCX) 在 2025 年第一季度获得了显著的市场份额。然而，2026 年可能会出现放缓。该公司上调了芯片设备支出的预估，预计到 2030 年行业将达到 2500 亿美元。同时，特朗普政府 reportedly 正在敦促芯片设备制造商停止向中国的华虹发货。LRCX 的市场份额同比增加了 800 个基点，而竞争对手如应用材料和东京电子则出现了下降</p>

Lam Research saw 'impressive' share gains in Q1, BofA says; Hua Hong orders may cease

Tradr 2X Long LRCX Daily ETF

美国银行

华虹半导体

BANK OF AMERICA CORPORATION DEP SHS REP 1/1000TH INT NON CUM PFD QQ

BANK OF AMERICA CORPORATION DEP SHS REP 1/1200TH PRF SERIES '5'

BANK OF AMERICA CORPORATION 7.25% NON-CUM PERP CONV PFD SER L

BANK OF AMERICA CORPORATION 5.875%NON CUM DEP SHS REP1/1000TH SER HH

BANK OF AMERICA CORPORATION DEP SHS REP 1/1200TH PRF SERIES '2'

BANK OF AMERICA CORPORATION 5% DEP SHS REPR 1/1000TH NON CUM PFD LL

BANK OF AMERICA CORPORATION DEP SHARES REP 1/1000TH PERP PFD SER 'E'

BANK OF AMERICA CORPORATION INCOME CAPITAL OBLIG NTS DUE 15/12/2066

BANK OF AMERICA CORPORATION 4.375% DP SH RP 1/1000TH IN NON CU PF NN

BANK OF AMERICA CORPORATION DEP SH REP 1/1200TH PRF SER 1 USD25

BANK OF AMERICA CORPORATION 5.375%DEP SHS REP 1/1000TH NON CUM SR KK

BANK OF AMERICA CORPORATION 6%NON CUM DEP SHS EACH REP 1/1000 SER GG

BANK OF AMERICA CORPORATION DEP SHS REP 1/1200 PFD SER 4 USD25

BANK OF AMERICA CORPORATION DEP SHS REP 1/1000TH NON CUM PFD SER SS

BANK OF AMERICA CORPORATION 4.125%DEP SH REP 1/1000 PFD SER PP USD25

Bank of America Corp

华虹公司

美国银行表示，泛林集团在第一季度的股票涨幅'令人印象深刻'；华虹的订单可能会停止