http://www.streetinsider.com Latest StreetInsider.com News Articles en-us Copyright 2026, StreetInsider.com rss@streetinsider.com (SI RSS) rss@streetinsider.com (SI RSS) Tue, 07 Jul 2026 12:39:00 -0400 http://blogs.law.harvard.edu/tech/rss http://www.streetinsider.com/images/rss_logo.gif http://www.streetinsider.com 143 28 0 1 2 3 21 22 23 Saturday Sunday http://www.streetinsider.com/SEC+Filings/Form++F-6EF++++++Tokyo+Electron+Ltd.+++++++++++++++++++Filed+by%3A+Citibank%2CN.A.ADR/26740876.html si-local-file:///var/storage/secattach/20260707/26740876.html http://www.streetinsider.com/SEC+Filings/Form++F-6EF++++++Tokyo+Electron+Ltd.+++++++++++++++++++Filed+by%3A+Citibank%2CN.A.ADR/26740876.html Tue, 07 Jul 2026 12:39:00 -0400 8035 O.05105760 TOELF http://www.streetinsider.com/SEC+Filings/Form++F-6EF++++++Tokyo+Electron+Ltd.+++++++++++++++++++Filed+by%3A+Citibank%2CN.A.ADR/26740876.html si-local-file:///var/storage/secattach/20260707/26740876.html http://www.streetinsider.com/SEC+Filings/Form++F-6EF++++++Tokyo+Electron+Ltd.+++++++++++++++++++Filed+by%3A+Citibank%2CN.A.ADR/26740876.html Tue, 07 Jul 2026 12:39:00 -0400 8035 O.05105760 TOELF http://www.streetinsider.com/SEC+Filings/Form++F-6EF++++++Tokyo+Electron+Ltd.+++++++++++++++++++Filed+by%3A+Citibank%2CN.A.ADR/26740876.html si-local-file:///var/storage/secattach/20260707/26740876.html http://www.streetinsider.com/SEC+Filings/Form++F-6EF++++++Tokyo+Electron+Ltd.+++++++++++++++++++Filed+by%3A+Citibank%2CN.A.ADR/26740876.html Tue, 07 Jul 2026 12:39:00 -0400 8035 O.05105760 TOELF http://www.streetinsider.com/Hot+List/Bernstein+sees+these+semiconductor+equipment+stocks+set+to+outperform/26649443.html <p>Semiconductor equipment companies in Japan and Europe are poised to outperform commodity chip stocks as early signs of price hikes emerge across the sector, Bernstein said in a recent note.</p><p>The brokerage said Japanese equipment makers, which price largely in yen, have seen the currency depreciate roughly 30% against the dollar over the past three years, giving them room to raise prices.</p><p>Tokyo Electron and Screen Holdings have recently signaled a potential shift in pricing strategy, Bernstein said, while SK Hynix has already received requests for a 3%-4% price increase from suppliers.</p><p>Tokyo Electron has made margin improvement a top priority and sees http://www.streetinsider.com/Hot+List/Bernstein+sees+these+semiconductor+equipment+stocks+set+to+outperform/26649443.html Tue, 16 Jun 2026 03:00:00 -0400 TOELF http://www.streetinsider.com/Hot+List+Pro/Bernstein+sees+these+semiconductor+equipment+stocks+set+to+outperform/26649443.html <p>Semiconductor equipment companies in Japan and Europe are poised to outperform commodity chip stocks as early signs of price hikes emerge across the sector, Bernstein said in a recent note.</p><p>The brokerage said Japanese equipment makers, which price largely in yen, have seen the currency depreciate roughly 30% against the dollar over the past three years, giving them room to raise prices.</p><p>Tokyo Electron and Screen Holdings have recently signaled a potential shift in pricing strategy, Bernstein said, while SK Hynix has already received requests for a 3%-4% price increase from suppliers.</p><p>Tokyo Electron has made margin improvement a top priority and sees http://www.streetinsider.com/Hot+List+Pro/Bernstein+sees+these+semiconductor+equipment+stocks+set+to+outperform/26649443.html Tue, 16 Jun 2026 03:00:00 -0400 TOELF http://www.streetinsider.com/Investing/ASML+downgraded%3B+semicap+rally+may+be+running+ahead+of+reality/25423039.html <p>Investing.com -- New Street Research downgraded ASML to Neutral, saying the recent surge in semiconductor equipment stocks has left little room for upside as AI spending expectations may already be baked into forecasts.</p> <p>The brokerage said AI-related capital expenditure is set to triple by 2030, implying about $130 billion of wafer fab equipment investment but most of that acceleration will occur between now and 2026, leaving weaker growth beyond.</p> <p>It estimates AI data centre spending will rise 44% next year and 27% in 2027, with wafer equipment demand for AI peaking at about $24 billion in 2026 before flattening.</p> <p>New Street said all major http://www.streetinsider.com/Investing/ASML+downgraded%3B+semicap+rally+may+be+running+ahead+of+reality/25423039.html Mon, 06 Oct 2025 10:00:06 -0400 AMAT ASME ASML ASMLF ASMLN ASMN KLAC LRCX TOELF TOELY http://www.streetinsider.com/Investing/ASML+downgraded%3B+semicap+rally+may+be+running+ahead+of+reality/25423039.html <p>Investing.com -- New Street Research downgraded ASML to Neutral, saying the recent surge in semiconductor equipment stocks has left little room for upside as AI spending expectations may already be baked into forecasts.</p> <p>The brokerage said AI-related capital expenditure is set to triple by 2030, implying about $130 billion of wafer fab equipment investment but most of that acceleration will occur between now and 2026, leaving weaker growth beyond.</p> <p>It estimates AI data centre spending will rise 44% next year and 27% in 2027, with wafer equipment demand for AI peaking at about $24 billion in 2026 before flattening.</p> <p>New Street said all major http://www.streetinsider.com/Investing/ASML+downgraded%3B+semicap+rally+may+be+running+ahead+of+reality/25423039.html Mon, 06 Oct 2025 10:00:06 -0400 AMAT ASME ASML ASMLF ASMLN ASMN KLAC LRCX TOELF TOELY http://www.streetinsider.com/Investing/ASML+downgraded%3B+semicap+rally+may+be+running+ahead+of+reality/25423039.html <p>Investing.com -- New Street Research downgraded ASML to Neutral, saying the recent surge in semiconductor equipment stocks has left little room for upside as AI spending expectations may already be baked into forecasts.</p> <p>The brokerage said AI-related capital expenditure is set to triple by 2030, implying about $130 billion of wafer fab equipment investment but most of that acceleration will occur between now and 2026, leaving weaker growth beyond.</p> <p>It estimates AI data centre spending will rise 44% next year and 27% in 2027, with wafer equipment demand for AI peaking at about $24 billion in 2026 before flattening.</p> <p>New Street said all major http://www.streetinsider.com/Investing/ASML+downgraded%3B+semicap+rally+may+be+running+ahead+of+reality/25423039.html Mon, 06 Oct 2025 10:00:06 -0400 AMAT ASME ASML ASMLF ASMLN ASMN KLAC LRCX TOELF TOELY http://www.streetinsider.com/Investing/ASML+downgraded%3B+semicap+rally+may+be+running+ahead+of+reality/25423039.html <p>Investing.com -- New Street Research downgraded ASML to Neutral, saying the recent surge in semiconductor equipment stocks has left little room for upside as AI spending expectations may already be baked into forecasts.</p> <p>The brokerage said AI-related capital expenditure is set to triple by 2030, implying about $130 billion of wafer fab equipment investment but most of that acceleration will occur between now and 2026, leaving weaker growth beyond.</p> <p>It estimates AI data centre spending will rise 44% next year and 27% in 2027, with wafer equipment demand for AI peaking at about $24 billion in 2026 before flattening.</p> <p>New Street said all major http://www.streetinsider.com/Investing/ASML+downgraded%3B+semicap+rally+may+be+running+ahead+of+reality/25423039.html Mon, 06 Oct 2025 10:00:06 -0400 AMAT ASME ASML ASMLF ASMLN ASMN KLAC LRCX TOELF TOELY http://www.streetinsider.com/Investing/ASML+downgraded%3B+semicap+rally+may+be+running+ahead+of+reality/25423039.html <p>Investing.com -- New Street Research downgraded ASML to Neutral, saying the recent surge in semiconductor equipment stocks has left little room for upside as AI spending expectations may already be baked into forecasts.</p> <p>The brokerage said AI-related capital expenditure is set to triple by 2030, implying about $130 billion of wafer fab equipment investment but most of that acceleration will occur between now and 2026, leaving weaker growth beyond.</p> <p>It estimates AI data centre spending will rise 44% next year and 27% in 2027, with wafer equipment demand for AI peaking at about $24 billion in 2026 before flattening.</p> <p>New Street said all major http://www.streetinsider.com/Investing/ASML+downgraded%3B+semicap+rally+may+be+running+ahead+of+reality/25423039.html Mon, 06 Oct 2025 10:00:06 -0400 AMAT ASME ASML ASMLF ASMLN ASMN KLAC LRCX TOELF TOELY http://www.streetinsider.com/Investing/ASML+downgraded%3B+semicap+rally+may+be+running+ahead+of+reality/25423039.html <p>Investing.com -- New Street Research downgraded ASML to Neutral, saying the recent surge in semiconductor equipment stocks has left little room for upside as AI spending expectations may already be baked into forecasts.</p> <p>The brokerage said AI-related capital expenditure is set to triple by 2030, implying about $130 billion of wafer fab equipment investment but most of that acceleration will occur between now and 2026, leaving weaker growth beyond.</p> <p>It estimates AI data centre spending will rise 44% next year and 27% in 2027, with wafer equipment demand for AI peaking at about $24 billion in 2026 before flattening.</p> <p>New Street said all major http://www.streetinsider.com/Investing/ASML+downgraded%3B+semicap+rally+may+be+running+ahead+of+reality/25423039.html Mon, 06 Oct 2025 10:00:06 -0400 AMAT ASME ASML ASMLF ASMLN ASMN KLAC LRCX TOELF TOELY http://www.streetinsider.com/Investing/ASML+downgraded%3B+semicap+rally+may+be+running+ahead+of+reality/25423039.html <p>Investing.com -- New Street Research downgraded ASML to Neutral, saying the recent surge in semiconductor equipment stocks has left little room for upside as AI spending expectations may already be baked into forecasts.</p> <p>The brokerage said AI-related capital expenditure is set to triple by 2030, implying about $130 billion of wafer fab equipment investment but most of that acceleration will occur between now and 2026, leaving weaker growth beyond.</p> <p>It estimates AI data centre spending will rise 44% next year and 27% in 2027, with wafer equipment demand for AI peaking at about $24 billion in 2026 before flattening.</p> <p>New Street said all major http://www.streetinsider.com/Investing/ASML+downgraded%3B+semicap+rally+may+be+running+ahead+of+reality/25423039.html Mon, 06 Oct 2025 10:00:06 -0400 AMAT ASME ASML ASMLF ASMLN ASMN KLAC LRCX TOELF TOELY http://www.streetinsider.com/Investing/ASML+downgraded%3B+semicap+rally+may+be+running+ahead+of+reality/25423039.html <p>Investing.com -- New Street Research downgraded ASML to Neutral, saying the recent surge in semiconductor equipment stocks has left little room for upside as AI spending expectations may already be baked into forecasts.</p> <p>The brokerage said AI-related capital expenditure is set to triple by 2030, implying about $130 billion of wafer fab equipment investment but most of that acceleration will occur between now and 2026, leaving weaker growth beyond.</p> <p>It estimates AI data centre spending will rise 44% next year and 27% in 2027, with wafer equipment demand for AI peaking at about $24 billion in 2026 before flattening.</p> <p>New Street said all major http://www.streetinsider.com/Investing/ASML+downgraded%3B+semicap+rally+may+be+running+ahead+of+reality/25423039.html Mon, 06 Oct 2025 10:00:06 -0400 AMAT ASME ASML ASMLF ASMLN ASMN KLAC LRCX TOELF TOELY http://www.streetinsider.com/Investing/ASML+downgraded%3B+semicap+rally+may+be+running+ahead+of+reality/25423039.html <p>Investing.com -- New Street Research downgraded ASML to Neutral, saying the recent surge in semiconductor equipment stocks has left little room for upside as AI spending expectations may already be baked into forecasts.</p> <p>The brokerage said AI-related capital expenditure is set to triple by 2030, implying about $130 billion of wafer fab equipment investment but most of that acceleration will occur between now and 2026, leaving weaker growth beyond.</p> <p>It estimates AI data centre spending will rise 44% next year and 27% in 2027, with wafer equipment demand for AI peaking at about $24 billion in 2026 before flattening.</p> <p>New Street said all major http://www.streetinsider.com/Investing/ASML+downgraded%3B+semicap+rally+may+be+running+ahead+of+reality/25423039.html Mon, 06 Oct 2025 10:00:06 -0400 AMAT ASME ASML ASMLF ASMLN ASMN KLAC LRCX TOELF TOELY http://www.streetinsider.com/Investing/ASML+downgraded%3B+semicap+rally+may+be+running+ahead+of+reality/25423039.html <p>Investing.com -- New Street Research downgraded ASML to Neutral, saying the recent surge in semiconductor equipment stocks has left little room for upside as AI spending expectations may already be baked into forecasts.</p> <p>The brokerage said AI-related capital expenditure is set to triple by 2030, implying about $130 billion of wafer fab equipment investment but most of that acceleration will occur between now and 2026, leaving weaker growth beyond.</p> <p>It estimates AI data centre spending will rise 44% next year and 27% in 2027, with wafer equipment demand for AI peaking at about $24 billion in 2026 before flattening.</p> <p>New Street said all major http://www.streetinsider.com/Investing/ASML+downgraded%3B+semicap+rally+may+be+running+ahead+of+reality/25423039.html Mon, 06 Oct 2025 10:00:06 -0400 AMAT ASME ASML ASMLF ASMLN ASMN KLAC LRCX TOELF TOELY http://www.streetinsider.com/General+News/ASML+downgraded%3B+semicap+rally+may+be+running+ahead+of+reality/25423039.html <p>Investing.com -- New Street Research downgraded ASML to Neutral, saying the recent surge in semiconductor equipment stocks has left little room for upside as AI spending expectations may already be baked into forecasts.</p> <p>The brokerage said AI-related capital expenditure is set to triple by 2030, implying about $130 billion of wafer fab equipment investment but most of that acceleration will occur between now and 2026, leaving weaker growth beyond.</p> <p>It estimates AI data centre spending will rise 44% next year and 27% in 2027, with wafer equipment demand for AI peaking at about $24 billion in 2026 before flattening.</p> <p>New Street said all major http://www.streetinsider.com/General+News/ASML+downgraded%3B+semicap+rally+may+be+running+ahead+of+reality/25423039.html Mon, 06 Oct 2025 10:00:06 -0400 AMAT ASME ASML ASMLF ASMLN ASMN KLAC LRCX TOELF TOELY http://www.streetinsider.com/General+News/ASML+downgraded%3B+semicap+rally+may+be+running+ahead+of+reality/25423039.html <p>Investing.com -- New Street Research downgraded ASML to Neutral, saying the recent surge in semiconductor equipment stocks has left little room for upside as AI spending expectations may already be baked into forecasts.</p> <p>The brokerage said AI-related capital expenditure is set to triple by 2030, implying about $130 billion of wafer fab equipment investment but most of that acceleration will occur between now and 2026, leaving weaker growth beyond.</p> <p>It estimates AI data centre spending will rise 44% next year and 27% in 2027, with wafer equipment demand for AI peaking at about $24 billion in 2026 before flattening.</p> <p>New Street said all major http://www.streetinsider.com/General+News/ASML+downgraded%3B+semicap+rally+may+be+running+ahead+of+reality/25423039.html Mon, 06 Oct 2025 10:00:06 -0400 AMAT ASME ASML ASMLF ASMLN ASMN KLAC LRCX TOELF TOELY http://www.streetinsider.com/General+News/ASML+downgraded%3B+semicap+rally+may+be+running+ahead+of+reality/25423039.html <p>Investing.com -- New Street Research downgraded ASML to Neutral, saying the recent surge in semiconductor equipment stocks has left little room for upside as AI spending expectations may already be baked into forecasts.</p> <p>The brokerage said AI-related capital expenditure is set to triple by 2030, implying about $130 billion of wafer fab equipment investment but most of that acceleration will occur between now and 2026, leaving weaker growth beyond.</p> <p>It estimates AI data centre spending will rise 44% next year and 27% in 2027, with wafer equipment demand for AI peaking at about $24 billion in 2026 before flattening.</p> <p>New Street said all major http://www.streetinsider.com/General+News/ASML+downgraded%3B+semicap+rally+may+be+running+ahead+of+reality/25423039.html Mon, 06 Oct 2025 10:00:06 -0400 AMAT ASME ASML ASMLF ASMLN ASMN KLAC LRCX TOELF TOELY http://www.streetinsider.com/General+News/ASML+downgraded%3B+semicap+rally+may+be+running+ahead+of+reality/25423039.html <p>Investing.com -- New Street Research downgraded ASML to Neutral, saying the recent surge in semiconductor equipment stocks has left little room for upside as AI spending expectations may already be baked into forecasts.</p> <p>The brokerage said AI-related capital expenditure is set to triple by 2030, implying about $130 billion of wafer fab equipment investment but most of that acceleration will occur between now and 2026, leaving weaker growth beyond.</p> <p>It estimates AI data centre spending will rise 44% next year and 27% in 2027, with wafer equipment demand for AI peaking at about $24 billion in 2026 before flattening.</p> <p>New Street said all major http://www.streetinsider.com/General+News/ASML+downgraded%3B+semicap+rally+may+be+running+ahead+of+reality/25423039.html Mon, 06 Oct 2025 10:00:06 -0400 AMAT ASME ASML ASMLF ASMLN ASMN KLAC LRCX TOELF TOELY http://www.streetinsider.com/General+News/ASML+downgraded%3B+semicap+rally+may+be+running+ahead+of+reality/25423039.html <p>Investing.com -- New Street Research downgraded ASML to Neutral, saying the recent surge in semiconductor equipment stocks has left little room for upside as AI spending expectations may already be baked into forecasts.</p> <p>The brokerage said AI-related capital expenditure is set to triple by 2030, implying about $130 billion of wafer fab equipment investment but most of that acceleration will occur between now and 2026, leaving weaker growth beyond.</p> <p>It estimates AI data centre spending will rise 44% next year and 27% in 2027, with wafer equipment demand for AI peaking at about $24 billion in 2026 before flattening.</p> <p>New Street said all major http://www.streetinsider.com/General+News/ASML+downgraded%3B+semicap+rally+may+be+running+ahead+of+reality/25423039.html Mon, 06 Oct 2025 10:00:06 -0400 AMAT ASME ASML ASMLF ASMLN ASMN KLAC LRCX TOELF TOELY http://www.streetinsider.com/General+News/ASML+downgraded%3B+semicap+rally+may+be+running+ahead+of+reality/25423039.html <p>Investing.com -- New Street Research downgraded ASML to Neutral, saying the recent surge in semiconductor equipment stocks has left little room for upside as AI spending expectations may already be baked into forecasts.</p> <p>The brokerage said AI-related capital expenditure is set to triple by 2030, implying about $130 billion of wafer fab equipment investment but most of that acceleration will occur between now and 2026, leaving weaker growth beyond.</p> <p>It estimates AI data centre spending will rise 44% next year and 27% in 2027, with wafer equipment demand for AI peaking at about $24 billion in 2026 before flattening.</p> <p>New Street said all major http://www.streetinsider.com/General+News/ASML+downgraded%3B+semicap+rally+may+be+running+ahead+of+reality/25423039.html Mon, 06 Oct 2025 10:00:06 -0400 AMAT ASME ASML ASMLF ASMLN ASMN KLAC LRCX TOELF TOELY http://www.streetinsider.com/General+News/ASML+downgraded%3B+semicap+rally+may+be+running+ahead+of+reality/25423039.html <p>Investing.com -- New Street Research downgraded ASML to Neutral, saying the recent surge in semiconductor equipment stocks has left little room for upside as AI spending expectations may already be baked into forecasts.</p> <p>The brokerage said AI-related capital expenditure is set to triple by 2030, implying about $130 billion of wafer fab equipment investment but most of that acceleration will occur between now and 2026, leaving weaker growth beyond.</p> <p>It estimates AI data centre spending will rise 44% next year and 27% in 2027, with wafer equipment demand for AI peaking at about $24 billion in 2026 before flattening.</p> <p>New Street said all major http://www.streetinsider.com/General+News/ASML+downgraded%3B+semicap+rally+may+be+running+ahead+of+reality/25423039.html Mon, 06 Oct 2025 10:00:06 -0400 AMAT ASME ASML ASMLF ASMLN ASMN KLAC LRCX TOELF TOELY http://www.streetinsider.com/General+News/ASML+downgraded%3B+semicap+rally+may+be+running+ahead+of+reality/25423039.html <p>Investing.com -- New Street Research downgraded ASML to Neutral, saying the recent surge in semiconductor equipment stocks has left little room for upside as AI spending expectations may already be baked into forecasts.</p> <p>The brokerage said AI-related capital expenditure is set to triple by 2030, implying about $130 billion of wafer fab equipment investment but most of that acceleration will occur between now and 2026, leaving weaker growth beyond.</p> <p>It estimates AI data centre spending will rise 44% next year and 27% in 2027, with wafer equipment demand for AI peaking at about $24 billion in 2026 before flattening.</p> <p>New Street said all major http://www.streetinsider.com/General+News/ASML+downgraded%3B+semicap+rally+may+be+running+ahead+of+reality/25423039.html Mon, 06 Oct 2025 10:00:06 -0400 AMAT ASME ASML ASMLF ASMLN ASMN KLAC LRCX TOELF TOELY http://www.streetinsider.com/General+News/ASML+downgraded%3B+semicap+rally+may+be+running+ahead+of+reality/25423039.html <p>Investing.com -- New Street Research downgraded ASML to Neutral, saying the recent surge in semiconductor equipment stocks has left little room for upside as AI spending expectations may already be baked into forecasts.</p> <p>The brokerage said AI-related capital expenditure is set to triple by 2030, implying about $130 billion of wafer fab equipment investment but most of that acceleration will occur between now and 2026, leaving weaker growth beyond.</p> <p>It estimates AI data centre spending will rise 44% next year and 27% in 2027, with wafer equipment demand for AI peaking at about $24 billion in 2026 before flattening.</p> <p>New Street said all major http://www.streetinsider.com/General+News/ASML+downgraded%3B+semicap+rally+may+be+running+ahead+of+reality/25423039.html Mon, 06 Oct 2025 10:00:06 -0400 AMAT ASME ASML ASMLF ASMLN ASMN KLAC LRCX TOELF TOELY http://www.streetinsider.com/General+News/ASML+downgraded%3B+semicap+rally+may+be+running+ahead+of+reality/25423039.html <p>Investing.com -- New Street Research downgraded ASML to Neutral, saying the recent surge in semiconductor equipment stocks has left little room for upside as AI spending expectations may already be baked into forecasts.</p> <p>The brokerage said AI-related capital expenditure is set to triple by 2030, implying about $130 billion of wafer fab equipment investment but most of that acceleration will occur between now and 2026, leaving weaker growth beyond.</p> <p>It estimates AI data centre spending will rise 44% next year and 27% in 2027, with wafer equipment demand for AI peaking at about $24 billion in 2026 before flattening.</p> <p>New Street said all major http://www.streetinsider.com/General+News/ASML+downgraded%3B+semicap+rally+may+be+running+ahead+of+reality/25423039.html Mon, 06 Oct 2025 10:00:06 -0400 AMAT ASME ASML ASMLF ASMLN ASMN KLAC LRCX TOELF TOELY