Shares of wafer-fabrication-related chip companies are trading higher after AI cloud providers CoreWeave and Nebius reported better-than-expected Q2 results and server and storage maker Super Micro Computer reported better-than-expected Q4 financial results, all of which may help bolster the demand outlook for the sector.

Axcelis Technologies Reports Q2 2026 Results: Full Earnings Call Transcript

Axcelis Technologies (NASDAQ:ACLS) reported second-quarter financial results on Thursday. The transcript from the company's second-quarter earnings call has been provided below. This transcript is brought to you by

Shares of semiconductor and chip companies are trading higher amid broader technology sector gains after Broadcom's plans to finance up to $60 billion to provide chips for Anthropic. Also, reports suggesting Samsung may raise HBM prices threefold in 2027 underpins demand and pricing power confidence across the sector.

KLIC Up 93.6% in a Year: Should Investors Bet on the Stock Now?

Kulicke & Soffa Industries (KLIC) has surged 93.6% over the past year, driven by AI-led semiconductor demand and advanced packaging solutions. The company reported Q3 fiscal 2026 revenues of $330.4M (up 122.6% YoY) and non-GAAP EPS of $1.20. KLIC expects fiscal 2026 TCB revenues above $100M and is building $400M in annual TCB capacity. Management projects Q4 revenues around $375M with non-GAAP EPS of $1.42, supported by strong order visibility and expanding AI infrastructure opportunities.

Shares of semiconductor and chip-related companies are trading lower after AI executives signaled that the industry's growth may need to be slowed. The industry is also facing pressure as oil prices spike in reaction to the escalating conflict in the Middle East which can lead to inflation, tighter lending and reduced demand.

8-K filing — ACM Research, Inc. (ACMR)

Filed: 2026-09-30 AccNo: 0001628280-26-063896 Size: 157 KB Item 8.01: Other Events Item 9.01: Financial Statements and Exhibits

Shares of semiconductor companies are trading higher amid overall market strength and easing inflation concerns as investors return to AI-related companies.