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Elon Musk’s AI chip warning is putting Taiwan supply risks back in focus. Here are the ETFs offering alternative ways to play the buildout.
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Onto Innovation raised its Q3 2026 revenue guidance to $380M-$400M and increased full-year advanced packaging growth outlook to 80% from 50%, driven by strong demand for Dragonfly inspection products and advanced nodes. The company's record backlog exceeded $1.1B with 60-70% relating to 2026, supporting second-half revenue growth of at least 25% and operating margins reaching 32-33%.
Applied Materials has entered into an agreement to increase its stake in BE Semiconductor Industries (Besi) to approximately 20% of outstanding shares.
Filed: 2026-10-26 AccNo: 0001628280-26-067303 Size: 209 KB Item 8.01: Other Events Item 9.01: Financial Statements and Exhibits
AllianceBernstein analyst Stacy Rasgon has reaffirmed a 'Buy' rating and a $700 price target for Applied Materials (AMAT).
Japan's core inflation rose to 2.1% in September 2026, exceeding the BOJ's 2% target and strengthening the case for further rate hikes. The BOJ raised rates to 1.25% in September and is expected to hold steady in October while signaling future tightening. Higher rates could pressure Japanese exporters and equity valuations but may benefit banks and support the yen.