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Applied Materials Is Outperforming Nvidia in 2026 episode artwork

EPISODE · Jun 13, 2026 · 7 MIN

Applied Materials Is Outperforming Nvidia in 2026

from Semiconductor News with Fexingo: Chips, Foundries, and the Global Semiconductor Industry · host Fexingo

Semiconductor equipment maker Applied Materials just posted a stunning 15% five-day gain, leaving Nvidia and AMD in the dust. Lucas and Luna dig into why the chip equipment sector is suddenly the hottest part of the industry. They break down the data: Applied Materials and Lam Research surging while Nvidia slips, and what it signals about the next phase of the chip cycle. They also explore the broader trend of equipment makers outperforming chip designers as foundries race to build capacity. A deep dive into a market shift that most investors are missing. #AppliedMaterials #LamResearch #Nvidia #AMD #SemiconductorEquipment #ChipCycle #FoundryRace #EUV #CapacityBuildout #ChinaControls #Technology #Investing #StockMarket #EquipmentMakers #ChipIndustry #FexingoBusiness #BusinessPodcast #SemiconductorNews Keep every episode free: buymeacoffee.com/fexingo

Episode metadata supplied by the publisher feed · Published Jun 13, 2026

What this episode covers

Semiconductor equipment maker Applied Materials just posted a stunning 15% five-day gain, leaving Nvidia and AMD in the dust. Lucas and Luna dig into why the chip equipment sector is suddenly the hottest part of the industry. They break down the data: Applied Materials and Lam Research surging while Nvidia slips, and what it signals about the next phase of the chip cycle. They also explore the broader trend of equipment makers outperforming chip designers as foundries race to build capacity. A deep dive into a market shift that most investors are missing. #AppliedMaterials #LamResearch #Nvidia #AMD #SemiconductorEquipment #ChipCycle #FoundryRace #EUV #CapacityBuildout #ChinaControls #Technology #Investing #StockMarket #EquipmentMakers #ChipIndustry #FexingoBusiness #BusinessPodcast #SemiconductorNews Keep every episode free: buymeacoffee.com/fexingo

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Frequently Asked Questions

How long is this episode of Semiconductor News with Fexingo: Chips, Foundries, and the Global Semiconductor Industry?

This episode is 7 minutes long.

When was this Semiconductor News with Fexingo: Chips, Foundries, and the Global Semiconductor Industry episode published?

This episode was published on June 13, 2026.

What is this episode about?

Semiconductor equipment maker Applied Materials just posted a stunning 15% five-day gain, leaving Nvidia and AMD in the dust. Lucas and Luna dig into why the chip equipment sector is suddenly the hottest part of the industry. They break down the...

Can I download this Semiconductor News with Fexingo: Chips, Foundries, and the Global Semiconductor Industry episode?

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