Why Applied Materials and Lam Research Are Surging While Chip Stocks Struggle

Applied Materials shares jumped more than 15 percent in the last five trading days, and Lam Research climbed 13 percent. Meanwhile, Nvidia dropped nearly 2 percent and Qualcomm slid almost 3 percent. Lucas and Luna dig into what is driving the divergence: a structural shift in how chips are built. They explore the rise of gate-all-around transistors and new materials like ruthenium, which require more wafer-fab equipment per chip. The hosts also examine why Taiwan Semiconductor's stock barely budged despite the equipment boom, and what that says about the balance of power in the industry. If you have been watching chip stocks fall while equipment makers rally, this episode explains what is really happening inside the fab. #AppliedMaterials #LamResearch #SemiconductorEquipment #ChipStocks #GateAllAround #GAAFET #WaferFabEquipment #ChipManufacturing #Ruthenium #SemiconductorIndustry #ChipShortage #Technology #FexingoBusiness #BusinessPodcast #ChipWars #TSMC #NVIDIA #SemiconductorMarket Keep every episode free: buymeacoffee.com/fexingo