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Lam Research Flagged a Parts Shortage, and the Chip Index Fell 6.7%

Chip-equipment maker Lam Research said its December guidance would have been higher without component and clean-room constraints. All 30 members of the Philadelphia Semiconductor Index fell, dragging Nvidia, AMD and Micron, while Meta lost 7%.

Read the PieceThursday, October 227 Min Read6 Companies

Companies in This PieceSince The EventOct 26 Close

LRCXLam Research Corp− 8.94%
AMATApplied Materials Inc− 5.22%
KLACKLA Corporation− 8.70%

+3 More Companies

Earlier Pieces

October 2026

2 Pieces

By the Numbers

Record Third-quarter Sales: $13.07B
Fourth-quarter Sales Guidance: $15.9B–$17.0B

Wednesday, October 147 Min Read

ASML Posts Record Sales, Says It Can't Meet Machine Demand Through 2028

Dutch chip-equipment maker ASML said the 30% capacity increases it planned for 2027 and 2028 will not be enough, and that pricing gains begin in 2027. Its US shares fell overnight while Amsterdam traded higher; TSMC's October 15 earnings are the next test.

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Lam Research Flagged a Parts Shortage, and the Chip Index Fell 6.7%

Earlier Pieces

October 2026

ASML Posts Record Sales, Says It Can't Meet Machine Demand Through 2028

Lam Research Flagged a Parts Shortage, and the Chip Index Fell 6.7%

Earlier Pieces

October 2026

ASML Posts Record Sales, Says It Can't Meet Machine Demand Through 2028

ASML Raises Spare-Part Prices 10%; Samsung and SK Hynix Agree

August 2026

Applied Materials Set a Record and Fell 5%: China Revenue Was Flat