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Applied And Lam Are Overlooked Chip Equipment Stocks
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October 13, 2026 Why stocks of Applied Materials and Lam Research, which sell equipment for memory chip makers, are worth a look. Read or listen to the full article Applied And Lam Are Overlooked Chip Equipment Stocks By Anita Ramaswamy With a Pro subscription, you'll have access to award-winning reporting, plus: Annual Pro Join subscriber-only live conversations with industry experts. 60+ Company Org Charts Proprietary Databases (Generative AI, Creative Economy, etc.) Special Research Projects (Tech IPO Tracker, The Next GPs, etc.) Weekly Data Analysis Newsletter Invitation to Exclusive Events Deep Research (AI tool for instant answers from exclusive reporting) In-Depth Tech & Finance Journalism Top-Tier Subscriber Network Share 3 Free Reads of Each Article Exclusive Video Content Informative Partner Content Access to The Information App Pro Subscription $749 $999 / Year Subscribe Annual Subscription $299 $399 / Year Subscribe Popular articles The Big Read Shroud of Secrecy Cloaks Star Investor Behind Cognition, Ramp By Jemima McEvoy Exclusive Why the SaaSpocalypse Isn’t Over For Workday By Laura Bratton and Anita Ramaswamy GPUs in the Wine Cellar: Why Techies Are Hoarding AI Compute in Their Homes By Nick Wingfield and Aaron Tilley Exclusive Nvidia to Invest in Chip Rival d-Matrix as Its Challengers Choose Partnership By Phoebe Liu and Valida Pau Sign Up for Our Newsletters Every Monday (subscribers only) AI Infrastructure By The Information Staff Stay ahead of the AI infrastructure wars. Ann Davis Vaughan covers how tech titans are disrupting the energy sector and becoming accidental industrial giants to compete on the AI model battlefield. Sign up Every Wednesday (subscribers only) The Information Finance By The Information Staff Context and explanation for the biggest investments in the industry, with a particular focus on the funding of artificial intelligence. Sign up Follow us Read anywhere All our newsletters Subscribe now Gift subscription Sent to you@example.com | Manage your preferences or unsubscribe | Help The Information · 251 Rhode Island Street, Suite 107, San Francisco, CA 94103