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Semi foundry & equipment theme · 10 dossiers
Dossiers in the Semi foundry & equipment theme — 10 stocks moving on the same story.
CurrentWorked on 11 October 2026 · saturated.
All 10 are dated research with a published kill line — the level named in advance that would prove the call wrong.
All dossiers TSM Taiwan Semiconductor Manufacturing Company Ltd. Medium Taiwan Semiconductor Manufacturing's third-quarter sales of about NT$1.49 trillion beat its own guidance, so the case now rests on margin; the 15 October 2026 report decides whether gross margin holds 65% and fourth-quarter guidance keeps… AMAT Applied Materials, Inc. Medium Applied Materials' chip-equipment recovery case holds as TSMC's September revenue rose 54.6% and Micron raises spending; the 13 October 2026 SEMICON West briefing, TSMC's 15 October 2026 results and the ~12 November 2026 report against a… ASML ASML Holding N.V. Medium ASML Holding's raised €43–45 billion 2026 sales outlook and rising memory-maker spending support its lithography upturn; third-quarter sales against the €11.0–12.0 billion guide on 14 October 2026 settle the near-term case. COHU Cohu, Inc. Medium Cohu's AI-driven chip-test recovery has lifted the shares to $68.37, level with the $70.88 average analyst target; the Q3 report, expected about 29 October 2026, and the 10 November 2026 investor day show whether revenue and new targets… LRCX Lam Research Corporation Medium Lam Research's recovery case rests on record memory profits, such as Samsung's 8 October 2026 guidance, turning into etch and deposition tool orders; the 21 October 2026 report settles it, needing revenue at or above the $8.10 billion… ONTO Onto Innovation Inc. Medium Onto Innovation's case rests on Atlas G6 inspection orders lifting third-quarter revenue to at least $380 million, its guidance floor; TSMC's 15 October 2026 report is the first test, and Onto's own report, expected 29 October to 5… TSEM Tower Semiconductor Ltd. Medium Tower Semiconductor's silicon-photonics foundry business is shipping in volume against contracted 2027 demand, and the 8 October optics sell-off carried no company news; the mid-November third-quarter report settles whether revenue lands… IMOS ChipMOS TECHNOLOGIES INC. Low ChipMOS posted record third-quarter 2026 revenue of NT$8,400.8 million, but monthly sales were flat from August to September and its US shares already price in more. Third-quarter margins, expected around 10 November 2026, settle whether… VECO Veeco Instruments Inc. Low Veeco Instruments closes above the value of the 0.3575 Axcelis shares it would convert into, so a China clearance would more likely pull it down; the ~4 November 2026 third-quarter report shows whether its order recovery holds that premium. INTC Intel Corporation Low Intel's shares trade roughly at the average analyst target after falling to $107.08 on 8 October 2026, so they look more likely to lag the S&P 500 than lead it. The 29 October 2026 third-quarter report decides whether revenue clears…