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30 May 2026, 10:55 UTC · 2h ago
Source · https://247wallst.com/investing/2026/05/30/top-5-stocks-that-will-ride-the-data-center-chip-equipment-supercycle/
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Applied Materials raised its calendar 2026 semiconductor equipment growth outlook from over 20% to more than 30%. — A significant upward revision in growth guidance for a primary industry bellwether indicates systemic demand surge.
+0.80ASML raised its full-year outlook to €36 billion - €40 billion with a year-end backlog of $45.06 billion. — As the sole provider of EUV lithography, ASML's increased guidance and massive backlog confirm long-term leading-edge capacity expansion.
+0.70Lam Research provided June quarter revenue guidance of $6.60 billion, representing a sequential acceleration. — Sequential acceleration in revenue during a cycle usually signals that the industry is far from a peak, supporting further upside.
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Onto Innovation secured a volume purchase agreement worth over $240 million with a leading HBM manufacturer running through 2027. — Provides high-visibility, long-term guaranteed revenue linked directly to the critical HBM (High Bandwidth Memory) AI supply chain.
+0.50KLA approved an additional $7 billion share buyback authorization alongside its 17th consecutive annual dividend increase. — Strong capital returns signal high confidence in cash flow stability and a near-monopoly market position.
+0.40Ticker attribution
Model heads
Reported strong revenue growth, an earnings beat, and raised its 2026 growth outlook due to massive AI-driven demand.
Raised full-year outlook and maintains an absolute monopoly on EUV lithography systems essential for AI chips.
Beat earnings consensus, approved a $7 billion buyback, and maintains a near-monopoly in process control.
Experienced strong revenue growth and a fourth straight earnings beat, driven by HBM demand for AI.
Achieved record Q4 2025 revenue and secured a significant volume purchase agreement for AI accelerator packaging.
Mentioned as a key producer of AI accelerators driving demand for ASML machines.
Mentioned as a key producer of AI accelerators driving demand for ASML machines.
Mentioned as a primary driver of the equipment supercycle through its Blackwell GPUs.
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Finbold
1h ago
[a_to_b] Broadcom AI accelerators are manufactured using ASML lithography systems.
[a_to_b] NVIDIA AI accelerators are manufactured using ASML lithography systems.
[a_to_b] Onto provides inspection tools for HBM cubes used in NVIDIA Blackwell GPUs.
[a_to_b] Micron's HBM capacity announcements translate into orders for Lam Research.
