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Source document· July 21, 2026

Zacks Industry Outlook Highlights Applied Materials, Lam Research and FormFactor

View original at finance.yahoo.com
Zacks Industry Outlook Highlights Applied Materials, Lam Research and FormFactor For Immediate Release Chicago, IL – July 21, 2026 – Today, Zacks Equity Research discusses Applied Materials AMAT, Lam Research LRCX and FormFactor FORM…
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  • Increasing demand for AI-supportive chips from hyperscalers is a major growth driver for the semiconductor industry.

    60% confidence

  • Industry participants are benefiting from growing demand for advanced manufacturing processes and energy-efficient computing power needed to develop AI-supportive chips.

    60% confidence

  • AI demand is expanding beyond model training into inference, agentic AI and eventually physical AI, creating sustained demand for advanced semiconductors.

    60% confidence

  • Tariffs on trade partners, including China, are expected to hurt the semiconductor industry's prospects.

    60% confidence

  • The semiconductor industry is experiencing solid demand for advanced electronic equipment, helping participants increase investments in cost-effective process technologies.

    60% confidence

  • The semiconductor industry is suffering from supply chain constraints and increasing manufacturing costs related to advanced packaging and larger HBM stacks.

    60% confidence

  • AI is increasing investments across leading-edge logic, DRAM, NAND, High-Bandwidth Memory (HBM) and advanced packaging rather than being concentrated in a single chip category.

    60% confidence
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Satellite-Terrestrial Network Integration Acceleration
Increased investment and launches in hybrid satellite-cellular networks across telecom industry; competitive responses from other carriers; regulatory activity around satellite spectrum; expansion of emergency/rural connectivity use cases
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Morgan Stanley & Co. LLC
Two significantly different EPS values (10.21 vs 2.68 USD_per_share) are reported for Morgan Stanley on the same observation date (2025-12-31). Fact A specifies FY 2025, while Fact B's 'N/A' fiscal period is ambiguous. If both represent FY 2025 annual EPS, these values directly conflict. The magnitude of the difference (3.8x) is too large to attribute to rounding or minor calculation variations. The missing fiscal period in Fact B raises data quality concerns, but same-date observation + same attribute should reference the same period.
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Zacks Industry Outlook Highlights Applied Materials, Lam Research and FormFactor — Source | Via News | es.VIA.NEWS