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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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The semiconductor industry is experiencing solid demand for advanced electronic equipment, helping participants increase investments in cost-effective process technologies.
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
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
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
Tariffs on trade partners, including China, are expected to hurt the semiconductor industry's prospects.
60% confidence