TER's UltraFLEXplus shipments more than doubled in the past nine months as AI-driven demand boosts growth in chip testing.

Teradyne rides on booming AI chip-testing demand as the SemiTest segment generates $1B revenues, outpacing Cisco Systems in earnings growth and upside...

SNDK rides on booming AI-driven data center demand as enterprise SSD sales surge and new QLC Stargate solutions fuel growth.

KLAC's shares have jumped 59% in six months as AI chip demand and advanced packaging growth strengthen KLA's outlook.

KLIC rides advanced packaging, AI infrastructure and auto chip demand as semiconductor spending rebounds after a 198.7% gain in the past year.

RDDT's ad revenue jumped 74% in Q1 as AI tools, advertiser growth, and strong demand drive momentum for more gains ahead.

MSFT rides on surging enterprise AI demand, with Azure growth and Copilot adoption accelerating despite rising capex and margin pressure.

Teradyne's SemiTest segment tops $1.1B in Q1 2026 as AI demand neared 70% of revenue, backed by new test platforms and upbeat Q2 sales guidance.

Lam Research's non-GAAP gross margin hits 49.9%, and guidance points to 50.5% as AI chip demand boosts revenues, EPS and tool pricing power.

SNOW's expanding customer base and AI partnerships drive strong growth, though competition from Alphabet and Amazon intensifies.