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Deposition, process equipment and fab spending
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Etch, deposition and wafer-fab spending
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ASML Q2 2026: €9.3B net sales and €2.9B net income above guidance; FY 2026 net sales outlook raised to €43B–€45B
ASML reported Q2 2026 total net sales of €9.3 billion and gross margin of 54.0%, both above the company's prior guidance, driven primarily by higher than expected Installed Base Management sales. Q2 2026 net income was €2.9 billion with basic EPS of €7.59. The company raised its FY 2026 total net sales outlook to between €43 billion and €45 billion (gross margin between 54% and 56%) and introduced Q3 2026 guidance for total net sales between €11.0 billion and €12.0 billion with a gross margin between 55% and 57%.
Entegris declares $0.10 quarterly cash dividend
On July 15, 2026, Entegris, Inc. announced that its board of directors declared a quarterly cash dividend of $0.10 per share, payable on August 19, 2026 to shareholders of record on July 29, 2026. The 8-K filing and attached Exhibit 99.1 news release contain only dividend declaration details and do not report financial results or guidance.
AMAT 10-Q filed 2026-05-21 | Key takeaways
AMAT filed its 10-Q; the most relevant disclosure change is changed Segment reporting structure: Effective Q1 FY2026, Applied Materials moved its 200mm equipment business from the Applied Global Services segment to the Semiconductor Systems segment and began fully allocating corporate support costs to reportable segments. Prior-period segment balances hav. Customer concentration: Customer One represented 21% of revenue; Customer Two represented 15% of revenue.
ACM Research completes $150 million registered direct offering of common stock
ACM Research, Inc. consummated a registered direct offering of 2,884,615 shares of Class A common stock at $52.00 per share, receiving net proceeds of approximately $149.85 million after deducting estimated offering expenses. The offering was made pursuant to an effective shelf registration statement on Form S-3 (File No. 333-278041) and a related prospectus supplement filed on May 12, 2026.
AMAT Q2 FY2026 Non-GAAP diluted EPS $2.86, Beat Guidance by +$0.22
AMAT beat prior Q2 FY2026 Non-GAAP diluted EPS guidance by +$0.22. The company delivered record quarterly revenue of $7.91 billion, up 11% year over year, with GAAP EPS of $3.51 and non-GAAP EPS of $2.86, both records. Applied also raised its full-year outlook, now expecting its semiconductor equipment business to grow more than 30% in calendar 2026. For Q3 FY2026, the company guided revenue of $8.95 billion (plus/minus $500 million) and non-GAAP EPS of $3.36 (plus/minus $0.20).
ACM Research announces $150 million registered direct offering of Class A common stock
ACM Research, Inc. entered into a Securities Purchase Agreement on May 12, 2026 with institutional investors managed by Tekne Capital Management, LLC for a registered direct offering of 2,884,615 shares of Class A common stock at $52.00 per share, generating aggregate gross proceeds of approximately $150 million. The company expects to receive net proceeds of approximately $149.85 million after deducting estimated offering expenses, with closing anticipated on or about May 15, 2026. Net proceeds will be used for...
ACMR 10-Q filed 2026-05-08 | Key takeaways
ACMR filed its 10-Q; the most relevant disclosure change is expanded Revenue mix shift: ECP (front-end packaging), furnace and other technologies revenue surged 204.9% YoY to $84.2M, while single wafer cleaning declined 5.5% to $122.5M. Customer concentration: Three customers represented 45.9% of revenue; Four customers represented 60.1% of accounts_receivable.
FORM 10-Q filed 2026-05-05 | Key takeaways
FORM filed its 10-Q; the most relevant disclosure change is added Restructuring charges: In January 2026, the company adopted 2026 Restructuring Plans to consolidate Carlsbad and Baldwin Park manufacturing facilities, incurring $23.3 million in restructuring charges in Q1 FY2026, including $21.5 million in cost of revenues, with expected total cha. Customer concentration: SK hynix Inc. represented 29.5% of revenue; NVIDIA Corporation represented 10.2% of revenue.
TER 10-Q filed 2026-05-01 | Key takeaways
TER filed its 10-Q; the most relevant disclosure change is added Business combinations: Teradyne formed a 75%-owned joint venture MLTP with MultiLane on April 8, 2026 for $157.8 million, and acquired TestInsight Ltd. on April 16, 2026 for $29.0 million. MLTP will be included in the Product Test Segment; TestInsight will be included in the Semicon.
KLAC 10-Q filed 2026-04-30 | Key takeaways
KLAC filed its 10-Q; the most relevant disclosure change is expanded Stock repurchase program: The Board of Directors authorized an additional $7.00 billion for share repurchases in Q3 FY2026, leaving $10.31 billion remaining under the repurchase program. Customer concentration: Customer A represented 19% of revenue; Customer B represented 11% of revenue.
ENTG 10-Q filed 2026-04-30 | Key takeaways
ENTG filed its 10-Q; the most relevant disclosure change is expanded Property, plant and equipment useful lives: Company extended estimated useful lives of PP&E: buildings and improvements increased to 12-40 years (from 5-35), manufacturing equipment to 14 years (from 5-10), canisters/cylinders to 3-19 years (from 3-12), molds to 9 years (from 3-5), and lab equipment to .
ENTG Q1 2026 Net sales $811.9 million, Beat Guidance by +$6.9M
ENTG beat prior Q1 2026 Net sales guidance by +$6.9M. For Q2 2026, the company guides net sales of $815 million to $845 million and non-GAAP EPS of $0.76 to $0.84.
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