US Stock Market Move | Semiconductor equipment stocks continue to rise, with Lam Research Corporation (LRCX.US) up more than 6%.

U.S. semiconductor equipment stocks continue to rise, with Lam Research Corporation (LRCX.US) up over 6%. Since April, the stock has doubled in value, surpassing a market capitalization of over $540 billion. KLA Corporation (KLAC.US) is up over 5%, Applied Materials (AMAT.US) is up over 4%, both reaching historical highs during trading. ASML Holding NV ADR (ASML.US) is up nearly 3%, approaching its historical high price. In terms of news, reports suggest that Samsung Electronics is accelerating research and development efforts for its 1.4nm (SF1.4) process node. This advanced process was originally planned for mass production in 2027, but due to adjustments in wafer foundry business focus, production has been delayed to 2029. Samsung Electronics has recently shared the SF1.4 process scheme with major semiconductor equipment companies such as Applied Materials and Lam Research, hoping to collaborate with upstream and downstream partners to accelerate the development of tailor-made equipment for this node, including customized versions of standard equipment.