Applied Materials’ China Problem Is Getting Worse
China just unveiled domestic immersion DUV lithography systems, and semiconductor equipment stocks sold off hard, but the companies actually in the crosshair...
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Lumentum Climbs 4% as the AI Optics Trade Extends a Second Session, Coherent and Applied Optoelectronics Drift
Lumentum is surging for a second straight session with no fresh catalyst behind the move, while its closest peers drift sideways or lower. That divergence be...