PKG
NYSE · Packaging
Packaging Corp Of America
$213.36
-0.14 (-0.07%)
PKG News4 articles
Lam Research CFO Forecasts $135B Chip Equipment Boom by 2026, Cites AI and Packaging Demand
Lam Research's CFO anticipates wafer-fab equipment spending could reach $135 billion in 2026, up from $110 billion in 2025, fueled by AI and advanced packaging demand, though cleanroom limitations pose a challenge.
ASML Expands AI Focus Beyond EUV to Advanced Chip Packaging
ASML is researching advanced packaging tools for AI semiconductors, aiming to move beyond its EUV lithography dominance. The company's shares have surged over 30% in 2026, valuing it at approximately $560 billion.
ASML Targets AI Chip Packaging in Strategic Expansion Beyond EUV
ASML is researching advanced packaging equipment for AI chips, aiming to diversify beyond its core EUV lithography business. The company's stock has climbed more than 30% in 2024, valuing it near $560 billion.
ASE Technology Surges on $7B AI Packaging Bet, Eyes Margin Growth
ASE Technology shares rallied 7.2% after announcing a record $7 billion capital expenditure plan for 2026, targeting robust AI packaging demand. Management forecasts a sequential revenue dip in Q1 but sees improving profitability.