Key Takeaways AMAT's EPIC Center will be its largest research site, set to open in early 2026 to drive chip innovation. The hub will co-locate chipmakers to collaborate on gate-all-around, power delivery, and packaging. AMAT expanded its CEA-Leti alliance to boost ICAPS and AI chip innovation within the EPIC ecosystem.Applied Materials (AMAT) is betting big on innovation with its new EPIC Center, expected to begin operations in the first half of 2026. EPIC, short for Equipment and Process Innovation and C ...

Key Takeaways Lam Research leans on CSBG and Semiverse Solutions to drive growth and reduce revenue volatility. CSBG posted $1.68B in Q3 FY25 revenues, up 20% YoY, and is growing 1.5x faster than the WFE market. Semiverse signs new licensing deals as tools like SEMulator3D gain traction in virtual chip development.Lam Research Corporation (LRCX) is building a durable competitive edge through two powerful growth engines, the Customer Support Business Group (CSBG) and Semiverse Solutions. Together, these gr ...