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Source document· July 21, 2026

Zacks Industry Outlook Highlights Applied Materials, Lam Research and FormFactor

View original at finance.yahoo.com
Zacks Industry Outlook Highlights Applied Materials, Lam Research and FormFactor For Immediate Release Chicago, IL – July 21, 2026 – Today, Zacks Equity Research discusses Applied Materials AMAT, Lam Research LRCX and FormFactor FORM…
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  • The semiconductor industry is suffering from supply chain constraints and increasing manufacturing costs related to advanced packaging and larger HBM stacks.

    60% confidence

  • Industry participants are benefiting from growing demand for advanced manufacturing processes and energy-efficient computing power needed to develop AI-supportive chips.

    60% confidence

  • AI is increasing investments across leading-edge logic, DRAM, NAND, High-Bandwidth Memory (HBM) and advanced packaging rather than being concentrated in a single chip category.

    60% confidence

  • The semiconductor industry is experiencing solid demand for advanced electronic equipment, helping participants increase investments in cost-effective process technologies.

    60% confidence

  • AI demand is expanding beyond model training into inference, agentic AI and eventually physical AI, creating sustained demand for advanced semiconductors.

    60% confidence

  • Tariffs on trade partners, including China, are expected to hurt the semiconductor industry's prospects.

    60% confidence

  • Increasing demand for AI-supportive chips from hyperscalers is a major growth driver for the semiconductor industry.

    60% confidence
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Enterprise AI Agents Scale Up Through Partnerships and Funding, But Data Readiness Lags Ambition
A wave of vertical AI-agent startups (Swarm, Veridox, Avallon AI, DA2, F2, Earthian, Meanwhile, Covecta, Penguin AI, Maisa AI) is being funded and profiled just as major infrastructure players — Microsoft/Mistral, Siemens/NVIDIA, and Manulife/Microsoft — cement enterprise AI governance and compute partnerships. Yet a Google Cloud report shows AI agents still lack access to the majority of company data (only 45% on average), and insider selling at incumbent C3.ai signals investor caution even as adoption intent (100% planned agentic AI use within two years) races ahead of actual data infrastructure.
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EPKINLY Regulatory-Clinical Success Cascade
High probability of expanded label indications, additional combination approvals, and competitive positioning strength in follicular lymphoma market. Predicts positive commercial uptake and potential accelerated review for related indications.
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Berkshire Hathaway
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Zacks Industry Outlook Highlights Applied Materials, Lam Research and FormFactor — Source | Via News | ViaNews EU