Where does $AMKR fit in semiconductor manufacturing? Amkor Technology handles chip testing and packaging, preparing semiconductors for integration into finished electronic devices. In Q3 FY2026, revenue reached $1.99B, up 4.9% QoQ, while net income climbed 50.6% YoY to $190.6M. However, elevated CapEx kept free cash flow negative at $61.6M. Watch the full video linked in the comments. #Amkor#investing #Semiconductors

$NXPI reports tonight. Expected EPS $4.12–4.14 on $3.76–3.77B revenue. Auto and industrial have been the weak half of semis. We're looking for any sign that changed.

$LRCX CEO Tim Archer expects wafer fab equipment (WFE) spending to exceed $200B in 2027, up from the mid-$150B range projected for 2026. Growth is expected to be led by DRAM, followed by leading-edge foundry logic and NAND. Lam just delivered record quarterly revenue of $8.2B, up 54% YoY, with operating margins reaching 40.2%. But can the industry keep up with demand? Cleanroom capacity and supply chain constraints could limit equipment shipments, while China's spending remains uncertain. Our latest CSI analysis explores the growth opportunity and the risks behind the $200B forecast. Full article linked in the comments. #Lamresearch #Investing #ChipStockInvestor

$MSFT , $GOOG , $INTC and $SKHY all report this week. About 44% share of the U.S. index reports too.

CSI Live, today at 9am PT / 12pm ET / 5PM CET / 12 AM SGT. What we do at Chip Stock Investor, investing and semiconductors simplified, then an “Ask Us (Almost) Anything” Q&A. Watch live on YouTube or join us on Zoom. Linked in the COMMENTS BELOW. #investing #ChipStockInvestor #AI

Here is this week's CSI Research article that you might have missed. "Lam Research Earnings — Record Quarter, but Is $200 Billion Already Priced In?" -Management expects 2026 wafer fab equipment (WFE) spending in the mid-$150 billion range and gave a preliminary 2027 outlook of more than $200 billion, led by DRAM. Read full analysis linked in the comments. #investing #Lamresearch

Here are this week's CSI Youtube videos that you might have missed. 1. CoreWeave Bonds Hit 15% Yield: Are Neoclouds In Trouble? 2. How to Value Unprofitable Businesses: Ouster (OUST Stock) Example -- Normalized Profit Calculator 3. The Next AI Breakthrough Isn't Chips — It's What They're Made Of (with Shalini Sharma, Ph.D.) All videos are linked in the comments. #investing #ChipStockInvestor