Chips Up 8.8% in One Week: 5 Semiconductor Names Breaking Into New Highs

Chips Up 8.8% in One Week: 5 Semiconductor Names Breaking Into New Highs Jeremy Phillips Mon, June 15, 2026 at 8:04 PM GMT+7 7 min read SMH MRVL KLIC ASML LRCX Quick Read LRCX jumped 21% last week after posting record revenue of $5.84 billion, while KLIC surged 15% and is up 149% YTD on AI packaging demand. The SMH ETF ripped 8.8% in a single week to $619.96, reclaiming new high territory as AI capex outpaces supply into 2027. Matt Murphy raised MRVL s revenue outlook for FY27 and FY28 after AI bookings surged, with data center revenue now comprising 76% of quarterly totals. Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks — and Arm didn t make the cut. Grab the names FREE today. The semiconductor sector ripped 8.8% in a single week, with the SMH ETF closing at $619.96 on June 12, 2026, reclaiming levels above both Tuesday s and Friday s highs after getting hard hit last Friday. The host of Stock Market Today With IBD said the ETF contains a lot of chips that are well into new high territory that really just didn t stop at all. If you waited for confirmation, confirmation showed up. These are the five names doing the heavy lifting. Start with the name most portfolios don t own. Kulicke & Soffa (NASDAQ:KLIC) makes the back-end packaging equipment that bonds AI chips together, and the host put it right there in new high territory. The company is raising fiscal-year capex from $12M to $22M specifically to expand its Thermo-Compression Bonding systems toward a $400M annual TCB sales target. That is direct advanced-packaging exposure, sold to the same fabs running NVIDIA and AMD s hottest silicon. The Q2 FY26 print, reported May 6, 2026, showed revenue of $242.62 million against $161.99 million the prior year, with non-GAAP EPS swinging to $0.79 from a $0.52 loss. CEO Lester Wong said, "Demand is stronger than anticipated due to both technology and capacity needs across general semiconductor, memory, automotive and industrial end markets." Guidance for the next quarter calls for revenue near $310M and non-GAAP EPS around $1.00. The stock added 15% last week and is up 149% year to date at $113.13. The 52-week low was $30.93. The next name is the one institutions are forced to own. If KLIC is the whisper, Lam Research (NASDAQ:LRCX) is the roar. The host called it out by name as looking very strong. Lam sells the deposition and etch tools that every leading-edge fab needs to build HBM stacks and gate-all-around transistors. Every dollar of hyperscaler AI capex eventually walks through a Lam tool. The March 2026 quarter delivered revenue of $5.84 billion, up 23.8% year over year, with non-GAAP EPS of $1.47 against a $1.36 consensus, the fourth consecutive EPS beat. Operating margin expanded to 35.0%. CEO Tim Archer said, "Lam delivered record revenue and EPS in the March quarter as AI-driven demand reshapes the semiconductor industry." June quarter guidance points to $6.60 billion in revenue, a sequential acceleration. Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks — and Arm didn t make the cut. Grab the names FREE today. Shares jumped 21% last week to $366.81, with a year-to-date gain of 115%. On a 10-year basis, Lam is up 5,013%. The next name is the only company in the world that builds the machine Lam s customers can t live without. There is exactly one supplier of EUV lithography systems on the planet, and ASML (NASDAQ:ASML) is it. No EUV, no advanced node. No advanced node, no Blackwell, no MI400, no custom hyperscaler silicon. The toll bridge analogy gets overused, but ASML is the only gas station for fifty miles on the road to sub-2nm. Q1 2026 revenue came in at $10.34 billion with diluted EPS of $8.43 and gross margin of 53.0%. CEO Christophe Fouquet said, "The semiconductor industry s growth outlook continues to solidify, driven by ongoing AI-related infrastructure investments. Demand for chips is outpacing supply. In response, our customers are accelerating their capacity expansion plans for 2026 and beyond." Management raised full-year 2026 revenue guidance to $42.47B-$47.19B and now sees a 2030 opportunity of $51.91B-$70.78B at 56-60% gross margins. Backlog tells the story. Q4 2025 backlog stood at $45.06 billion, with quarterly net orders of $15.28 billion, of which $8.60 billion was EUV alone. Shares added 14% last week to $1,863.55, with a YTD gain of 75%. The next name skips the equipment entirely and sells the blueprint. The host said Arm Holdings (NASDAQ:ARM) has been looking good, and that is putting it mildly. Arm s architecture sits inside every smartphone on Earth, and now it is sliding into the data center underneath Google s Axion, NVIDIA s Vera, and Microsoft s Cobalt. When the workload shifted to agentic AI, the CPU stopped being an afterthought. Q4 FY2026, reported May 6, 2026, showed revenue of $1.49 billion, up 20.1% year over year, with non-GAAP EPS of $0.60. License revenue grew 29% and data center royalty m

Chips Up 8.8% in One Week: 5 Semiconductor Names Breaking Into New Highs

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