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

1 week ago 8

Jeremy Phillips

Mon, June 15, 2026 astatine 8:04 AM CDT 7 min read

Quick Read

LRCX jumped 21% past week aft posting grounds gross of $5.84 billion, portion KLIC surged 15% and is up 149% YTD connected AI packaging demand.
The SMH ETF ripped 8.8% successful a azygous week to $619.96, reclaiming caller precocious territory arsenic AI capex outpaces proviso into 2027.
Matt Murphy raised MRVL's gross outlook for FY27 and FY28 aft AI bookings surged, with information halfway gross present comprising 76% of quarterly totals.
Act now: the expert who called NVIDIA successful 2010 conscionable named his apical 10 AI stocks — and Arm didn't marque the cut. Grab the names FREE today.

The semiconductor assemblage ripped 8.8% successful a azygous week, with the SMH ETF closing astatine $619.96 connected June 12, 2026, reclaiming levels supra some Tuesday's and Friday's highs aft getting hard deed past Friday. The big of Stock Market Today With IBD said the ETF contains a batch of chips that are good into caller precocious territory that truly conscionable didn't halt astatine all. If you waited for confirmation, confirmation showed up. These are the 5 names doing the dense lifting.

A close-up photograph of a vibrant greenish circuit committee with assorted physics components. A translucent, glowing light-green enactment graph with information points and bluish barroom charts are overlaid connected the circuit board, showing a wide upward trend. The inheritance is blurred with greenish and bluish bokeh lights, emphasizing the integer and progressive theme.

1. Kulicke & Soffa (KLIC): The Small-Cap Nobody's Talking About

Start with the sanction astir portfolios don't own. Kulicke & Soffa (NASDAQ:KLIC) makes the back-end packaging instrumentality that bonds AI chips together, and the big enactment it close determination successful caller precocious territory. The institution is raising fiscal-year capex from $12M to $22M specifically to grow its Thermo-Compression Bonding systems toward a $400M yearly TCB income target. That is nonstop advanced-packaging exposure, sold to the aforesaid fabs moving NVIDIA and AMD's hottest silicon.

The Q2 FY26 print, reported May 6, 2026, showed gross of $242.62 cardinal against $161.99 cardinal the anterior year, with non-GAAP EPS swinging to $0.79 from a $0.52 loss. CEO Lester Wong said, "Demand is stronger than anticipated owed to some exertion and capableness needs crossed wide semiconductor, memory, automotive and concern extremity markets." Guidance for the adjacent 4th calls for gross adjacent $310M and non-GAAP EPS astir $1.00.

The banal added 15% past week and is up 149% twelvemonth to day astatine $113.13. The 52-week debased was $30.93. The adjacent sanction is the 1 institutions are forced to own.

2. Lam Research (LRCX): The Heavyweight Doing the Talking

If KLIC is the whisper, Lam Research (NASDAQ:LRCX) is the roar. The big called it retired by sanction arsenic looking precise strong. Lam sells the deposition and etch tools that each leading-edge fab needs to physique HBM stacks and gate-all-around transistors. Every dollar of hyperscaler AI capex yet walks done a Lam tool.

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