Lam Research & Tokyo Electron

Lam Research: Lam Research, a foreign supplier of advanced etching tools, is being negatively impacted as China's policy leads to its equipment being partially replaced by domestic alternatives and its ability to service existing equipment is hampered by US restrictions.

Tokyo Electron: Tokyo Electron, another foreign supplier of advanced etching tools, is facing similar challenges to Lam Research, with its market share in China being eroded by the rise of domestic suppliers due to the new mandate.

Lam Research: Lam Research jumped in off-hours trading, showing a recovery trend in the semiconductor equipment sector.

Tokyo Electron: Tokyo Electron gained significantly, contributing to the positive performance of the Nikkei 225 and highlighting strength in the computer chip equipment sector.

Lam Research: Lam Research's stock was up more than 5% as chipmakers recovered from previous losses.

Tokyo Electron: Tokyo Electron's shares jumped, contributing to the Nikkei 225's gains, as a computer chip equipment maker benefiting from the AI boom.

Lam Research: Lam Research has announced investments or partnerships in India, contributing to the broader semiconductor ecosystem push.

Tokyo Electron: Tokyo Electron has announced investments or partnerships in India, contributing to the broader semiconductor ecosystem push.