<turbo-stream action="append" target="news"><template>  <div class="row mb-4 py-2 news-box">
  <div class="col-12 col-md-8 col-lg-9 order-md-1 order-2">
    <div class="news-box__info-line mb-2">
        <span class="me-2 new badge text-success bg-green-100">
          Positive
        </span>
        <div class="me-2"><a class="text-gray" data-turbo-frame="_top" href="/en/stock/KLA-Tencor-US4824801009">KLA-Tencor</a></div>
        <div class="me-2 text-gray text-size-10">●</div>
        <div class="me-2 text-gray">24/7 Wall Street</div>
        <div class="me-2 text-gray text-size-10">●</div>
        <div class="me-2 text-gray">6 months ago</div>
    </div>

    <div class="mb-2">
      <a target="_blank" rel="nofollow" href="https://247wallst.com/investing/2026/05/06/semiconductor-leaders-soxx-smh-and-ftxl-are-crushing-it-on-ai-infrastructure-demand/?utm_source=snapi">Semiconductor Leaders SOXX, SMH, and FTXL Are Crushing It on AI Infrastructure Demand</a>
    </div>

      <div class="me-0 me-md-5">
        The semiconductor sector continues to absorb capital at a pace tied to the AI infrastructure buildout, and three exchange-traded funds offer distinct angles on it: iShares Semiconductor ETF (NASDAQ:SOXX | SOXX Price Prediction), VanEck Semiconductor ETF (NASDAQ:SMH), and First Trust Nasdaq Semiconductor ETF (NASDAQ:FTXL).
      </div>
  </div>

  <div class="col-12 col-md-4 col-lg-3 order-md-2 order-1">
  </div>
</div>

  <div class="row mb-4 py-2 news-box">
  <div class="col-12 col-md-8 col-lg-9 order-md-1 order-2">
    <div class="news-box__info-line mb-2">
        <span class="me-2 new badge text-secondary bg-gray-200">
          Neutral
        </span>
        <div class="me-2"><a class="text-gray" data-turbo-frame="_top" href="/en/stock/KLA-Tencor-US4824801009">KLA-Tencor</a></div>
        <div class="me-2 text-gray text-size-10">●</div>
        <div class="me-2 text-gray">Schaeffers Research</div>
        <div class="me-2 text-gray text-size-10">●</div>
        <div class="me-2 text-gray">6 months ago</div>
    </div>

    <div class="mb-2">
      <a target="_blank" rel="nofollow" href="https://www.schaeffersresearch.com/content/bgs/2026/05/05/your-semiconductor-stock-cheat-sheet-for-may">Your Semiconductor Stock Cheat Sheet For May</a>
    </div>

      <div class="me-0 me-md-5">
        Subscribers to our Substack, The Contrarian Edge , received this commentary on Saturday, May 2.
      </div>
  </div>

  <div class="col-12 col-md-4 col-lg-3 order-md-2 order-1">
  </div>
</div>

  <div class="row mb-4 py-2 news-box">
  <div class="col-12 col-md-8 col-lg-9 order-md-1 order-2">
    <div class="news-box__info-line mb-2">
        <span class="me-2 new badge text-secondary bg-gray-200">
          Neutral
        </span>
        <div class="me-2"><a class="text-gray" data-turbo-frame="_top" href="/en/stock/KLA-Tencor-US4824801009">KLA-Tencor</a></div>
        <div class="me-2 text-gray text-size-10">●</div>
        <div class="me-2 text-gray">24/7 Wall Street</div>
        <div class="me-2 text-gray text-size-10">●</div>
        <div class="me-2 text-gray">6 months ago</div>
    </div>

    <div class="mb-2">
      <a target="_blank" rel="nofollow" href="https://247wallst.com/investing/2026/05/04/bernstein-analyst-ai-agents-drive-chip-demand-off-the-charts-supply-cant-keep-up/?utm_source=snapi">Bernstein Analyst: AI Agents Drive Chip Demand ‘Off the Charts,&#39; Supply Can&#39;t Keep Up</a>
    </div>

      <div class="me-0 me-md-5">
        Bernstein Research&#39;s Stacy Rasgon has been making the rounds with a deceptively simple thesis: stop arguing about market share.
      </div>
  </div>

  <div class="col-12 col-md-4 col-lg-3 order-md-2 order-1">
  </div>
</div>

  <div class="row mb-4 py-2 news-box">
  <div class="col-12 col-md-8 col-lg-9 order-md-1 order-2">
    <div class="news-box__info-line mb-2">
        <span class="me-2 new badge text-success bg-green-100">
          Positive
        </span>
        <div class="me-2"><a class="text-gray" data-turbo-frame="_top" href="/en/stock/KLA-Tencor-US4824801009">KLA-Tencor</a></div>
        <div class="me-2 text-gray text-size-10">●</div>
        <div class="me-2 text-gray">24/7 Wall Street</div>
        <div class="me-2 text-gray text-size-10">●</div>
        <div class="me-2 text-gray">6 months ago</div>
    </div>

    <div class="mb-2">
      <a target="_blank" rel="nofollow" href="https://247wallst.com/technology-3/2026/05/04/kla-is-gaining-share-as-ai-chip-complexity-drives-up-yield-costs/?utm_source=snapi">KLA Is Gaining Share as AI Chip Complexity Drives Up Yield Costs</a>
    </div>

      <div class="me-0 me-md-5">
        Advanced Nodes and Wafer Pricing For example, according to my report entitled Global Semiconductor Equipment: Markets, Market Share, Market Forecasts, which can be previewed on my website at The Information Network, A TSMC logic wafer at 3nm costs approximately $21,760 and contains on the order of 650 dies, while a 5nm wafer costs approximately $13,540 with roughly 750 dies.
      </div>
  </div>

  <div class="col-12 col-md-4 col-lg-3 order-md-2 order-1">
  </div>
</div>

  <div class="row mb-4 py-2 news-box">
  <div class="col-12 col-md-8 col-lg-9 order-md-1 order-2">
    <div class="news-box__info-line mb-2">
        <span class="me-2 new badge text-secondary bg-gray-200">
          Neutral
        </span>
        <div class="me-2"><a class="text-gray" data-turbo-frame="_top" href="/en/stock/KLA-Tencor-US4824801009">KLA-Tencor</a></div>
        <div class="me-2 text-gray text-size-10">●</div>
        <div class="me-2 text-gray">24/7 Wall Street</div>
        <div class="me-2 text-gray text-size-10">●</div>
        <div class="me-2 text-gray">6 months ago</div>
    </div>

    <div class="mb-2">
      <a target="_blank" rel="nofollow" href="https://247wallst.com/technology-3/2026/05/01/chinas-semiconductor-equipment-companies-gain-share-despite-u-s-sanctions/?utm_source=snapi">China&#39;s Semiconductor Equipment Companies Gain Share Despite U.S. Sanctions</a>
    </div>

      <div class="me-0 me-md-5">
        Chart 2: Semiconductor Equipment Sales to China (China vs.
      </div>
  </div>

  <div class="col-12 col-md-4 col-lg-3 order-md-2 order-1">
  </div>
</div>

</template></turbo-stream><turbo-stream action="replace" target="link"><template><div id="link">
    <a class="btn btn-outline-primary btn--small" data-turbo-stream="" href="/en/news/KLA-Tencor-US4824801009/load_more?page=6">
      Show more News
      <i class="fa fa-arrow-down fa-fw"></i>
</a></div>
</template></turbo-stream>