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        <div class="me-2"><a class="text-gray" data-turbo-frame="_top" href="/aktien/Lam-Research-US5128073062">Lam Research</a></div>
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      <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>
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        Bernstein Research&#39;s Stacy Rasgon has been making the rounds with a deceptively simple thesis: stop arguing about market share.
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      <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>
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        Chart 2: Semiconductor Equipment Sales to China (China vs.
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