Data compiled by Woofun AI shows that the US stock semiconductor equipment sector experienced broad-based strength, with Aehr Test Systems surging over 13% and Applied Materials rising more than 8%. ASML and Lam Research also advanced over 5%, with all four entities reaching new historical highs.

Concurrently, Citigroup elevated its target prices for Applied Materials and Lam Research, citing strong optimism regarding the demand outlook for NAND equipment.

Meanwhile, the optical communication concept sector rallied in tandem, led by Credo Technology which gained over 6%. AXT Inc rose more than 5%, while Astera Labs and Marvell Technology posted gains exceeding 4%. Coherent and Ciena also contributed to the sector's upward momentum, climbing over 2% each.