Chip equipment stocks rise after Taiwan Semiconductor revenue surges 45%
What happened: Shares of chip equipment makers rose on Monday, with ASML (ASML) leading Applied Materials (AMAT) and…
Prediction: This Artificial Intelligence (AI) Chip Stock Is the Biggest Winner From the $26.5 Billion SK Hynix IPO (Hint: It’s Not Nvidia)
SK Hynix (NASDAQ: SKHY) ranks among the world’s largest producers of memory semiconductors. The company holds market-leading positions…
Analysis-Could AI chip boom make ASML Europe’s first trillion-dollar firm?
By Toby Sterling and Nathan Vifflin AMSTERDAM, July 20 (Reuters) – The global artificial intelligence boom has propelled…
Bernstein sets Street-high ASML target as capacity, pricing and margins all beat
Investing.com — Bernstein raised its price target on ASML Holding NV to €2,500 from €2,300 in a note…
Chip toolmaker ASML expected to shine light on capacity and China challenges
By Toby Sterling and Nathan Vifflin AMSTERDAM, July 14 (Reuters) – ASML, the biggest supplier of equipment used…
5 More AI Predictions For The Year 2030
Prediction #2: TSMC’s and ASML’s monopolies will be broken. The semiconductor supply chain will be dramatically transformed. Credit:…
It’s Reckoning Week for Meta Employees in Layoff Limbo
The planned mass layoffs at Meta, which have loomed over its employees for weeks, are now just days…
Five architects of the AI economy explain where the wheels are coming off
Earlier this week, five people who touch every layer of the AI supply chain sat down at the…
KLA’s AI Capacity Constraints Highlight Earnings Power And Buyback Commitment
Make better investment decisions with Simply Wall St’s easy, visual tools that give you a competitive edge. KLA…
ASML investors bet on ‘picks and shovels’ of AI revolution
By Toby Sterling and Nathan Vifflin AMSTERDAM, April 14 (Reuters) – Investors in, Europe’s most valuable listed company,…
This Growth Stock Will Be the AI Supercycle’s Biggest Winner — and It’s Not a Household Name
There is no denying that we are in the middle of an artificial intelligence (AI) supercycle, characterized by…
China’s top chip bosses urge supportive policies to create ‘China’s ASML’
By Che Pan and Laurie Chen BEIJING, March 5 (Reuters) – Top Chinese semiconductor executives have called for…