The global semiconductor manufacturing equipment market is seen growing by around 50% over the next years, with Applied Materials (AMAT), ASML ...
ASML Holding has seen its share price decline by over 30% since its all-time highs in July last year. See why I rate ASML ...
A more pragmatic relationship with China could offer opportunities for Europe to chart a more independent course. But it is ...
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Donald Trump is working on tighter curbs on China’s chip industry and is pressing key US allies to escalate their ...
ASML is the dominant player in the lithography equipment market. See why I maintain my strong buy rating for ASML stock.
Huawei has boosted yield of AI chips to 40%, becoming profitable for the first time. It aims to reach 60% yield, while facing ...
Trump's administration believes restrictions on AI processors exports are not strict enough for close allies, also plans to ...
US trains sights on countries including Singapore that may have sold China advanced Nvidia chips. Read more at ...
Dell Technologies (DELL) stock fell after the company gave a mixed revenue outlook for the current quarter, slipping 1% in ...