Tariff pressure is causing many companies to rethink their chip supply chain. Taiwan Semiconductor announced new U.S. chip ...

Semiconductor stocks have struggled since last summer, with the SMH ETF underperforming the broader market and several individual names experiencing sharp corrections—a familiar pattern in this highly ...

We came across a bullish thesis on ASML Holding N.V. (ASML) on Substack by FluentInQuality. In this article, we will ...

China has been the biggest buyer of wafer fabrication equipment for the past two years. In 2024, it purchased $41 billion ...

China has real potential to flood world with mature node technology. We also have an increasingly closed China market, with ...

We recently published a list of 10 Tech Stocks That Trump’s Fellow Republican Bought Amid Market Rout. In this article, we ...

Intel is wooing external chip customers for its 14A process node to justify the high costs involved, and aims for the foundry ...

Samsung Foundry is reportedly securing Qualcomm and NVIDIA for next-gen 2nm chip orders, diversifying new chip orders from ...

India is going all-in on chips, with billion-dollar bets, global tie-ups, and a race to build its own silicon backbone.

o Advanced semiconductor lithography equipment, especially Extreme Ultraviolet (EUV) systems, are extremely expensive. For ...

ASML Holding has a clear advantage in the chip equipment market. It is the only company capable of producing extreme ultraviolet (EUV) lithography machines at scale. These machines are needed to make ...

The Dutch government is increasingly concerned that ASML is becoming a tool in the looming trade war between the United ...