Dutch semiconductor equipment maker ASML became just the third European company to his a valuation of over $500 billion on ...
TSMC just committed $56 billion to AI chip manufacturing capacity. That’s not money disappearing into factories. It’s money ...
Hit $500B market cap Thursday, surging 7% after TSMC earnings. RBC initiates Outperform rating with $1,550 target on AI ...
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ASML stock in the spotlight following an analyst U-turn — here’s what’s driving the double upgrade
Aletheia Capital significantly boosted ASML’s fiscal 2026 and 2027 earnings estimates, citing the company’s investment expansions and capacity upgrades, according to TheFly. The analyst noted stronger ...
TL;DR: Intel is expanding its High-NA EUV lithography tool fleet from ASML, ordering two additional machines to advance its next-gen 14A process node. This strategic investment aims to boost Intel's ...
ASML is the leading semiconductor equipment company with 90% market share. TSMC manufactures the most advanced AI processors in the world and possesses competitive advantages that could last for ...
TSMC’s Q3 2025 results confirmed its structural strength, posting 40.8% YoY revenue growth and a 50.6% operating margin, driven by expanding AI and HPC demand amid global capacity diversification.
TL;DR: ASML has launched its first US training facility in Phoenix, Arizona, to train over 1,000 engineers annually on advanced High-NA EUV lithography machines. This center addresses the US ...
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