Since 2019 America has blocked the export to China of the extreme-ultraviolet, or EUV, lithography machines (pictured) that ...
The race to produce more chips is on, and Europe is in. ASML, the Dutch company that has a near-monopoly on manufacturing the ...
JPMorgan backs buying chip stocks on the dip, making high-quality, wide-moat semiconductor names attractive entry points for 3-to-5-year AI investors. ASML's virtual monopoly on EUV lithography ...
Munich's QuantumDiamonds raised €91M to scale its diamond-based chip inspection tech, becoming the first startup to win EU Chips Act manufacturing money.
BE Semiconductor is a leading provider of assembly equipment for AI-optimized chips, benefiting directly from the AI boom.
DeepSeek reportedly plans to build its own AI chip as the Chinese startup looks to reduce its dependence on NVIDIA and Huawei ...
Andrew Sabisky is a self-described superforecaster. As one of Philip Tetlock’s devotees he claims to have an elite ...
For three years the AI boom ran on capability claims and vibes. This year it runs on invoices. An inference platform most ...
Fortunes, luxury buildings, and birthrates are rising in the city at the centre of Taiwan’s chip supply chain. — LAM YIK ...
Victoria Fernandez, Chief Market Strategist, Crossmark Global Investments, breaks down how to trim tech after its parabolic ...
The funds include one that invests in emerging market debt, one with exposure to commodity producers, and one that invests in ...
ASML remains a Hold as valuation is stretched well above its five-year average, despite robust chip demand and raised ...
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