A major investment bank says shares in ASML, a Dutch company that makes equipment for computer chip factories, could jump as ...

ASML's stock price got a nice shot in the arm following TSMC's latest quarterly report.

India’s semiconductor ambitions received a major boost as Union Electronics and IT Minister Ashwini Vaishnaw confirmed that ...

AI spending is expected to stay elevated in 2026.

TSMC just committed $56 billion to AI chip manufacturing capacity. That’s not money disappearing into factories. It’s money ...

The hardest part to replicate is the optics. EUV-grade mirrors are produced by a single supplier: Carl Zeiss SMT. They are ...

Is ASML fairly valued? Test your thesis with our free DCF calculator. The spending increase comes as AI demand continues ...

[AMSTERDAM] ASML, the world’s biggest maker of equipment used to manufacture computer chips, crossed US$500 billion in market ...

ASML hits $500B valuation as TSMC raises capital spending, fueling semiconductor equipment growth amid booming AI chip demand ...

ASML stock fell 3.3% Monday after Trump threatened 10% tariffs on NATO countries including the Netherlands, reversing recent ...

DRAM super cycle, High-NA EUV ramp, margin gains, and valuation upside. It expects significantly lower China demand in 2026. See more here.