We came across a bullish thesis on ASML Holding N.V. (ASML) on Substack by Kontra Investments. In this article, we will ...
Chinese electronics giant Huawei is testing elements for an extreme ultraviolet (EUV) lithography machine at its Dongguan ...
ASML leads the lithography market with solid growth and pricing power. Read why ASML stock’s 14% IRR and $923 target reflect ...
SMIC 5nm 2025 efforts face yield and cost issues, but China’s semiconductor ambitions are pushing ahead despite lacking key technologies.
Taiwan launched a probe into China's largest SMIC, which is suspected of illegally recruiting local employees.
As US export controls tighten on advanced semiconductor technologies, Shenzhen-based SiCarrier unveiled new 5nm-capable ...
China can use domestically developed tools to make advanced semiconductors, countering U.S. curbs on Beijing's access to high ...
Few would expect the future of artificial intelligence to depend on Eindhoven, a quiet Dutch town. Yet just beyond its borders sits the headquarters of ASML, the only company that makes the machines, ...
ASML's Q4 results exceeded expectations, with €9.3 billion in sales and a €36 billion order backlog. See why I reiterate my ...
When investing in artificial intelligence, it’s easy to feel drawn toward the most talked-about name in the market—Nvidia. It ...
Researchers at the Chinese Academy of Sciences (CAS) have developed a solid-state deep ultraviolet (DUV) laser that emits 193nm light in lab conditions—a wavelength critical for semiconductor ...