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ASML hits $550, but tariff uncertainties and CapEx cuts create risks. Discover why staying on the sidelines may be wise amid ...
In 2022, fearful as always of China's global economic ascent, the US enacted its first broad-based set of export restrictions ...
But you probably wouldn't have guessed another major reason is mirrors. More specifically, the insanely perfect mirrors ...
SMIC and Huawei are now working to bring a 5 nm node into scaled production but must do so ... Industry sources told me that, in early 2020, ASML was poised to ship EUV tools to China and that SMIC ...
The firm estimates that Apple may face around $39.5 billion ... of a pull-in of EUV shipments for TSMC in 2025 that may result in lower shipments in 2026. “We now forecast ASML’s sales to ...
The firm estimates that Apple may face around $39.5 billion in tariff costs, largely due to the company’s reliance on manufacturing in China and Vietnam. Nearly all iPhones sold in the U.S ...
The firm estimates that Apple may face around $39.5 billion in tariff costs ... and warned of a pull-in of EUV shipments for TSMC in 2025 that may result in lower shipments in 2026. “We now forecast ...
We sell different types of products and services to both investment professionals and individual investors. These products and services are usually sold through license agreements or subscriptions ...
Rapidus, a Japanese semiconductor firm aiming to mass-produce 2nm chips, commenced partial trial production at its facility on April 1, 2025. According to Rapidus president Atsuyoshi Koike, the ...