ASML and AMAT Seen Leading Semiconductor Manufacturing Equipment Market Growth Though Trump Could Get in the Way
The global semiconductor manufacturing equipment market is seen growing by around 50% over the next years, with Applied Materials (AMAT), ASML ...
ASML: 2025 Guidance May Have Overlooked An Unlikely But Significant Event
ASML Holding has seen its share price decline by over 30% since its all-time highs in July last year. See why I rate ASML ...
Chatham House4h
Trump is pushing Europe and China closer together. Europe should tread carefully
A more pragmatic relationship with China could offer opportunities for Europe to chart a more independent course. But it is not without risk.
Intel, AMD, and ASML Stocks Fall. Chip-Curb Fears Are Spooking Investors.
The Trump administration wants to beef up existing restrictions on chip exports to China, according to a report.
Trump Ratchets Up the Pressure on China’s Tech Industry
Donald Trump is working on tighter curbs on China’s chip industry and is pressing key US allies to escalate their ...
Huawei Boosts AI Chip Production Despite Taiwan Semi And ASML Ban, Aims to Challenge Nvidia In China
Huawei has boosted yield of AI chips to 40%, becoming profitable for the first time. It aims to reach 60% yield, while facing ...
Trump wants tighter AI chip export restrictions but may face staffing shortage and other issues
Trump's administration believes restrictions on AI processors exports are not strict enough for close allies, also plans to ...
ASML: Factoring In Every Possible Scenario - Potential Outweighs Downside
ASML is the dominant player in the lithography equipment market. See why I maintain my strong buy rating for ASML stock.