TSMC management has indicated enormous AI opportunity for its foundry business, particularly for GPUs and ASICs. See why I ...

ASML is the only supplier of EUV (extreme ultraviolet) lithography systems that allow the likes of TSMC to manufacture such advanced chips, which are now being used for powering AI data centers ...

Strong Q4 results, stable 2025 guidance, and long-term projections reinforce ASML’s leadership. Read what makes ASML stock a ...

However, wider adoption of these machines is likely years away. TSMC has indicated it doesn't currently need high-NA EUV technology to manufacture current-generation high-end chips. ASML ...

Fujifilm ranks fifth globally in photosensitive semiconductor materials and it supplies major chipmakers like TSMC and Samsung. It is also one of five makers of ultra-pure EUV photoresists along ...

Nvidia's GPUs remain the best solutions for AI training, but Huawei's own processors can be used for inference.