We came across a bullish thesis on ASML Holding N.V. (ASML) on Monopolistic Investor’s Substack. In this article, we will ...

Semiconductor stocks have struggled since last summer, with the SMH ETF underperforming the broader market and several individual names experiencing sharp corrections—a familiar pattern in this highly ...

Taiwan Semiconductor Manufacturing Co (2330.TW), the world's largest contract chipmaker, is still assessing when it will use ...

ASML & peer chipmakers considering ASML's high NA machines for advanced tech nodes, but TSM disapproves due to price. Intel ...

ASML’s new $400 million chip colossus transforms how semiconductors are made. CNBC got the first-ever on-camera look at the ...

Huawei is working with Semiconductor Manufacturing International Corp on an advanced 3nm chip, with mass production expected ...

The strategic importance of advanced chip manufacturing has made it a ... chokepoints centered around TSMC’s process leadership and ASML’s equipment monopoly are not easily bypassed in the ...

Despite its unmatched position in the chipmaking process, ASML is trading at just 28x ... the most critical and complex steps in advanced chip manufacturing. Its tools are deeply embedded in ...