ASML reported total net sales of EUR7.7B in Q2 2025, above the upside guidance with 53.7% gross margins. Check out why I rate ...

ASML Holding N.V. dominates advanced lithography tools, powered by AI-driven chip demand. Click for my updated look at ASML stock and why I remain bullish.

Overview ASML’s monopoly in EUV technology positions it as the strongest near-term growth play in the semiconductor ...

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Investors are discounting ASML and Alphabet stocks at the moment. ASML may struggle with tariffs but is poised to succeed over the long haul in artificial intelligence. Alphabet is boosting its growth ...

The AI revolution is in full swing, representing the single largest driver behind stock market performance. Dr James Fox ...

Over the past decade, Intel's foundry capabilities have fallen behind those of its biggest competitor, Taiwan Semiconductor Manufacturing (NYSE: TSM). As a result, in the risks section of its 10-Q, ...

Upcoming tariffs of 100 per cent on foreign-made semiconductors are creating further uncertainties for the second half of ...

Eighteen years ago, things were not looking good for EUV. EUV is not shaping up as a method for making next generation ICs, and maybe not even for the subsequent generation, the 2007 System and SoC ...

Tesla just signed a contract with Samsung to make its AI chips, as it looks for alternative suppliers to the Taiwanese giant ...

The journey of a chip starts with ordinary quartz-rich sand that contains silicon dioxide. It's heated and refined into pure ...

These companies have the hot Q2 earnings results that could give their share prices momentum over the second half of this ...