Suppose part of your job is to decide which foundry is going to build your chips. Right now, if you need advanced semiconductors, you have only two possibilities, TSMC and Samsung Foundry. But if you ...

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

Applied Materials' balance sheet is strong, with a net cash position and long-dated debt maturities. It also generates good free cash flow, most of which it sends back to shareholders. Applied ...