The tightening of U.S. chip export controls on China has forced Chinese artificial intelligence developers such as DeepSeek ...

Investors in the technology sector share one common pain point across the board in today’s market: as the recently rolled-out ...

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

RB Advisors most recent paper The Mag 7 becomes the Mid 7 (I am 90 per cent certain Mr. Bernstein himself wrote it) talks ...

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

ASML, a crucial semiconductor supplier, has witnessed a significant market value decline due to U.S. export restrictions to ...

The semiconductor industry has faced a number of headwinds, from uncertainty around tariff policy in the U.S. and chip export ...

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 ...

AI is changing our lives in a 21st century industrial revolution powered by semiconductors, writes Anne Ashworth (pictured).

The pause reportedly comes in response to China's recent restrictions on key mineral exports to the U.S., and could ...

Nvidia shares jump on strong earnings, but fresh US criticism over China ties raises new challenges for the chipmaker.

One of the standout performers was ASML Holding, whose shares climbed 2.5% following Nvidia’s results, reflecting investor ...