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Since taking over as CEO in March, Tan has focused on shedding non-core assets. In April, Intel agreed to sell a 51% stake in ...
ASM has distributed growing dividends since 2012, with the most recent dividend being EUR 3.00 per share for fiscal year 2024. We expect ASM will maintain a net cash position and use free cash flow to ...
ASMPT provides investors with exposure to long-term high-growth themes such as the proliferation of semiconductors in autos and industrial “Internet of Things” as well as artificial intelligence, or ...
AI chip sales to China resume; TSMC accelerates U.S. production; Synopsys-Ansys done deal; Chinese espionage; Nikon's new litho system; SiC, GaN buildout; CPO market; rowhammer attack on GPUs; Q2 ...
Samsung is focusing on substance over speed for its next-gen 2nm process, 'preparing for a 3-4 year long-term competition ...
Intel is scheduled to report second-quarter results after the closing bell Thursday, with analysts tracked by Visible Alpha ...
Following the market sell-off, ASML shares trade at a forward price-to-earnings (P/E) multiple of 27x based on 2025 analyst estimates. With nearly no competition for EUV lithography and growing demand ...
In many cases, stock picking is a really important part of the investing process – but sometimes you can literally just throw darts at a theme. There’s one such theme at the moment.
Nvidia, TSMC, and ASML are all great long-term plays on AI infrastructure. Alphabet should not be overlooked for what the ...
ASML Holding remains a Hold as valuation concerns, tariff impacts, and supply chain risks weigh on growth prospects. Learn ...
The company warned that it could no longer guarantee growth in 2026, overshadowing what was otherwise a strong quarter.
The world’s largest contract chip manufacturer TSMC, reported better-than-expected results as AI chip demand has been boosting the company's sales.
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