ASML

ZEISS SMT CEO: China 15 Years Behind in Top Chip Tools

Frank Rohmund, CEO of Zeiss SMT, a key supplier to ASML's EUV lithography machines, sayd he expects that Beijing will need 15 years to develop EUV lithography machine, and additional export controls will only accelerates innovation in China. He speaks with Bloomberg's Stephen Engle on the sidelines of Semicon Taiwan.

Why Is Ichor Holdings (ICHR) Down 27.4% Since Last Earnings Report?

Ichor Holdings (ICHR) reported earnings 30 days ago. What's next for the stock? We take a look at earnings estimates for some clues.

Should You Buy, Sell or Hold AMAT Stock After a 72.5% YTD Rise?

Applied Materials' AI exposure, broad portfolio and capacity expansion fuel growth, but its premium valuation raises the stakes.

Onto Innovation (ONTO) Unveiled Dragonfly G5 At SEMICON Taiwan 2026

Onto Innovation (NYSE:ONTO) showcased its latest process control solutions at SEMICON Taiwan 2026, highlighting the new Dragonfly G5 system for advanced node logic and memory applications. The Dragonfly G5 platform is aimed at improving defect inspection, yield, reliability, and cost-of-ownership for semiconductor manufacturers working at cutting edge geometries. Onto Innovation used the event to outline how its advanced process control portfolio targets challenges in high volume chip...

Lam Research Corporation (LRCX) is Exploring Growth Opportunities in the Semiconductor Equipment Market

Artisan Partners, an investment management company, released its second-quarter 2026 investor commentary for the “Artisan Global Opportunities Strategy”. The letter can be downloaded here. Global equities rebounded sharply during the quarter, with the MSCI ACWI Index returning 15.3% as resilient economic growth, strong corporate earnings, and continued enthusiasm around artificial intelligence supported markets despite persistent […]

PANW Q4 Earnings Beat Estimates on Platformization Strength

Palo Alto Networks' Q4 earnings beat estimates as revenues rise 34%, fueled by broad platform growth, record adoption and a 63% jump in NGS ARR.

Kulicke and Soffa (KLIC) Forms 'Hammer Chart Pattern': Time for Bottom Fishing?

Kulicke and Soffa (KLIC) witnesses a hammer chart pattern, indicating support found by the stock after losing some value lately. This coupled with an upward trend in earnings estimate revisions could mean a trend reversal for the stock in the near term.

4 Stocks to Buy Now to Ride the AI Data Center Spending Boom

NVIDIA, Micron, SanDisk and Lam Research offer four ways to ride the AI data center boom across chips, memory, storage and equipment.