Samsung halts fab orders, deliveries slow, China restrictions continue – but company expects Beijing sales bounce ...

From 2023 to 2026, analysts expect TSMC's revenue to grow at a CAGR of 25% as its earnings per share increase at a CAGR of 27%. Fortune Business Insights expects the global semiconductor market to ...

ASML Holding NV (0QB8 – Research Report), the Technology sector company, was revisited by a Wall Street analyst today. Analyst Didier ...

Samsung has delayed taking delivery of ASML chipmaking equipment for its Taylor, Texas fab, further pushing back operations ...

TSMC’s earnings highlight foundry economics and the importance of AI; meanwhile ASML and TSMC both give evidence that CPUs ...

Despite annual growth, ASML's earnings and net bookings fell short of estimates, with the weakest revenue growth in nearly a ...

There’s a growing divide in the $530 billion semiconductor industry between the companies that are riding the artificial intelligence wave and those that aren’t. And looking at the early returns from ...

Nicolai Tangen's $2 trillion oil fund holds billions in AI companies, but he thinks they're emerging as a key risk area.

ASML's deeply cyclical earnings and historical price patterns suggest buying only after a -50% drawdown. Find out my ...

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In an interview with CNBC on October 14, Michael Kantrowitz, Chief Investment Officer at Piper Sandler noted that while the ...

Stock Advisor provides investors with an easy-to-follow blueprint for success, including guidance on building a portfolio, ...