Applied Materials (AMAT) shares slipped 2.5% in extended trading on Thursday even after the semiconductor equipment maker reported fiscal third-quarter results and guidance that topped Wall Street's ...

ASML(NASDAQ: ASML) and Taiwan Semiconductor Manufacturing(NYSE: TSM) occupy two of the semiconductor industry's hardest-to-replace bottlenecks. One supplies the machines, while the other delivers ...

ASML and TSMC control two of the hardest bottlenecks in the global semiconductor industry: the machines required to manufacture leading-edge chips and the expertise required to produce those chips at ...

Jim Cramer is hosting a semiconductor-focused call Thursday, and the AI capex cycle is running hotter than any point in the last two years. Five names define the trade right now, but one of them just ...

Zeiss, the German optics maker whose mirrors are critical to ASML Holding N.V. (NASDAQ:ASML)’s most advanced chipmaking machines, said this week that it’s confident it has the capacity to handle ...

The machines behind every advanced artificial intelligence chip in production come from one company, and its stock just dropped 18% in a single month. If you hold shares in any AI company, this Dutch ...

For the month of July, TSMC reported net revenue of NT$467.58 billion (roughly $14.5 billion), up 44.7% year over year and up 5.6% sequentially. This suggests the company is on track to exceed Wall ...

Of the 3,000-plus companies we monitor in The Motley Fool's Rule Breakers Primary database, exactly one tops the list with an ...

Favors domestic equipment suppliers, such as Naura Technology and AMEC, and provides context needed to understand China’s newly-announced immersion DUV systems.

Intel stock was down after it said it plans to issue 210.5 million shares at a price of $95 a share but ASML was gaining.

Last month, Intel boosted its capital expenditure forecast for the year from $18 billion to more than $20 billion. Chief ...

ASML has never shipped a single EUV system to China, and it was officially barred from selling those advanced systems to Chinese chipmakers in 2018. It was still allowed to sell DUV systems in China, ...