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 ...

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 overall Superscore of 99. It isn't a household name – it's ...

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.

That's why Taiwan Semiconductor Manufacturing Company (NYSE: TSM), or TSMC, and ASML Holding (NASDAQ: ASML) might be the two ...

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, ...

Baillie Gifford's Paulina McPadden says TSMC and SK Hynix hold near-monopoly positions in advanced chips that China cannot match due to export ...

AI infrastructure, memory supply, advanced packaging and US-China tech restrictions led this week's industry agenda. Below ...

A single Chinese headline erased weeks of gains from one of the semiconductor world's most irreplaceable companies, but Wall Street's most bullish analysts are treating the dip as a gift. Here is why ...