Intel on Monday said that the first two cutting-edge lithography machines from ASML Holding are "in production" at its ...
Intel announced that its new ASML lithography machines are now in production, after a 7-year delay, to produce smaller and ...
Needham analyst reiterates Buy on TSM with $225 price target. Potential acquisition of Intel Foundry could negatively impact ...
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Taiwan Semiconductor's Robust Earnings, Capex Outlook Boost ASML, Applied Materials, And Other Stocks: Retail Turns Extremely BullishTaiwan Semiconductor Manufacturing Co. (TSM) posted robust earnings. ASML, AMAT, and KLAC’s shares gained between 6% to 7% in mid-day trade on Thursday. TSMC’s U.S.-listed shares, too ...
Of course, ASML is not risk-free. The chip industry's reliance on Taiwan means that an escalating Taiwan conflict could impact ASML severely. In case the AI trend were to end (I believe this is ...
However, until alternate products emerge, investors should assume ASML remains dominant. Indeed, it has competitors such as Samsung and Intel. Also, a heavy concentration of facilities in Taiwan ...
We see room for incremental Taiwan Semiconductor Manufacturing TSM orders to show up in ASML’s books during 2025. This is supported by Taiwan Semiconductor’s strong capital expenditure ...
ASML Holding is scheduled to report results for ... citing an increase in bookings from Taiwan Semiconductor Manufacturing Co. as well as the prospect that Samsung Electronics might soon be ...
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