Export controls on Nvidia's H20 chips to China, resulting in $5.5 billion in charges ... Moreover, it's simply too late in the game for competitors to emerge in a meaningful way. ASML, Lam Research, ...

Following the market sell-off, ASML shares trade at a forward price-to-earnings (P/E) multiple of 27x based on 2025 analyst estimates. With nearly no competition for EUV lithography and growing demand ...

Applied Materials leads AI chipmaking with strong earnings, rising demand, and undervaluation as key catalysts emerge. Find ...