Applied Materials AMAT is benefiting from rising demand for AI infrastructure, with its Logic and DRAM businesses gaining traction. Since AI operations need both logic chips to process AI workloads ...
Applied Materials targets fast growth in logic, DRAM and HBM through 2026, riding on GAA, hybrid bonding and AI-driven memory demand.
Investing.com -- VAT Group AG (SIX:VACN) reported on Tuesday that full-year sales rose 14% to CHF 1.07 billion in 2025 as demand for semiconductor equipment strengthened late in the year, although ...
Samsung is teaming up with Nvidia to launch a next-generation AI megafactory integrating real-time intelligence across chip ...
These companies can pleasantly surprise investors in 2026.
Imec, a leading semiconductor research company based in Belgium, today announced a series of chipmaking breakthroughs at its joint lab with ASML. The lab opened its doors in June with the aim to ...
When a company beats on every major financial metric and then raises the bar even higher, investors tend to pay attention.
ASML Holding’s ASML margin trajectory is increasingly linked to the pace of extreme ultraviolet (EUV) adoption across logic and DRAM manufacturing. EUV tools are among the most complex systems in the ...