The hardest part to replicate is the optics. EUV-grade mirrors are produced by a single supplier: Carl Zeiss SMT. They are ...

We recently published 15 Fresh Stocks Jim Cramer Discussed. ASML Holding N.V. (NASDAQ:ASML) is one of the stocks Jim Cramer ...

Following a tumultuous 2025, the stock has increased by nearly 16% during the first week of January, driven by numerous ...

The semiconductor stocks have enjoyed another big leg higher to start the year. With unprecedented AI demand and aggressive ...

Applied Materials AMAT and ASML Holding ASML are two key players in the semiconductor equipment market serving the chip ...

TSMC just committed $56 billion to AI chip manufacturing capacity. That’s not money disappearing into factories. It’s money ...

ASML Holding pushes High-NA EUV into fabrication, replacing DUV multi-patterning and powering sub-2nm logic and DRAM as EUV ...

Taiwan Semiconductor Manufacturing (NYSE: TSM) recently reported a blowout quarter, sending its stock higher. However, it's ...

DRAM super cycle, High-NA EUV ramp, margin gains, and valuation upside. It expects significantly lower China demand in 2026.

ASML Holding is known for having too conservative guidance for long-term revenue. See why I feel ASML stock is a short-term ...

Hit $500B market cap Thursday, surging 7% after TSMC earnings. RBC initiates Outperform rating with $1,550 target on AI ...

According to Bernstein analysts, the upgraded capex guidance is “great news" for the entire semiconductor equipment space, ...