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ASML and TSMC both crushed their latest quarters riding the same AI wave, but only one of them wins no matter which chipmaker comes out on top. Figuring out which is the cleaner bet requires understanding exactly where each company sits in the supply chain.
The company aims to address AI infrastructure challenges and accelerate product development.
South Korea must continue advancing artificial intelligence without pause or delay, its deputy prime minister said on Wednesday, striking an unequivocal tone in a growing global debate about the pace of development for the technology.
Samsung makes a bizarre move in a promotion for the Galaxy Z Fold 8.
South Korea's grid cannot keep up with the AI memory factories SK Hynix is racing to build, and the question of who pays to fix that is now holding up one of the most critical supply chains in semiconductors.
ASML Holding N.V. (NASDAQ:ASML) is examining ways to produce more than 110 EUV lithography systems in 2028, according to JPMorgan analysts following a meeting with CFO Roger Dassen. The company is already nearly sold out for 2027 and expects to produce at least 80 EUV systems that year, meaning output above 110 in 2028 would […]
Anthropic is closing in on a public valuation that would place it among the most valuable companies on Earth, yet a single glaring vulnerability in its business model has investors questioning whether that number makes any sense at all.
Micron stock has stabilized following an AI slowdown panic but it still has to deal with union demands in Taiwan.
Micron stock has stabilized following an AI slowdown panic but it still has to deal with union demands in Taiwan.
The Eindhoven-based startup is designing low-power chip systems for AI inference and aims to begin commercial deployments in 2028
Samsung’s latest Galaxy price hike may be hard to defend.
Samsung rejected a massive electricity prepayment proposal as Korea confronts the power demands of expanding semiconductor production.
High-NA adoption strengthens the technology roadmap, but customers must justify a much larger equipment bill.
Apple Inc.’s latest iPhone Duo is set to capture 24.8% of the foldable smartphone market by 2026, making it the second-largest brand in the sector, TrendForce reported. The report, released on Thursday, predicted that iPhone Duo shipments will reach about...
Apple Just Entered the Foldable War. Gurman Says Its New iPhone Could Transform the Market
Ahead of the bell US stock futures sank on Monday after the two leading frontier artificial intelligence companies called for an industrywide slowdown in AI development, sending tech stocks tumbling. Futures on the tech-heavy Nasdaq 100 fell 1.5%, led by losses in chip stocks including...
↘️ Nvidia (NVDA), Intel (INTC), Marvell Technology (MRVL): Chip stocks slid premarket after leaders of the biggest AI companies called to slow development of the technology, raising questions over chip demand.
Asian and European chip stocks tumbled Monday after leaders of the world’s biggest artificial intelligence companies called for the industry to slow development of the technology for safety reasons. Nvidia and Intel are down in premarket trading.
Apple's new foldable smartphone could be a strong growth driver.
Investing.com -- South Korea’s expanded espionage law took effect on Sunday, broadening criminal offences beyond acts benefiting North Korea as Seoul seeks stronger protections against leaks of semiconductor and other strategic technologies, Reuters reported.
Broadcom commands a premium valuation on its diversified reach, while Micron offers a bargain on pure memory exposure. Customer concentration and geopolitical risks complicate both bets.
The iPhone Duo is the biggest hardware upgrade for Apple since the original iPhone. It’s destined to be a global hit and spur excitement around foldables.