Chip Equipment Stocks Gain Traction as AI Demand, TSMC's Capex, and Semiconductor Expansion Drive Valuations
Semiconductor equipment companies ASML Holding, Applied Materials, KLA Corp, and Lam Research Corp have benefited from the AI boom, driven by TSMC's strong capex plans and advanced process ...
Raising Soitec's Uncertainty Rating to Very High on Weak Outlook and Structural Concerns
Soitec's photonics wafers are used for data center optical interconnections as higher communication speeds are needed. Soitec's manufacturing technology seems to be the only efficient and reliable way ...
Tokyo Electron Plans Expansion Despite AI Spending Doubts
Tokyo Electron Ltd. reaffirmed its annual outlook and outlined plans to build a ¥104 billion ($681 million) plant, suggesting ...
Macworld16h
Apple’s M3 nightmare is coming to an end
The new M4 MacBook Air is coming “ relatively soon ” and for Apple, it may not be soon enough. It’s not that there’s anything ...