Lam Research's SWOT analysis: semiconductor equipment giant faces market shifts
Lam Research Corporation (NASDAQ:LRCX), a leading supplier of semiconductor manufacturing equipment with a market capitalization of $104 billion, finds itself at a critical juncture as the industry ...
ASML Q4 Earnings: Strong Quarter, Strong Buy
Overall, ASML Holding N.V. reported a very strong Q4 and set the stage for a promising fiscal '25 performance. Learn more ...
China years behind ASML’s chipmaking machines, CFO Dassen says
Chinese companies have made technological leaps that have surprised observers despite attempts by the US to stifle Beijing’s ...
ASML Q4: Anticipating Strong Growth Despite China Normalization
I reiterate a 'Buy' rating for ASML with a one-year target price of US$864 per share, driven by AI's continued growth.
ASML CEO makes case that DeepSeek is positive for chip demand
Christophe Fouquet said that perceptions of AI spending are skewed by the massive investments being made by "hyperscalers" - ...
Semiconductor Packaging News22h
AI boom gives ASML unexpected boost
Despite a dip in annual net profit, ASML maintained its 2024 sales forecast. China accounted for 27% of Q4 sales but is expected to decline. Market jitters over China’s DeepSeek AI model and U.S.
DeepSeek’s deep impact and Australia’s mineral conundrum
Beneath the fertile farmlands of Victoria in south-east Australia lie deposits of mineral sands that miners and politicians are keen to tap for rare-earth elements, ingredients in everything from EV ...