Broader uptake of ASML’s latest high-end lithography machines can help revive revenue and reverse the stock’s selloff.

SMIC’s stock rally shows – at least to mainland investors – that China can build a self-sufficient semiconductor ecosystem.

ASML Holding dominates EUV lithography, key for AI and 5G. See why ASML stock remains a strong buy for long-term investors ...

In 2024, companies poured money into Artificial Intelligence infrastructure in a bid to outpace each other in the AI race.

ASML is an assembler, sourcing the highest-quality parts from suppliers to build its lithography machines. This allows the firm to maintain cost flexibility in the cyclical semiconductor industry, a ...

ASML's pullback offers buying opportunity for long-term investors, with EUV lithography leadership and strong revenue ...

ASML, the Dutch semiconductor equipment leader, faced a challenging 2024 as slowing demand and geopolitical tensions weighed ...

Despite a downbeat earnings result in the third quarter, ASML may see an acceleration in its sales growth in 2025 due to the ...

The stock market has done incredibly well in 2024 and the S&P 500 is up 25% year to date. Rather than viewing AI as a ...

Impax Asset Management, an investment management company, released its “Impax Global Environmental Markets Fund” third ...

Both Applied Materials and ASML supply critical equipment for AI microchip manufacturing. Applied Materials enjoyed five ...

Stephen is sharing a recent edition of his Rational Optimist Diary on nanotech and nuclear fusion. An incredibly bright ...