MarketBeat on MSN18h
Lam Research: Is a NAND Upgrade Cycle the Next Growth Catalyst?
Shares of semiconductor equipment maker Lam Research (NASDAQ: LRCX) are off to a hot start in 2025. Around half of the stock's 15% gain on the year came the day after its full-year 2024 earnings ...
Digi Times5h
Decoding Taiwan-US semiconductor trade ties (Part 2): TSMC's fast track to US 2nm production
In 2025, Taiwan's total export value reached US$475.07 billion—its second-best performance since 2022. Over the past two ...
Taiwan's legacy chip industry contemplates future as China eats into share
Chinese companies dramatically increased legacy chip production capacity in recent years. By 2027, China's share is projected ...