Rising Complexity and Development Costs of Chip Manufacturing Drive Tokyo Electron's Sales Growth
Tokyo Electron is in a fairly strong financial position. The company has no debt and typically maintains a substantial cash position on its balance sheet, which we believe is appropriate for chip ...
Digi Times6h
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 ...
Digi Times1d
TSMC tightens restrictions on Chinese IC firms in line with US semiconductor controls
Taiwan Semiconductor Manufacturing Company (TSMC) has reportedly implemented new shipment restrictions on Chinese IC design ...
Manufacture the Impossible: SAEKI Raises $6.7M to Transform Large-scale Manufacturing
Founded at ETH Zürich, SAEKI combines cutting-edge manufacturing technologies with deep industry expertise to deliver ...
Nikon Corporation (NINOY) Q3 2025 Earnings Call Transcript
Q3 2025 Earnings Conference Call February 6, 2025 1:00 AM ETCompany ParticipantsYasuhiro Ohmura - Director and Senior ...
Why KLA Corporation (KLAC) Is Skyrocketing So Far In 2025?
In addition, KLA Corporation (NASDAQ:KLAC) now expects 2025 revenue growth of ~20%, up from prior estimates, as foundry/logic ...
2 obscure clean energy metals are caught in the crosshairs of the US-China trade war
After a Chinese export ban, can America get gallium and germanium from Canada — or will tariffs get in the way?
ジャパンタイムズ2d
Cabinet approves bill to fund Rapidus semiconductor production
Prime Minister Shigeru Ishiba’s Cabinet approved a bill Friday designed to allow the government to invest in Tokyo-based ...
JD Supra3d
Hic Sunt Dracones: Biden’s BIS Issues Last Minute Export Controls, Most of Which Appear to Escape Trump’s Regulatory Freeze
In the last few days of the Biden Administration, the U.S. Department of Commerce’s Bureau of Industry and Security (BIS) issued a flurry of ...
Taiwan Semiconductor Manufacturing Company (TSM): Leading the AI Chip Race with 1nm Process
We recently published a list of 12 AI News and Ratings Investors are Keeping Their Eye On. In this article, we are going to take a look at whereTaiwan Semiconductor Manufacturing Company Limited (NYSE ...
American Association of Individual Investors3d
Which Is a Better Investment, Entegris, Inc. or MACOM Technology Solutions Holdings, Inc. Stock?
Learn more about whether Entegris, Inc. or MACOM Technology Solutions Holdings, Inc. is a better investment based on AAII's A+ Investor grades, which compare both companies' key financial metrics.
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 ...