In a relatively flat market, Ithaka's portfolio bested the R1000G, beating the index by 570bps (6.7% to 1.0%, gross of fees).

Samsung TSMC HBM base die outsourcing confirms a roughly 40-percentage-point yield gap between Samsung's SF2 gate-all-around ...

ASML Holding (ENXTAM:ASML) and TSMC announced a collaboration on next-generation FinFET 3D transistor technologies for ...

Software can be updated. Hardware cannot. Manipulation deep within a chip would be almost impossible to detect—and could ...

During the quarter The Ithaka Group initiated two new positions, Micron and Sandisk, and eliminated one position, Oracle.

Researchers have found that finetuning composition of microscopic layers could yield major performance improvements ...

They power our phones, cars, dishwashers—and the A.I. systems that prop up the economy. They’re also at the heart of fierce ...

A new paper demonstrating Grover's search on a room-temperature diamond processor may echo the transistor's takeover from ...

LRCX rose 5.00% to $277.14 from $263.94 the previous trading day Weiss Ratings assigns B- (Buy) Market cap is $330.30B with a ...

Applied Materials earned a 24.7% net margin and generated nearly $5.7 billion in free cash flow in fiscal 2025, and Intel recorded a small net loss and negative free cash flow in 2025 as it works on a ...

Samsung is reorganizing its next-gen DRAM and NAND flash memory research efforts under a dedicated “Core Team,” combining ...

Quantum hardware roadmaps at IEEE Quantum Week 2026. Xanadu, IonQ, QuEra and Microsoft aimed at a million qubits and met ...