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 ...
Raising Soitec's Uncertainty Rating to Very High on Weak Outlook and Structural Concerns
Soitec's photonics wafers are used for data center optical interconnections as higher communication speeds are needed. Soitec's manufacturing technology seems to be the only efficient and reliable way ...
Amtech Systems, Inc. (NASDAQ:ASYS) Q1 2025 Earnings Call Transcript
Q1 2025 Earnings Call Transcript February 5, 2025 Operator: Good day, and welcome to the Amtech Systems Fiscal First Quarter 2025 Earnings Conference Call. Please note that this event is being ...
Macworld4d
Apple’s M3 nightmare is coming to an end
The new M4 MacBook Air is coming “ relatively soon ” and for Apple, it may not be soon enough. It’s not that there’s anything ...