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 ...
China’s growing AI capabilities were well known to the AI research community and even to the interested public.
The release of the Chinese DeepSeek-R1 large language model, with its impressive capabilities and low development cost, ...
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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 ...
As many observers remarked, in Taiwan Trump’s tariff threats simply make the US look unreliable and unwilling to care about ...
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Japan logs record $193 billion current account surplus in 2024Japan posted a current account surplus of 29.26 trillion yen ($193 billion) in 2024, a record high, driven by its highest-ever returns on foreign investments amid a weak yen and a decline in the trade ...
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