One of the sources said the White House is also frustrated by companies that accepted CHIPS Act subsidies and then announced significant overseas expansion plans, including in China. The law ...

Applied Materials forecast second-quarter revenue below market estimates on Thursday, expecting escalating geopolitical ...

These customized levies, expected to be finalized by April, are designed to rebalance trade relationships and target unfair ...

Q4 2024 Management View CEO Rob Willett highlighted the integration of Moritex, Cognex's largest acquisition, which contributed positively to adjusted EPS in 2024. He emphasized advancements in ...

The White House is seeking to renegotiate U.S. CHIPS and Science Act awards and has signaled delays to some upcoming ...

DeepSeek’s R1 model uses inference to generate output without needing high-power chips, making Chinese-produced chips a a ...

Ferrotec Holdings is undervalued despite benefiting from China's semiconductor push, AI growth, and data center expansion.

We expect GAAP gross margin to increase from 28% in 2023 to about 35% by 2029 as the firm should be able to increase utilization in its fabs. This level of gross margin is comparable with ...

The Financial Times warns that Korean companies, caught between U.S. Micron in the high-end market and CXMT in the low-end market, face a "nutcracker" situation in both technology and price ...

The advent of DeepSeek has upended the global AI hierarchy, with the potential consequence of further digital fragmentation ...

Nexo expert breaks down the market's reaction to Trump tariffs, including what to expect in the future and where the industry can benefit.

China's purchases of chipmaking equipment are set to decline this year after three years of growth, as the industry grapples ...