Jefferies expects the wafer fabrication equipment market to reach up to $200B in 2027 and about $220B in 2028, potentially ...

AI investment doesn’t end with data-center hardware and code. Some of it travels back up the chain to the firms that make chip production machinery. Today’s AI chips have moved well beyond being one ...

The chipmaking equipment boom has supercharged growth for both companies, and their prospects suggest further upside in their stock prices.

Elon Musk’s idea of fusing Tesla with SpaceX into a single US$3.6tn giant has thrown a spotlight on who actually builds and ...

Semiconductor equipment stocks are giving back ground after a strong year powered by artificial intelligence (AI) spending. Applied Materials (NASDAQ:AMAT | AMAT Price Prediction) stock is at $461.91, ...

Elon Musk says ASML and other semiconductor equipment suppliers are expediting deliveries for Terafab, as Tesla and SpaceX ...

In 2026, as the explosive adoption of generative AI intersects with the second Trump administration's 'America First' policy, ...

Be Semiconductor Industries stock rose more than 8% after Applied Materials said it would increase its stake in the company ...

Tokyo Electron controls an almost incomprehensible share of the global photoresist track equipment market, yet a small New ...

Global sales of total semiconductor manufacturing equipment by original equipment manufacturers are forecast to set a new industry record, reaching $109 billion in 2024, growing 3.4% year-on-year, ...

For semiconductor stocks, 2022 has gone from bad to worse, and it’s been a real problem for the broader market. Heading into October the stocks of semiconductor companies, whose chips go into ...