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KLA Corporation's AI-driven process-control demand is rising with 2nm, EUV, HBM and advanced packaging investments as rivals intensify competition.

AMD shares rose more than 6% and Intel surged nearly 8% on Thursday, Sept. 18, after the Fed's rate decision, as investors rotated back into AI-chip stocks beyond NVIDIA.

The S&P 500 Index ($SPX ) (SPY ) is down by -0.11% today, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down by -0.39%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +0.09%. December E-mini S&P futures (ESZ26 ) are down -0.15%, and December E-mini...

Steve Eisman thinks the real winners of the AI arms race are not the chip designers everyone is fighting over but the suppliers equipping both sides of the battle. Five stocks have already lapped Nvidia in 2026, and Eisman ranks them by who survives if the whole AI ecosystem cracks.

ASML's Installed Base Management sales surge 31.8%, fueled by upgrades and a growing EUV fleet, but sustaining growth hinges on customer demand.

AI demand has moved ASML's constraint from customer interest to manufacturing throughput.

Zacks.com users have recently been watching ASML (ASML) quite a bit. Thus, it is worth knowing the facts that could determine the stock's prospects.

Find insight on LG Display, OpenAI, Soitec and more in the latest Market Talks covering Technology, Media and Telecom.

Prime Minister Narendra Modi pitched India as a new global hub for semiconductor production on Thursday, urging technology firms to invest in what he called a "reliable" location.Amidst these challenges, the semiconductor industry also needs new and reliable locations," Modi said.

Sept 17 (Reuters) - European shares edged higher on Thursday, with risk sentiment getting a lift as crude oil prices continued to fall and a global bond selloff paused for breath after the U.S.

Samsung Electronics (KOSE:A005930) agreed a new collaboration with Mistral AI to deploy advanced on-premises AI models in chip manufacturing. The company expanded its partnership with ASML to include High NA EUV lithography for future memory and logic production lines. Samsung plans to use these AI and High NA EUV tools to support precision, security and efficiency in its semiconductor operations. The expanded AI work with Mistral AI and the closer ASML High NA EUV collaboration deserves...

Production planning is moving beyond demand validation toward the harder problem of expanding a precision manufacturing network.

ASML wins commitments from Samsung, TSMC for new chipmaking

ASML Holding (NasdaqGS:ASML) faces fresh scrutiny as leading AI researchers urge a slowdown in frontier model development in 2026. Several high profile AI lab heads and tech executives are publicly questioning the current pace of scaling compute hungry AI systems. Industry debate is centering on safety, regulatory oversight, and the rate at which new large scale data center capacity is built. This call from AI leaders to slow powerful model rollouts is important context to weigh against the...

Both ASML and TSMC crushed Q2 expectations, yet investors keep misreading what actually drives each business. The real story lives in two overlooked monopolies that most earnings headlines never touch.

ASML and TSMC both crushed their latest quarters riding the same AI wave, but only one of them wins no matter which chipmaker comes out on top. Figuring out which is the cleaner bet requires understanding exactly where each company sits in the supply chain.

The company aims to address AI infrastructure challenges and accelerate product development.

European stock indexes were in green across the board, as banks and AI-linked stocks recouped some of the week’s losses.

In the most recent trading session, ASML (ASML) closed at $1, indicating a +1% shift from the previous trading day.

ASML's $400 million lithography machine powers every cutting-edge AI chip on the planet, yet one stubborn physical constraint keeps chipmakers stitching together workarounds that quietly erode margins. The fix exists on paper, but the timeline creates a problem no one in the AI supply chain wants to talk about.

AI demand is not the constraint anymore; assembling enough irreplaceable EUV systems is.

ASML Holding N.V. (NASDAQ:ASML) is examining ways to produce more than 110 EUV lithography systems in 2028, according to JPMorgan analysts following a meeting with CFO Roger Dassen. The company is already nearly sold out for 2027 and expects to produce at least 80 EUV systems that year, meaning output above 110 in 2028 would […]

AMAT's AGS revenues hit a record $1.78 billion as demand for fab services rises, with growth expected to remain strong through 2026 and beyond.

ASML just shed over 14% in a month, and while the bears are pointing at stretched valuations and geopolitical exposure, the bulls see something the selloff is hiding about the world's only supplier of the machines that build every leading-edge chip on earth.

Here is how ASML (ASML) and Arrow Electronics (ARW) have performed compared to their sector so far this year.

Based on the average brokerage recommendation (ABR), ASML (ASML) should be added to one's portfolio. Wall Street analysts' overly optimistic recommendations cast doubt on the effectiveness of this highly sought-after metric. So, is the stock worth buying?

Lam Research and Applied Materials both posted blowout quarters riding the same AI capex wave, but only one of them moves in genuine lockstep with ASML as EUV adoption accelerates into the next node generation.

Shares of European semiconductor companies were mixed after a Monday selloff that was triggered by calls for a slowdown in the development of advanced artificial-intelligence models over safety concerns.

Japanese stocks were lower in early trade, weighed by concerns about the Iran conflict and higher energy costs.

(Updates with index/price moves and geopolitical news from the first paragraph.) US equity indexe