News — AI supercycle headlines

24/7 Wall St.2d agoneutral

KLA Is Gaining Share as AI Chip Complexity Drives Up Yield Costs

KLA (KLAC) is not like other semiconductor equipment companies, and that difference is becoming more important as AI drives a shift in how chips are manufactured. Specifically, KLAC primarily designs and sells “metrology and inspection” equipment. These are very different from the “processing” equipment from companies including Applied Materials (AMAT), Lam Research (LRCX), or Tokyo ... KLA Is Gaining Share as AI Chip Complexity Drives Up Yield Costs

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Investing.com6d agoneutral

Apple outlook; oil holds gains; yen in focus – what’s moving markets

Tim Baker, a macro strategist at Deutsche Bank, said he is not convinced the pair "will keep falling or even stay here for long," he argued.

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InvestorsHub6d agoneutral

Markets Edge Higher as Apple Outlook Lifts Sentiment, Oil Holds Firm: Dow Jones, S&P, Nasdaq, Wall Street Futures

U. S. equity futures ticked higher following record closes on Wall Street, as investors weighed upbeat corporate earnings signals against mounting geopolitical risks and currency volatility.

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The Wall Street Journal9d agoneutral

Taiwan Court Hands Down Prison Sentences Over Leaks of TSMC Trade Secrets

A Taiwanese court on Monday sentenced a former Taiwan Semiconductor Manufacturing employee to 10 years in prison over the theft of trade secrets.

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Associated Press10d agoneutral

Taiwan court sentences ex-Tokyo Electron staff to 10 years in TSMC trade secrets case

A court in Taiwan sentenced a former employee of Japanese computer chip equipment maker Tokyo Electron to 10 years in prison on Monday in a landmark case over trade secrets of the island’s leading chipmaker TSMC. Tokyo Electron was also fined 150 million new Taiwan dollars ($4.8 million) and four other people were sentenced to up to six years in jail. The heavy sentencing under Taiwan’s national security act and other statutes underscores Taiwan's efforts to protect the self-ruled island’s advanced technology and semiconductor sector, which are vital for its export-oriented economy as artificial intelligence booms.

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Simply Wall St.18d agoneutral

Tokyo Electron (TSE:8035) Valuation Check After 130% One Year Total Return

Tokyo Electron: recent performance snapshot Tokyo Electron (TSE:8035) has been on many watchlists after a strong 1 year total return of 130%, alongside revenue of ¥2,387,117m and net income of ¥503,130m from its semiconductor equipment business. See our latest analysis for Tokyo Electron. The share price at ¥44,010 has seen a 12% 1 month share price return and 19% year to date share price return, while the 1 year total shareholder return of 130% points to strong recent momentum despite short...

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The Wall Street Journal20d agoneutral

Stocks to Watch: TSMC, Abbott Laboratories, Nvidia, Netflix

🔎 Taiwan Semiconductor Manufacturing (TW:2330, (TSM): The world’s largest contract chip maker beat profit expectations and raised its revenue outlook for the year, in a sign of strong demand for AI chips despite uncertainties from the war.

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