We believe ASML will remain the top lithography equipment provider in semiconductor foundries for the next two decades. TSMC, Intel, and Samsung redesigned their fabs a decade ago to make them ...

We think 2026 will be another year of staying with what works and avoiding what hasn’t, namely companies with negative ...

Caterpillar is piloting Cat AI, a system of AI agents in one of its excavators built on Nvidia's physical AI platform.

ASML Holding ASML shares have surged 58.2% in the past six months, outperforming the Zacks Computer and Technology sector’s ...

Investment management company Ave Maria recently released its “Ave Maria Growth Fund” third-quarter 2025 investor letter. A ...

Companies and governments invested heavily in onshoring fabs and facilities over the past 12 months as tariffs threatened to ...

“We upgrade ASML to Buy with a revised target price of €1,250/$1,500 ADR on 30x FY27E PER from Sell (TP: €640/$750) as we ...

After more than a decade of research and development, Tokyo Electron Miyagi Ltd. has introduced an innovative semiconductor ...

The electronics materials business is on the upswing. One big driver—the boom in data center construction to run artificial ...

S. Korea's Hanmi Semiconductor said it has launched its next-generation EMI Shield 2.0 X series, aiming to expand its ...

Among the biggest gainers in Monday's session were shares of Applied Materials (AMAT), Lam Research (LRCX) and KLA (KLAC), each up at least 6%. Shares of Nova (NVMI), which makes measurement systems ...

The 7.77-square-kilometer site is designed to house six advanced production lines and is expected to anchor a broader ...