ASML Holdings NV CEO Christophe Fouquet addressed the company’s position on export controls and dispelled rumors about reverse-engineering of their machines in China. Fouquet, speaking to Tech Crunch on Tuesday, before the Milken Institute Global Conference, said that he is...

SK Hynix is being aggressively courted by big global tech firms with offers to invest in its new production lines and fund purchases of pricey manufacturing tools as they rush to secure memory chips, people familiar with the matter said. The offers, unprecedented in ‌the global memory chip industry, underscore the severity of the component's scarcity around the world, as chipmakers struggle to keep pace with surging demand amid an artificial intelligence boom. ‌Memory chips are critical parts in AI data centers, smartphones, PCs and other areas. The firm's customers have been proposing a range of offers to the South Korean chipmaker, including investing in dedicated memory production lines, six people said.

Investing.com -- Semiconductor equipment giant ASML is expected to benefit more from strong demand for existing EUV lithography systems than from the industry’s next-generation High-NA technology over the next several years, according to a new research report from BofA Securities.

Applied Materials, Inc. (NASDAQ:AMAT) is one of the 10 Strong Buy S&P 500 Stocks to Invest In. On May 4, 2026, Seaport Research initiated coverage of Applied Materials, Inc. (NASDAQ:AMAT) with a Buy rating and a $500 price target. The firm said the company is among the best-positioned global WFE suppliers, noting that while it […]

(Bloomberg) -- A strong earnings season is hiding tougher times ahead for European stocks as the effects of the Iran war make it harder for companies to meet lofty profit expectations in the quarters to come.Most Read from BloombergUS Has Opened a Passage Through Hormuz, Central Command SaysDOJ Plans Intervention in Trump Supreme Court Carroll AppealUS Says Offensive Phase of Iran War Over as Ship Hit in StraitSony to Pay Almost $4 Billion for Bieber, Neil Young CatalogChina Asks Banks to Pause

Earlier this week, five people who touch every layer of the AI supply chain sat down at the Milken Institute Global Conference in Beverly Hills, where they talked with TechCrunch about everything from chip shortages to orbital data centers to the possibility that the whole architecture that undergirds the tech is wrong.

ASML Holding (NASDAQ:ASML) is one of the best growth stocks to invest in for the next 2 years. On May 4, ASML released a regular update regarding the execution of its current share buyback program, which was originally announced on January 28. The latest report details a series of transactions conducted between April 27 and […]

US lawmakers have proposed the MATCH Act, which could tighten export controls on advanced chipmaking tools and restrict how companies like ENXTAM:ASML service existing systems in China. The legislation targets lithography equipment used in high end semiconductor production, potentially affecting a key source of revenue for ASML. At the same time, CEO Christophe Fouquet has emphasized ASML's monopoly in extreme ultraviolet lithography as AI related demand pressures global chip supply...

There is a quiet confidence in Morgan Stanley's latest note on Applied Materials. Not the loud kind that makes bold promises. The measured kind that says, "We have seen this before, and we think we know how it ends." The bank raised its price target on Applied Materials (AMAT) to $454 from $432, ...