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Semiconductor manufacturing stocks Q3 teardown: Nova (NASDAQ:NVMI) vs the rest
Earnings results often indicate what direction a company will take in the months ahead. With Q3 behind us, let’s have a look ...
Semiconductors are the core infrastructure powering the Information Age. Compute-intensive AI workloads are also priming them ...
Semiconductor sales hit a record in November, with NVDA, MU, CRDO and ASYS set to gain from booming AI demand.
Electronic devices have become an indispensable part of our lives in our technology-driven world. These devices owe their existence to a crucial component known as the semiconductor wafer. In this ...
"Driven by AI accelerators, automotive ECUs, and edge computing, the global semiconductor silicon wafer market sees rising ...
As semiconductor chip technology advances towards nanometre and sub-nanometre scales, the demands becomes exponentially more ...
After India approved three chipmaking proposals earlier this year, Tower Semiconductor's wafer fab proposal is in the spotlight as India's general elections conclude. Except for Micron and Tata-PSMC's ...
Dan Loeb's Third Point slashed its Taiwan Semiconductor stake by 23% in Q3 2025, continuing a multi-quarter reduction amid ...
This efficiency challenge is caused by diffuser plates, sometimes called showerheads, used during semiconductor processing.
TSMC leads AI chip manufacturing with record 2024 results and 2nm/CoWoS growth. See why I rate the TSM stock a Buy.
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