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ASML Wins Fresh Analyst Backing on Tight AI Chip Supply as 2026 Guidance Stays Measured

Estimate upgrades reflect tight EUV demand despite higher costs, China export controls.

Japan Becomes Largest Shareholder in Rapidus With ¥100 Billion Injection as ¥267.6 Billion Round Closes

Applied Materials Heads Into Q1 Earnings With $6.85 Billion Revenue Guide

UMC Shares Extend Rally on 8-Inch Wafer Pricing Bets Ahead of Earnings

TSMC Rallies to Fresh Highs as AI Boom Deepens and U.S. Eases China-Plant Rules

Analysts Back Applied Materials’ Outlook as Wells Fargo Raises Target to $250

TSMC Shares Rise on Strong August Sales, Extending AI-Driven Rally