Technology ❯ Semiconductors

Semiconductor Manufacturing

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Semiconductor Investment Surge

Japan's $21 billion pledge, ASML's forecast boost, and supply chain concerns ahead

Japan Pledges Up to $21 Billion for Two GlobalFoundries Fabs in New York

The deal expands trusted U.S. chip capacity to serve U.S. and Japanese customers, reallocating CHIPS funds toward photonics and advanced packaging.

ASML Raises 2026 Forecast After Record Quarter and Warns Supply Will Fall Short in 2027–28

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Applied Materials Sets Ambitious 2030 Targets as AI Spurs Equipment Demand

Qualcomm Raises Supplier Prices for Snapdragon X and X2 by About 10%

Musk Says Tesla and SpaceX Will Run Terafab as TSMC Talks Stay Preliminary

ASML Raises 2026 Outlook as AI and HBM Shortages Boost EUV Demand

TSMC Raises Taiwan Profit-Sharing Payouts by More Than 30% for 2026

Weitz Tilts Portfolio Toward Chip Leaders After Q1 Slide

Applied Materials Raises Outlook on AI-Fueled Demand; Shares Jump

KLA to Invest $400 Million in Chennai R&D Campus After MoU With Tamil Nadu

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

India and Singapore Forge Comprehensive Strategic Partnership

AI Investments Redefine 'Magnificent Seven' as Oracle Touted Over Tesla