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Semiconductors

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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.

TSMC Ramps 2026 Spending and Growth Targets on AI Chip Boom

BIS Pauses Affiliates Rule for One Year After U.S.–China Trade Deal

TSMC Beats Q3 Revenue Forecasts on AI Demand With September Sales Up 31%

Trump Administration Tightens Terms on CHIPS Act Grants, TSMC Boosts U.S. Investment