Chip Equipment Stocks Gain Traction as AI Demand, TSMC's Capex, and Semiconductor Expansion Drive Valuations
Semiconductor equipment companies ASML Holding, Applied Materials, KLA Corp, and Lam Research Corp have benefited from the AI boom, driven by TSMC's strong capex plans and advanced process ...
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Analysis: Intel Seeks To ‘Stabilize’ Waning Server CPU Share, But It Faces AMD And Other Challenges
While interim Intel co-CEO Michelle Johnston Holthaus said the company intends to “stabilize” its server CPU market share ...
Apple’s China Focus Thrusts It Into Center of Geopolitical Fight
Apple Inc., which counts China as its biggest manufacturing hub and the US as its largest market, is now at the center of an escalating geopolitical fight that threatens to span tariffs and regulatory ...
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Apple’s M3 nightmare is coming to an end
Macworld The new M4 MacBook Air is coming “relatively soon” and for Apple, it may not be soon enough. It’s not that there’s anything wrong with the current M3 MacBook Air–it’s Apple’s best laptop. It ...
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Premiumization drives Qualcomm's 1Q25 growth amid flat mobile market, cites TSMC price hikes and DeepSeek's impact
During an earnings call on 6, 2025, Qualcomm's senior executives highlighted the company's success in premium market segments despite overall smartphone market stagnation. This premiumization trend ...