Ahead of SpaceX IPO, Elon Musk addresses ASML employees as part of push into chip manufacturing

Elon Musk called ASML a great company in a fireside chat with CEO Christophe Fouquet, as the SpaceX CEO gears up to go big in ...
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TSMC and Nvidia are now putting AI to work inside the chip factory itself

TSMC, the world’s largest contract chipmaker, is building digital twins of its semiconductor factories using Nvidia’s ...
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Semiconductor equipment stocks powering the AI chip manufacturing boom: Etching

Lam Research (LRCX) reported Q1 FY26 revenue of $5.84B with 50% gross margins and 35% operating margins, with next quarter guidance of $6.6B or 13% QoQ growth, driven by critical etching equipment for ...
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Google and Nvidia Consider Intel as Backup Chip Manufacturer

TSMC’s capacity struggles are turning into a boon for Intel. As the Taiwanese chip making giant struggles to meet ...
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Semiconductor Equipment Stocks Powering the AI Chip Manufacturing Boom: Etching

The semiconductor industry is one of the most advanced and complex in the world. The semiconductor industry relies on highly specialized supply chains and manufacturing equipment. This ecosystem ...