China’s chip-equipment champions are moving from state-funded experiments to real contenders.
Silicon Valley’s greatest resource isn’t capital or code—it’s people. For decades, the H-1B visa has funneled foreign-educated engineers and scientists into the Valley, helping to turn start-ups into giants and whole categories into global industries.
ASM set a 2030 course—>€5.7bn revenue, 30% margins—built on ALD dominance, growing epi, outcome-based services and sustainability that lowers customers’ total costs.
TSMC’s grip on advanced chipmaking isn’t just about smaller nodes—it’s about yield discipline, packaging scale, and the freedom to move “just far enough” while rivals wrestle with costly leaps.
Nordic CRM maker Lime Technologies pairs steady 20% growth with strong cash flow. Its our Stock of the Month.
ASML’s High-NA EUV is real but late: expect risk runs in 2027 and a revenue ramp through 2028–29, as Intel leads and memory pilots broaden globally.
Synopsys stunned Wall Street with a weak forecast, hurt by a major customer pullback. Can the chip design giant engineer a comeback?
Intel is trying to rebuild the plane in mid-air. Since March, when longtime chip executive Lip-Bu Tan took the helm, the company has been in a rolling reset—reshuffling top jobs, rethinking how much to spend on its next manufacturing node, and striking an extraordinary pact with Washington that could
Advanced Energy Industries (NASDAQ: AEIS), a global leader in precision power conversion, measurement, and control solutions, is a foundational piece of the technology supply chain.
Broadcom is the quiet power behind the AI boom. While GPU makers grab the headlines, Broadcom supplies the plumbing—custom accelerators for hyperscalers and the high-speed networking chips that knit thousands of processors into one AI supercomputer.
While titans like Nvidia and TSMC command the headlines, our latest deep dive pulls back the curtain on ASM International, a Dutch powerhouse with a quiet monopoly on a technology so critical, no advanced chip can be made without it.
After delivering spectacular returns for over a decade, the cybersecurity giant faces a more complex reality: slowing hardware cycles, intensifying competition from cloud-native rivals, and the perpetual challenge of maintaining growth rates that justify premium valuations.
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