Chips Banquet
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Business - Financial Times
ASML pours vinegar on investors’ chips banquet
Purveyor of chipmaking equipment warns of cooling demand, but it’s not just customers spoiling the feast10 hours ago -
Business - MarketWatch
ASML says chip-market slump will mainly impact sales to China
A day after a profit warning that rocked the stock market, executives at ASML Holding said the slower-than-expected recovery in the microchip market will have the sharpest impact on sales to China ...12 hours ago - China -
Business - CNBC
ASML just gave us a first glimpse into how U.S. chip export curbs will dent its China sales
ASML on Tuesday offered the first glimpse into how U.S. restrictions on exports of its advanced chip manufacturing tools to China will impact its sales in the Asian country.12 hours ago - China -
Business - The Wall Street Journal
Chip Stock Selloff Persists After ASML Warns of Slower Recovery
Global chip stocks continued to slump after ASML warned the recovery for some areas of the industry would be slower than expected, raising fears among investors of a prolonged downturn in demand.19 hours ago -
Business - CNBC
Global chip stocks fall on ASML's disappointing outlook, possible U.S. export cap
Global semiconductor stocks dropped, after ASML's third-quarter results pointed to a weaker 2025 sales outlook than the Dutch firm guided previously.19 hours ago -
Business - CNBC
ASML share plunge wipes over $50 billion off Dutch chip giant's value
ASML published its third-quarter earnings Tuesday, a day earlier than expected.20 hours ago - Netherlands -
Business - CNBC
The UAE can guarantee the 'safety and the security’ of U.S.-made chips, G42 CEO says
The comments come as Washington reportedly continues to weigh limits on advanced chip sales to the Middle East over national security concerns.21 hours ago -
Tech - The Wall Street Journal
Intel, AMD Create Advisory Group to Shape Future of X86 Architecture
The two companies and other technology giants will work together to shape the future of the x86 chip as the landscape transitions to dynamic artificial-intelligence workloads.Yesterday -
Business - CNBC
Hot chip stocks suffer a tough one-two punch, but there are winners in Tuesday's down market
Every weekday, the Investing Club releases the Homestretch; an actionable afternoon update just in time for the last hour of trading.Yesterday -
Business - Inc.
Wolfspeed, a Maker of EV Chips, Gets $750 Million in Grants for North Carolina Plant
The government money, and matching funds from a group of financial firms, will be used for its new silicon carbide wafer plant in the Research Triangle area.Yesterday -
Business - The Wall Street Journal
ASML Expects Slower Semiconductor Recovery, Weighing on Chip Stocks
The company posted orders below analysts’ expectations as chip makers held back spending on key production equipment.Yesterday -
Business - CNBC
Don't own the AI chip leaders? Jim Cramer says this might be your chance to act
The Investing Club holds its "Morning Meeting" every weekday at 10:20 a.m. ET.Yesterday -
Tech - ABC News
Biden admin to provide $750 million to North Carolina-based Wolfspeed for advanced computer chips
The Biden-Harris administration announced plans to provide up to $750 million in direct funding to Wolfspeed, with the money supporting its new silicon carbide factory in North Carolina that makes ...Yesterday - Joe Biden -
Business - CNBC
Asian semiconductor stocks rise after shares of AI chip darling Nvidia hit a record high
Nvidia's gains in share price lifted its market value to top $3.4 trillion, unseating Microsoft as the second most valuable company on Wall Street.Yesterday -
Tech - VentureBeat
Chip industry faces talent shortage as revenues head to $1 trillion | Deloitte
Deloitte says the chip industry will hit $1T in 2030, but a huge talent shortage looms across the entire world.Yesterday -
Business - MarketWatch
U.S. reportedly considering caps on exports of AI chips to certain countries
U.S. officials are considering capping sales of advanced AI chips to certain countries in the interest of national security, Bloomberg News reported Monday night.2 days ago -
Tech - VentureBeat
Lidwave raises $10M to improve machine vision with on-chip 4D LiDAR
Lidwave has raised $10 million to make machine vision better when it comes to spotting pedestrians in a busy landscape.2 days ago