Semiconductors & Semiconductor Equipment

ASM International NV: Dutch semiconductor equipment leader, trading €517.6 in 2025 with a €25.3B market cap. 2025 expansion in Almere boosts its global growth.

ASML’s double‑upgrade amid AI‑driven chip demand fuels bullish sentiment, positioning the Dutch lithography titan for growth and market dominance.

Explore AIXTRON SE’s market‑day dynamics: regulatory updates, analyst forecast spread, and tech‑sector momentum shaping a €17.30 opening price amid AI‑driven demand and trade risks.

Micron Technology leads the AI memory revolution with booming HBM sales and strong Q1 2026 earnings—discover why investors view it as a long‑term growth engine.

Qualcomm’s Alphawave acquisition fuels its leap into AI data‑center chips, merging high‑throughput silicon with mobile expertise to capture new revenue, boost cloud partnerships, and outpace rivals like Nvidia and AMD.

Applied Materials (AMAT) is the “arms dealer” fueling AI, EVs and next‑gen chips—its advanced wafer‑processing tools drive the 2‑3 nm revolution and promise outsized growth over the market.

Himax and AUO unveil a front‑lit LCoS microdisplay for AR glasses, promising ultra‑thin, high‑brightness, low‑power visuals at CES 2026.

Explore why KLA Corp’s 6‑day rally, driven by quantum‑tech gains, solid earnings, and smart capital use, keeps it ahead of the Nasdaq and semiconductor peers.

OmniVision’s Hong Kong IPO targets up to HK$4.80 billion, positioning a Shanghai‑listed sensor maker at the forefront of AI‑driven tech listings and investor demand for semiconductor innovation.

Arm Holdings faces a Goldman Sachs downgrade amid AI‑sector doubts; explore why the chip‑design firm’s valuation may falter and what investors need to know.