ASML Holding pushes High-NA EUV into fabrication, replacing DUV multi-patterning and powering sub-2nm logic and DRAM as EUV ...

Long pointed to Dell’s plan to ship around $9.4 billion of AI servers in the fourth quarter, lifting full-year AI server ...

Monopolies, we’re told, are bad things. With excessive market power, they can raise prices, reduce innovation, lower product ...

Morgan Stanley lifted its price target for ASML by 40% in a note to clients, citing expectations for significantly stronger earnings in 2027 driven by rising semiconductor capital spending and ...

DRAM super cycle, High-NA EUV ramp, margin gains, and valuation upside. It expects significantly lower China demand in 2026.

The Dutch technology sector is on alert after the United States announced tariffs on the Netherlands and seven other European ...