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ASML Holding NV

Bank of America names 3 ETFs and some stocks that will benefit from AI

by Walter Watson
Bank of America names 3 ETFs and some stocks that will benefit from AI

Bank of America has identified several stocks and exchange-traded funds (ETFs) poised to benefit from the growth in artificial intelligence. The Wall Street bank surveyed its fundamental equity team of …

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Japan’s quest to revive its semiconductor industry

by Edgar Davis
Japan’s quest to revive its semiconductor industry

In the 1980s, Japan was the dominant player in the semiconductor market. But huge shifts in the way the chip supply chain operated eroded that leading-edge. Countries like Taiwan with …

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Global chip equipment makers double China revenue share since U.S. controls

by Walter Watson
Global chip equipment makers double China revenue share since U.S. controls

A worker produces chips at a semiconductor manufacturing enterprise in Binzhou, China, on June 4, 2024. Nurphoto | Nurphoto | Getty Images BEIJING — Four of the world’s largest semiconductor …

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Nvidia (NVDA) stock rout leaves global chip shares volatile

by Walter Watson
Nvidia (NVDA) stock rout leaves global chip shares volatile

The logo of Nvidia Corporation is seen during the annual Computex computer exhibition in Taipei, Taiwan, May 30, 2017. Tyrone Siu | Reuters Global semiconductor stocks saw volatile trading on …

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U.S. reportedly weighing more limits on China’s access to AI chip tech

by Walter Watson
U.S. reportedly weighing more limits on China’s access to AI chip tech

Sinology | Moment | Getty Images The U.S. could further tighten restrictions on China’s access to chip technology critical for artificial intelligence, Bloomberg reported on Tuesday. The Biden administration is …

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This ‘quasi monopoly’ chip stock will drive AI trend for the next decade, says fund manager

by Walter Watson
This ‘quasi monopoly’ chip stock will drive AI trend for the next decade, says fund manager

European chip stock ASML “is almost in a quasi-monopoly position” to drive developments in artificial intelligence over the next decade, according to fund manager Marcus Morris-Eyton. ASML , a $380 …

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ASML, Belgium’s Imec open laboratory to test newest chip-making tool

by Edgar Davis
ASML, Belgium’s Imec open laboratory to test newest chip-making tool

ASML logo is seen at the headquarters in Veldhoven, Netherlands June 16, 2023. Piroschka Van De Wouw | Reuters ASML, the biggest maker of equipment used to manufacture semiconductors, said …

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Goldman names global ‘alpha’ stock ideas, giving one nearly 60% upside

by Walter Watson
Goldman names global ‘alpha’ stock ideas, giving one nearly 60% upside

European markets have largely had a good run this year — with several market watchers looking keenly at the region and saying that it could have a ” greater tailwind …

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When Nvidia rises — these global stocks tend to rise too, history says

by Walter Watson
When Nvidia rises — these global stocks tend to rise too, history says

Four stocks in the Stoxx Europe 600 index tend to rise alongside Nvidia shares, according to an analysis of share price data by CNBC Pro . The European stocks are …

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Dutch minister confident chip firm ASML will stay in the Netherlands

by Ron Morgan
ASML, Belgium’s Imec open laboratory to test newest chip-making tool

A top Dutch government minister said he’s confident the country’s coveted chip-equipment maker ASML will remain in the Netherlands following threats from the company to move its operations abroad. Steven …

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