Semiconductors & Semiconductor Equipment

Explore Nvidia’s Q3 earnings—$18.4 bn revenue, 66 % margin—while uncovering AI‑edge opportunities, supply‑chain risks, and the future of GPU dominance.

Intel’s foundry leadership shift sparks stock dip, supply‑chain risks, and investor concerns over rare‑earth dependence and succession plans.

First Solar’s Q2 earnings show double‑digit revenue growth, yet guidance falls short—leading to a sharp share decline. The firm counters with a perovskite licensing deal with Oxford PV, positioning itself for high‑efficiency tech and regulatory adva…

ASML’s next‑generation EUV tool is moving into high‑volume production, unlocking rapid sub‑10 nm chip density gains for TSMC, Intel, AI, automotive and 5G, and reshaping the semiconductor supply‑chain.

Credo Technology’s partnership with TensorWave boosts AI infrastructure with ZeroFlap cables, aiming for faster AI workloads and new revenue streams.

Lam Research expands capacity to meet the surge in sub‑5nm semiconductor nodes, boosting deposition and etch systems for higher yield and tighter process control.

STMicroelectronics plans 2027 leadership succession and CEO talks at Morgan Stanley to boost investor confidence while navigating semiconductor trends like edge computing, 5G, and automotive electrification.

Teradyne’s AI‑powered UltraFLEX test platform, unveiled at the 2026 IESA Vision Summit, offers 1,000+ tests/sec and real‑time analytics to cut cycle times and boost semiconductor throughput.

Texas Instruments slashes 2026 cap‑ex to $2‑3 bn, tying spend to quarterly revenue as AI demand shifts, boosting cash flow but raising questions on innovation pace.

Explore how Nvidia’s Q4 earnings, the H200 export lift, and AI dominance shape market dynamics, geopolitics, and tech policy—click to uncover the future of AI hardware.