Semiconductors & Semiconductor Equipment

ASML Holding’s resilience shines amid geopolitical tensions, robust EUV growth, and strategic CapEx, positioning it for sustained semiconductor leadership.

Marvell’s May filings reveal disciplined insider sales, AI‑driven gains, and solid governance—yet highlight supply‑chain risks and data‑privacy stakes for AI infrastructure.

Applied Materials beats Q2 FY2026 earnings, lifts Q3 guidance, and deepens AI‑chip collaborations—boosting revenue, dividend, and investor confidence.

Astera Labs insider sale: 50,000 shares sold by former officer Michael Tate, unlikely to impact price or liquidity—key takeaways for IT buyers.

European markets rise on tech rally, spotlight on Infineon’s AI‑powered semiconductor growth and Siemens’ rail‑signalling expansion.

AMD’s Q1 data‑center momentum shows EPYC’s high‑core, multithreaded CPUs and AI‑infrastructure drive growth, positioning AMD to erode Intel’s dominance and power next‑gen cloud, edge and HPC workloads.

Investors cheer NVIDIA’s H200 chip approval for China, sparking a surge in share value and analyst optimism amid expanding AI data‑center demand.

ASML Holding NV delivers record revenue growth and strong margins, underpinned by its EUV partnership with Zeiss, positioning it as the premier supplier of high‑performance lithography equipment for AI and digital infrastructure.

Astera Labs showcases its 5 nm semiconductor‑based connectivity platform—unifying CXL, NVLink, Ethernet, PCIe and proprietary UALink—to boost AI workloads, lower latency, and streamline data‑center operations at upcoming investor conferences.

European equity gains driven by tech momentum and geopolitical optimism, but with AI‑hardware risks, defence sanctions, and ECB policy shifts lurking.