Semiconductors & Semiconductor Equipment

First Solar reports strong FY‑2025 Q4 earnings, faces volatile shares after a softer FY‑2026 forecast amid U.S. tariffs, and partners with Oxford Photovoltaics to accelerate perovskite tech and stay competitive.

ASML’s 1,000‑W EUV power boost cuts defect rates and speeds 2‑nm/3‑nm node production, enabling higher yields, faster AI‑chip roll‑outs and tighter design‑to‑manufacturing integration.

Monolithic Power Systems tops Citi’s 2026 tech picks, offering high‑efficiency SOI power devices that boost AI, EV and data‑center performance while delivering attractive growth and valuation upside.

Advantest Corp. boosts its edge in the resurgent semiconductor market, offering cutting‑edge LSI, memory, and optical test systems at a low P/E, ideal for IT leaders targeting sub‑10 nm nodes and automotive, AI, and 5G demands.

Texas Instruments cuts cap‑ex yet stays strong in analog & embedded chips, sparking mixed investor reaction amid a buoyant tech market.

Teradyne unveils AI‑powered UltraFLEX test solutions for 3D ICs, automotive & aerospace at 2026 IESA Vision Summit, driving faster, smarter yield management.

Broadcom’s recent 2 % dip to $316 highlights AI‑centric gains amid 6G ambitions—explore risks, rewards, and investor impact in this in‑depth analysis.

Micron’s stock rally shows AI is reshaping memory demand; high‑bandwidth, energy‑efficient chips drive new revenue, but capacity limits risk future growth.

Lasertec Corp. offers laser‑based inspection tools that cut semiconductor defect rates, boost yield, and integrate with MES/AI systems—essential for 5G and AI‑driven fabrication.

Explore how Nvidia’s earnings, security alliances, and export‑control tensions shape the future of AI hardware and global tech policy.