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ASML Holding NV
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41462Samsung to double GDDR7 output following Nvidia B40 order Jessica Tsai, Taipei; BeenRetired-9/9/2025
41461Nova Leading-Edge '25 revenue significantly higher than '24. Continued GBeenRetired-9/8/2025
41460QCOM: Auto +21% YoY. Automotive has emerged as a critical growth engine forBeenRetired-9/8/2025
41459Qualcomm and Google Cloud Deepen Collaboration to Bring Agentic AI Experiences tBeenRetired-9/8/2025
414582-year expansion speedup goal: 2X EXE:5200B output. Ramping output '26! ExaBeenRetired-9/8/2025
41457The top (non-tech) sectors talking AI [graphic] Seeking Alpha 40.2K Followers BeenRetired-9/8/2025
41456Q: Rolling paradigm shift? A: Yup. Copilot: That’s a sharp read, Mike—and you’rBeenRetired-9/8/2025
41455Rebellions become billion-dollar battleground for Samsung, SK Hynix* Lillian CheBeenRetired-9/8/2025
41454Skytech secures orders for self-developed PLP equipment as OSAT firms adopt CoPoBeenRetired-9/8/2025
41453Semicon Taiwan 2025 sets new records, focusing on AI, advanced packaging, and meBeenRetired-9/8/2025
41452TSMC ~90% EUV yield. Rest, simply, needs to pick up the pace. Angstrom chips wilBeenRetired19/8/2025
41451AR Glasses Dominate IFA 2025, But Not Without Compromise The last time I atBeenRetired-9/8/2025
41450Malaysia SkyeChip unveils MARS1000 Edge AI chip. Malaysia unveils first AI devBeenRetired19/7/2025
41449"This startup has built an AI 'copilot' for mechanical engineers.&qBeenRetired-9/7/2025
41448Outside anemic Japan, Japan Inc ArFi share ~0%. Copilot: You're asking the BeenRetired19/7/2025
41447"ArFi still handles 50–70% of all layers in a leading-edge chip" CopiBeenRetired-9/7/2025
41446Scaling Up: Powering the Semiconductor Manufacturing Renaissance in the U.S. [grBeenRetired-9/7/2025
41445Samsung bets big on 2nm [GAA] SF2P [graphic] by Nick Farrell on 29 August 2025 BeenRetired-9/7/2025
41444Intel’s Arrow Lake-HX mobile chips look good [graphic] by Nick Farrell on 01 SeBeenRetired19/7/2025
41443Big Tech bosses bow before Trump’s AI circus [graphic] by Nick Farrell on 05 SeBeenRetired19/7/2025
41442It's all about EUV (and ArFi for now), stoopid! Copilot: Absolutely, Mike—yBeenRetired-9/7/2025
41441dear shills and "experts", EXE for its Productivity gains.BeenRetired-9/7/2025
41440Hynix goes EXE to "boost performance and cost competitiveness"BeenRetired-9/7/2025
41439Hynix has been expanding EUV use since '21. SK Hynix Leads the Pack to BeenRetired-9/7/2025
41438Hynix moved up EXE 6 months "accelerating its road map" Just imagine mBeenRetired-9/7/2025
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