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2024-06-08 05:17:00 ET Summary VanEck Semiconductor ETF has had a strong performance in Q1 of 2024 versus the prior quarter, up 28.9%. In Q1 2024, NVIDIA reported EPS of $5.98, a significant increase of 629% from the previous year. In Q1 2024, Taiwan Semiconductor Manufacturin...
2024-06-07 17:02:09 ET Applied Materials, Inc. (AMAT) BofA Securities Global Technology Conference June 06, 2024, 11:40 AM ET Company Participants Brice Hill - SVP & CFO Conference Call Participants Vivek Arya - Bank of America Presentation ...
2024-06-07 15:02:10 ET Summary Lam Research is the leading etch equipment company with over 40% market share in 2023. The memory market is recovering from a tough year in 2023, with significant growth in NAND and DRAM billings. Chinese equipment suppliers, such as Naura, are e...
2024-06-07 12:51:59 ET More on the markets London to flex AI ties just as Nvidia becomes rare $3T company Nvidia Stock: Don't Burn Your Hands Buying The Peak Microsoft's partnership with OpenAI makes it premier AI platform: Oppenheimer Apple: Does Not Create ...
2024-06-06 12:40:14 ET Summary Veeco Instruments has performed fairly well, but still offers the potential for significant revenue growth in leading-edge tools for semiconductor manufacturing. The company's prime opportunities lie in nanosecond annealing and ion beam deposition fo...
2024-06-05 13:36:52 ET Wednesday is shaping up to be a good day for semiconductor investors, as good news from China (and a potential money grab in Taiwan) lifts share prices of Applied Materials (NASDAQ: AMAT) , ASML Holding (NASDAQ: ASML) , and Taiwan Semiconductor Manuf...
2024-06-05 12:30:36 ET More on Analog Devices, Applied Materials, etc. ASML: A Breakout Rally Seems Imminent (Upgrade) Nvidia: Not Best Place For AI Bets Intel: Poised For A Recovery (Upgrade) ASML rises after plans to ship new EUV machines to Taiwan Semicond...
2024-06-05 08:41:34 ET Manufacturers of memory chips are well positioned to take advantage of a massive surge in demand over the next two years. ... Read the full article on Seeking Alpha For further details see: Memory chips lead surging semiconductor demand: forecast
2024-06-05 07:48:44 ET More on Applied Materials and KLA Applied Materials, Inc. (AMAT) Bernstein's 40th Annual Strategic Decisions Conference KLAC: Hold Despite Long-Term Chip Growth Potential Applied Materials' Metrology/Inspection Share Plummets 30% In 2023 Hurt B...
2024-06-04 22:20:15 ET Summary Al Gore's 13F portfolio value decreased from $22.06B to $21.91B this quarter. The number of positions in the portfolio decreased from 45 to 42. The top five stakes in the portfolio are Amazon.com, Microsoft, Applied Materials, Thermo Fisher Scien...
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• Company’s latest Sustainability Report outlines efforts to reduce the semiconductor industry’s carbon emissions SANTA CLARA, Calif., June 20, 2024 (GLOBE NEWSWIRE) -- Applied Materials, Inc. has published its latest Sustainability Report , detailing the company...
2024-06-05 13:36:52 ET Wednesday is shaping up to be a good day for semiconductor investors, as good news from China (and a potential money grab in Taiwan) lifts share prices of Applied Materials (NASDAQ: AMAT) , ASML Holding (NASDAQ: ASML) , and Taiwan Semiconductor Manuf...
2024-06-04 08:47:00 ET When it comes to all things accelerated computing and artificial intelligence (AI), Nvidia (NASDAQ: NVDA) has rightfully stolen the spotlight. But an entire supply chain ecosystem is hard at work helping Nvidia bring its AI systems to market. And a company cal...