We came across a bullish thesis on ASML Holding N.V. (ASML) on Substack by Daan Rijnberk. In this article, we will summarize ...

ASML CEO signals US advantage as China faces 10~15 year gap in advanced chip technology. Christophe Fouquet, CEO of ASML, ...

Artificial intelligence (AI) investing experienced a shakeup at the end of January with the release of DeepSeek's R1 model.

However, one of the most critical machine providers in the chip manufacturing business is even more bullish on the industry ...

Portfolio managers at Thematics Asset Management, an affiliate of Natixis IM, cited Jevons Paradox as one reason they believe ...

DeepSeek's success shows companies are making the most of limited resources in a hot AI market, but that doesn't mean controls targeting China's chip sector have failed, said Christophe Fouquet, the ...

DeepSeek’s success shows companies are making the most of limited resources in a hot artificial-intelligence market, but that ...

The stock price of semiconductor lithography giant ASML has recovered from the impact of last week’s DeepSeek AI revelations, after the firm posted record-breaking sales revenues and CEO Christophe ...

DeepSeek’s R1 model – which is used to generate content ... Shares in chipmaker Nvidia fell by around 17% and ASML, which ...

We recently published a list of 10 AI News and Ratings You Should Not Miss. In this article, we are going to take a look at ...

ASML reported strong Q4 earnings, driven by AI chip demand, with revenue and EPS beating consensus estimates. Click here to ...

One of the chip industry giants just posted financial results that helped assuage the fears of many when it comes to AI ...