Semiconductor News & Analysis Feed

Morgan Stanley stated in a client note that Applied Materials' quarterly revenue guidance implies slower full-year systems shipment growth than previously estimated. This outlook has drawn attention in the semiconductor equipment sector, which is currently facing demand volatility and increasing com

ASML Holding raised its revenue guidance amid increasing capital spending on AI chip manufacturing, highlighting its dominant position in extreme ultraviolet (EUV) lithography. The company's leadership in EUV technology, coupled with strong demand for advanced chip production equipment, has driven i