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INSANE: Charles shi - The Real Truth

Chinese fabs import record volumes of US chipmaking equipment via Singapore and Malaysia — homegrown tool makers booked record 2025 revenues as price competition squeezes margins

2025 was a bumper year for Chinese chipmaking equipment firms Naura, AMEC, ACM Research, and Piotech, with each posting record revenues.

Tom’s Hardware

Applied Materials Bounces Back As Analysts Boost Targets On Strong Q4

Applied Materials Inc (NASDAQ:AMAT) shares — after being in a slump Friday morning — are now up, after the company reported on Thursday up-beat fiscal fourth-quarter results.

Benzinga

Arm Posts Q3 Beat, Analyst Tips Hat To 'Multiple Accelerating Industry Themes'

Shares of Arm Holdings (NASDAQ:ARM) rose in early trading on Tuesday, after it reported upbeat fiscal second-quarter results.

Benzinga

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Cadence Design Systems Outperforms Q3 Expectations Driven By Hardware, China

Shares of Cadence Design Systems Inc (NASDAQ:CDNS) remain under pressure on Tuesday, despite the company’s upbeat third-quarter results.

Benzinga

Cathie Wood Just Bought the Dip in Synopsys Stock. Should You?

Cathie Wood snapped up Synopsys shares after their biggest drop. Should investors follow her lead?

Barchart

Lam Research And JSR Resolve Legal Disputes As They Team Up On AI Era Chips

Lam Research (NASDAQ:LRCX) and JSR Corp. (OTC:JSCPY) announced a non-exclusive cross-licensing and collaboration agreement to accelerate next-generation semiconductor manufacturing.

Benzinga

Synopsys Analysts Flag Restructuring Needs, China Headwinds After Q3 Miss

Tech giants grapple with volatile market shifts as geopolitical tensions and competitive pressures reshape the semiconductor landscape. Shares of Synopsys Inc (NASDAQ:SNPS) tanked in early trading on Wednesday, after the company reported downbeat fiscal third-quarter results.

Benzinga

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Wall Street Loves Taiwan Semi. Should You Buy TSM Stock Now?

TSMC continues to be the backbone of artificial intelligence and advanced computing.

Barchart

Applied Materials Analysts Flag $600 Million Guidance Shortfall, China Slowdown

What happens when a tech giant’s impressive earnings report can’t shield it from a market nosedive? As Applied Materials Inc. (NASDAQ:AMAT) experiences a surprising slump, analysts weigh in on the forces at play behind the scenes. Shares of Applied Materials declined in early trading on Friday, despite the company’s upbeat fiscal third-quarter results…

Benzinga

Arm AI Ambitions Grow, But Analysts Warn Of Margin Trouble Ahead

Arm Holdings (NASDAQ:ARM) underwhelmed with its latest quarterly results, prompting Wall Street analysts to revise their ratings on the chip designer.

Benzinga

Lam Research Projects Strong FY26, But China-Driven Growth Faces Market Skepticism

Lam Research (NASDAQ:LRCX) delivered stronger-than-expected earnings and raised its full-year guidance, driven by robust demand from China that defied broader industry headwinds.

Benzinga

Taiwan Semiconductor Could Boom on This AI Action Plan

The new AI Action Plan rolled out in the United States could act as a major tailwind in the world of chipmakers like Taiwan Semiconductor Manufacturing.

MarketBeat

Taiwan Semiconductor CFO Warns Of Margin Pressure, Prudent $42 Billion CapEx Plan

Taiwan Semiconductor Manufacturing Co (NYSE:TSM) stock traded lower Friday after its Thursday gains following upbeat quarterly results.

Benzinga

At All-Time Highs, Should You Buy Taiwan Semi Stock Here or Wait for a Dip?

While there are some short-term challenges, TSMC has laid the groundwork for long-term, profitable growth.

Barchart

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Barchart

Dear Taiwan Semi Stock Fans, Mark Your Calendars for July 17

With earnings day nearing, all eyes are on July 17 as TSM stock fans brace to see whether Wall Street’s optimism will hold.

Barchart

A $90 Billion Reason to Buy This AI Stock Now

Taiwan Semiconductor is a mega-cap tech stock that continues to grow at an enviable pace. Is TSM stock still undervalued in July 2025?

Barchart

Can Taiwan Semiconductor Stock Hit $270 in 2025?

Will TSM stock ride the AI wave all the way to Wall Street’s fresh Street-high target?

Kiplinger

Arm Stock Sinks as Soft Outlook Offsets AI-Fueled Earnings Beat

Arm Holdings stock is deep in the red Thursday after the chipmaker's full-year outlook fell short of Wall Street's expectations. Here's what you need to know.

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Kiplinger

Why Taiwan Semiconductor Stock Is Falling After Earnings

Taiwan Semiconductor beat expectations for the first quarter but its stock is notably lower. Here's why.

Kiplinger

Best Strong Buy Stocks for a Stock Picker's Market

Current market conditions have folks seeking out sturdy investment opportunities. These Strong Buy stocks are a good place to start.

People

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