We came across a bullish thesis on Lam Research Corporation on MTC’s Substack. In this article, we will summarize the bulls’ thesis on LRCX. Lam Research Corporation’s share was trading at $213.31 as ...
Washington — The U.S. and Taiwan have agreed to a deal that would lower tariffs on goods from Taiwan to no more than 15%, and boost Taiwanese semiconductor companies' financing for U.S. operations by ...
1. On December 22, 2025, the Secretary of Commerce (Secretary) transmitted to me a report on his investigation into the effects of imports of semiconductors (semiconductors or chips), semiconductor ...
With an eye on expanding semiconductor investments in the state, the Uttar Pradesh cabinet has approved incentives for companies willing to invest INR 3,000 Cr or more. After the cabinet meeting ...
The jump in AI infrastructure spending in 2026 is going to be a catalyst for the semiconductor industry. Let's look at a couple of names that are not just attractively valued, but growing at a healthy ...
China has built a prototype EUV (extreme ultraviolent) lithography machine in a high-security laboratory in Shenzhen. They had a semiconductor Manhattan Project”. The prototype was completed in early ...
As we near 2026, a look back at 2025 reveals that the global semiconductor market was propelled by unprecedented demand. The primary engine for this growth has undoubtedly been the artificial ...
Navitas Semiconductor shares have more than doubled in 2025, despite a recent revenue decline. Nvidia recently selected Navitas as a power semiconductor partner for next-generation AI data centers.
Taiwan Semiconductor Manufacturing Co. (NYSE:TSM) shares rebounded in premarket trading Monday, recovering from Friday's losses as renewed investor enthusiasm for artificial intelligence outweighed ...
The episode with South Africa marks the first time that Taiwan has actively and unilaterally utilized its position in the chip supply chain to engage in economic coercion. Two days after the ...
The company released a statement to address the rumors. Intel’s Lip-Bu Tan has had a challenging six months since he was appointed CEO. He has managed to weather the storm of being called out by ...
In its latest bid to boost semiconductor production in the U.S., the Trump administration is reportedly considering a ratio-based approach that would penalize domestic manufacturers with tariffs if ...
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