AMAT Slides After Investor Day Skips Specific Wafer Fab Equipment Forecast
CEO Dickerson expressed strong confidence in AI-driven growth but stopped short of a firm wafer fab equipment forecast amid factory and supply limits.
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Chip and AI Stocks Drop After CEOs Urge Caution on Development Pace
AI leaders including Amodei, Altman and Musk call to pace the frontier. Chip, memory and networking stocks fall as investors weigh spending and IPOs.
Applied Materials Beats Estimates, but Shares Still Slip Amid Sky-High Expectations
Applied Materials posted record $9.12B Q3 revenue up 25% YoY, beating estimates, with Q4 guidance above consensus driven by AI demand in DRAM and packaging.
China Starts Making Its Own Advanced Chip Tools, ASML Shares Drop
China begins producing its own immersion DUV lithography machines. A state-backed firm will deliver units to SMIC and other companies in 2026.
Applied Materials Stock Rallies After Record Q2 Beat and Strong AI-Fueled Guidance
Applied Materials beats earnings, boosted by AI chip demand, and gives strong outlook; stock rises and dividend increases again.
"We Either Build Terafab or We Don't Have the Chips": Musk's Massive Austin Fab to Deliver 1 Terawatt of Compute Yearly
Elon Musk announces Terafab, a $20-25B Tesla-SpaceX-xAI joint venture to build the world's largest chip fab in Austin, targeting 1 terawatt of AI compute yearly for robots, cars, and space.