ASML Boosts 2026 Outlook Again as AI Chip Boom Drives Record Orders
Q2 revenue and profit beat expectations.
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Anthropic’s AI Chip Ambitions Spark Semiconductor Sell-Off
Anthropic has started developing a custom AI chip and is in early talks with Samsung. The news sparked a sell-off in Nvidia, AMD, and semiconductor stocks amid growing custom silicon trend.
Wolfspeed and Navitas Surge as Vicor Raises Guidance and Huawei Unveils Chip Design
Wolfspeed and Navitas shares rise after Vicor boosts guidance and Huawei unveils its LogicFolding chip design, triggering a rally in Chinese semiconductor stocks like SMIC.
Semiconductor Shares Slide as US-China Talks End Without Chip Deal
Chip stocks fell after a Trump–Xi meeting brought no deals. Nvidia, Intel, AMD dropped as hopes for China sales and AI growth cooled.
TSMC Delays $410 Million ASML Machines Until 2029 to Cut Costs
TSMC will postpone using ASML’s most advanced high-NA EUV lithography machines until 2029 to cut costs. A13 chips entering production and new Arizona packaging plant also announced.
ASML Crushes Q1 2026 Earnings and Raises Full-Year Outlook
ASML beats Q1, boosts outlook as AI drives chip demand; sales strong, profits high, and growth expected to continue.