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#ASML↓

Featured/ ASML/ 10/15/2025 · 4:24 AM

AI Demand Fuels ASML Orders, Compensating for Expected Plunge in China Revenue

ASML Holding posted stronger-than-expected orders, fueled by the booming AI sector. While current quarter forecasts exceed consensus, the chip equipment giant predicts a significant decline in sales to China in 2026, leading to cautious long-term sales guidance.

Applied Materials Research and Development

Featured/ AMAT/ 10/03/2025 · 5:57 AM

Applied Materials Forecasts $600M Revenue Hit from Expanded China Export Curbs

Applied Materials expects a $600 million revenue loss in fiscal 2026 due to new U.S. rules restricting exports of chip manufacturing machinery to China-based affiliates aimed at preventing circumvention of controls.