Axcelis Technologies is a critical part of the AI bottleneck, and most investors are missing out.

The data centre and chipmaking industries are highly water-intensive, requiring large volumes for chip manufacturing and cooling operations.

As high-end chipmakers build new production lines to meet soaring demand, they'll need more of Lam Research's equipment.

Lam Research gains fresh market attention as chip equipment demand, AI-linked spending, revenue strength, and valuation ...

LRCX has an edge over ASML, with stronger price gains, higher 2026 growth estimates and positive analyst sentiment despite a ...

Semiconductor fabrication is a discipline defined by extreme precision, where each stage must meet demanding tolerances to ...

BMO Capital started coverage of chip equipment maker MKS (MKSI) with an Outperform rating and a $453 price target.

KLA Corporation (KLAC) earns a Buy rating for its superior Quality Growth profile, defensive revenue base, and diversified customer exposure versus ASML. KLAC consistently beats guidance, with Q3 ...

While much has been said about advanced packaging in the context of Malaysia's semiconductor sector, little is actually known ...

How much a stock's price changes over time is a significant driver for most investors. Not only can price performance impact ...

The AI boom is creating an unexpected global memory chip crunch, with consequences for smartphones, laptops and India’s ...

July-August 2026 The July issue of Supply Chain Management Review explores how organizations are preparing for the future ...