Chip Manufacturing

Samsung lost a third of its foundry share. It raised prices anyway

Article BriefKey Takeaways4 Points24s Read01The Move-Samsung raised advanced contract chipmaking prices by 5 to 15 percent from July, according to…

1 month ago

Washington Thinks China Has ASML’s Best Machine. ASML Says It’s Impossible.

The headline that crossed on June 19 was the kind that moves a stock: US officials suspect China may have…

3 months ago

Behind Every AI Chip Is a Quieter Trade. It Just Surged.

The most-owned trade in the market is the AI chip — Nvidia, the accelerators, the names every investor can recite.…

3 months ago