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Chip Equipment

All articles tagged with #chip equipment

business21 days ago•13 min saved

Terafab Bet: How Tesla–SpaceX’s AI Fab Could Boost Chip-Equipment Makers

Elon Musk’s Tesla and SpaceX are backing a $16.8 billion Terafab AI semiconductor complex in Grimes County, Texas—spanning over 100 million square feet and aimed at in‑house edge and data‑center AI chips with Intel as a partner. The project could lift demand for chip‑making equipment from suppliers such as KLA, Onto Innovation, Applied Materials and Lam Research, as Terafab covers logic, memory and packaging to accelerate AI initiatives for Tesla and SpaceX.

via Yahoo Finance|

#applied-materials #business #chip-equipment

business1 year ago•2 min saved

Applied Materials Shares Drop 13% on Weak Outlook and China Challenges

Applied Materials' stock fell 12% after reporting better-than-expected earnings but issuing a cautious revenue outlook due to macroeconomic uncertainty and tariff-related issues, impacting the chip manufacturing sector and peers like KLA and Lam Research.

via Barron's|

#applied-materials #business #chip-equipment

stock-market1 year ago•4 min saved

Stock Market Gains on Strong Earnings and Tame Inflation

The stock market experienced mixed movements with key benchmarks initially rising but then fading as Wall Street digested cooler-than-expected inflation data. Notably, chip equipment firm ASML plummeted over 10% despite solid earnings, while stocks like Nvidia, Palantir, and Tesla showed gains. Major tech giants Apple, Amazon, and Microsoft also moved, and bond yields and oil prices declined. Overall, the market remains volatile amid economic data and earnings reports.

via Investor's Business Daily|

#asml #chip-equipment #inflation-data

finance2 years ago•0 min saved

Applied Materials Surges on Strong Earnings and AI Momentum

Applied Materials Inc. reported strong earnings for the fiscal-first quarter, with net income of $2.02 billion, or $2.41 a share, and provided optimistic guidance, leading to a surge in its stock price. The company also highlighted momentum in the artificial intelligence sector, indicating positive prospects for its future performance.

via MarketWatch|

#ai #applied-materials #chip-equipment

technology2 years ago•1 min saved

ASML's Profit Rises, but Warns of Flat 2024 Sales Amid Tough Market

Chip equipment firm ASML reported a rise in profit for Q3, beating analyst estimates, but warned of flat revenue in 2024 due to tough market conditions. ASML, a key player in the semiconductor industry, produces advanced chip manufacturing tools. While net sales and profit increased compared to the previous year, they declined from Q2. The company expects the semiconductor industry to reach an inflection point by the end of the year and anticipates 2024 to be a transition year. ASML reaffirmed its guidance for a 30% YoY increase in net sales for 2023. The firm has also been affected by export restrictions on advanced semiconductor equipment due to tensions between the US and China, but believes these measures will not impact its 2023 financial results.

via CNBC|

#asml #chip-equipment #market-conditions

technology2 years ago•1 min saved

"US Grants South Korean Chipmakers Indefinite Waiver for Supplying China with Chip Equipment"

South Korean semiconductor giants Samsung Electronics and SK Hynix have been granted an indefinite waiver by the US to supply chip equipment to their China factories without separate approvals. The move eases uncertainties for the companies' operations and investments in China, allowing them to pursue long-term global management strategies. The US Department of Commerce is updating its "validated end user" list to include Samsung and SK Hynix, eliminating the need for separate export permissions. Samsung and SK Hynix, which control a significant portion of the global memory chip market, welcomed the decision, stating that it will contribute to the stabilization of the global semiconductor supply chain.

via Reuters|

#chip-equipment #global-supply-chain #semiconductor

technology2 years ago•0 min saved

TSMC Urges Vendors to Postpone Chip Equipment Deliveries - Sources

Taiwan Semiconductor Manufacturing Co (TSMC) has reportedly instructed its vendors to postpone chip equipment deliveries as it faces a shortage of components, according to sources. The move comes as TSMC grapples with a global chip shortage that has affected various industries, including automotive and consumer electronics. The delay in equipment deliveries could further exacerbate the supply chain issues and impact the production of semiconductors.

via Yahoo Finance|

#chip-equipment #delay #sources