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Semiconductor Manufacturing International Corp

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Situations

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ASML: AI demand surge meets US-China export tensions

36 clusters · 314 sources · last updated

Latest: ASML and NXP drive semiconductor growth through AI and advanced lithography

ASML is navigating a period of record-breaking growth and intense geopolitical friction. Driven by the AI-driven chip boom, the company became Europe’s most valuable listed firm in mid-2026, with its market capitalizatio

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US tech stocks swing amid AI demand

8 clusters · 60 sources · last updated

Latest: Applied Digital sees revenue surge amid AI data center boom

The semiconductor and AI infrastructure sectors continue to exhibit high volatility driven by massive demand for AI-related hardware. Applied Digital reported a significant revenue surge of 407% to nearly $260 million du