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ASML raises 2026 outlook amid AI chip demand
30 clusters · 259 sources · last updated
Latest: ASML shares plunge on Chinese DUV production, but analyst maintains Outperform rating
ASML’s second‑quarter 2026 results continued to beat expectations, delivering €9.3 billion in revenue, €2.9 billion net profit and a 54 % gross margin. The company lifted its full‑year sales guidance to €43‑45 billion an
CXMT IPO surge and Samsung DRAM talks
38 clusters · 252 sources · last updated
Latest: ChangXin Memory Technologies' IPO Valuation Tops $85 B, Making It China's Most Valuable Listed Firm
Following China’s July 2026 AI‑driven semiconductor push, ChangXin Memory Technologies (CXMT) raised about $8.6 billion in its STAR Market IPO, valuing the firm at roughly 579 billion yuan. On 27 July 2026 the shares sur