The Janus Henderson Concentrated All Cap Growth Managed Account Portfolio returned 3.34% (gross) and the Russell 3000® Growth ...

The Janus Henderson Concentrated Growth Managed Account Portfolio returned 2.44% (gross) and the Russell 1000® Growth Index ...

Our post on Tuesday about melting 12V-2X6 connectors on RTX 5090 GPUs concluded with a grim prediction that we could see more ...

Tokyo Electron is in a fairly strong financial position. The company has no debt and typically maintains a substantial cash position on its balance sheet, which we believe is appropriate for chip ...

European shares edged up on Monday, supported by energy and real estate stocks, while markets weighed the possible impact of ...

A daily download of the topics driving the tech policy agenda, from Brussels to London to Silicon Valley. By PIETER HAECK ...

We expect GAAP gross margin to increase from 28% in 2023 to about 35% by 2029 as the firm should be able to increase utilization in its fabs. This level of gross margin is comparable with ...

Stifel analysts adjusted their outlook on Applied Materials stock, reducing the price target from the previous $250.00 to $235.00, while still maintaining a Buy rating for the semiconductor equipment ...

TSMC has made no official announcements about expanding in the U.S. at the board meetings this week, but the rumor mill points to quicker expansion in Arizona and a joint venture with Intel.

ASML Holding NV engages in the development, production, marketing, sales, upgrading and servicing of advanced semiconductor equipment systems. It includes lithography, metrology and inspection ...

An ex-employee of major Dutch computer chip equipment maker ASML held on suspicion of stealing and selling corporate secrets to a Russian buyer also had contact with Russia's FSB intelligence ...