Key Points Geopolitical risks haven’t gone away.The semiconductor industry could face challenges even if AI demand remains strong.Approaching the sector with a long-term mindset can help you endure ...

xLight, a US startup aiming to commercialize particle accelerator driven free electron lasers (FELs) for use in semiconductor production, says it has raised $40 million in a series B round of venture ...

Silicon Valley startup xLight has raised $40 million, aiming to build the first prototype of a new class of laser that could ...

Assuming it hits the midpoint of its 2030 guidance, ASML will generate revenue of 52 billion euros in five years. That's ...

Key Points Nvidia, TSMC, and ASML are all great long-term plays on AI infrastructure.Meta is investing heavily in AI and is well-positioned for an AI world.Alphabet should not be overlooked for what ...