ASML cranks up its sales targets
ASML has just reminded everyone that it is the real bottleneck in the AI gold…
AI boom
Samsung’s AI chip bonanza hits ludicrous speed
Samsung Electronics reckons its first-quarter operating profit will jump more than eightfold to a record,…
Kioxia rides the AI storage wave
Japan does not have many clean AI plays, so investors are piling into Kioxia’s memory…