Asia accounts for nearly 70% of ASML's total sales, making it the company's largest market, though China's share is expected to decline in 2025 ...

ASML is set for a strong rebound in 2025, with projected revenue growth of 20.3% after a contraction in 2024. See why we ...

We came across a bullish thesis on ASML Holding N.V. (ASML) on Monopolistic Investor’s Substack. In this article, we will ...

CEO Jensen Huang emphasized global AI expansion, noting that countries now view AI computing as critical infrastructure.

Applied Materials' balance sheet is strong, with a net cash position and long-dated debt maturities. It also generates good free cash flow, most of which it sends back to shareholders. Applied ...

The report follows previous restrictions on Nvidia’s China-specific AI chips and ASML’s extreme ultraviolet lithography (EUV) ...