While memory chip makers like Samsung and SK Hynix face cyclical risks tied to Nvidia's AI accelerator demand, the real growth lies with semiconductor equipment suppliers. ASML, Applied Materials, and Lam Research benefit from steady demand as they provide critical tools for chip production, regardless of which chip type or customer dominates. These companies report strong revenue growth, record backlogs, and raised forecasts, supported by their near-monopoly positions and recurring service revenues. Despite high valuations, their stable cash flow and market dominance make them attractive investments compared to cyclical memory chip makers.
The Invesco PHLX Semiconductor ETF (SOXQ) has returned 49% year-to-date and 125% over the past year by focusing on semiconductor companies that supply hardware for AI and hyperscaler data centers. The fund avoids software vendors and infrastructure r...
Intel's recent stock surge is losing steam amid weak fundamentals and high valuation, despite hopes for its foundry business turnaround. Meanwhile, Taiwan Semiconductor (TSMC) and ASML Holding, key players in the AI chip supply chain, show strong ear...
The iShares MSCI International Quality Factor ETF (IQLT) focuses on developed-market stocks with strong balance sheets and stable profits, filtering out weaker companies while maintaining sector balance. It underperformed broad international benchmar...
ASML Holding N.V. has repurchased a total of over 60,000 shares from May 11 to May 15, 2026, under its current share buyback program. The shares were bought at an average price ranging from €1,296 to €1,349 per share, with daily repurchase values aro...
