ASML Holding Secures Commitments from Taiwan Semiconductor and Samsung, Providing Strong Support for Next-Generation EUV Lithography Machines
① On September 8, ASML Holding announced the advancement of next-generation High Numerical Aperture (High NA) EUV technology applications in collaboration with Taiwan Semiconductor, Samsung, and Intel; ② According to the plan, Taiwan Semiconductor will utilize this technology for mass production of advanced process nodes by 2030, while Samsung aims to apply it to DRAM mass production by 2028; ③ ASML Holding also plans to upgrade the mask size for its next-generation equipment, with a pilot line featuring larger masks expected to be demonstrated in 2031.
Why ISpecimen Shares Are Trading Higher By Around 28%; Here Are 20 Stocks Moving Premarket
Shares of iSpecimen Inc (NASDAQ:ISPC) rose sharply in pre-market trading after the company announced plans to acquire Foldlab AI assets for $4.5 million, including AI models, software and
Samsung Electronics' U.S. plant to begin trial production of 2nm chips at month-end; orders fully booked, poised to challenge Taiwan Semiconductor
① Samsung Electronics' Taylor fab in Texas is scheduled to begin trial production of 2nm chips by the end of this month, with all current capacity fully booked and an initial monthly output of 50,000 wafers; ② The facility has secured orders from companies such as Tesla and Broadcom, and Samsung expects its 2nm order volume to more than double compared to last year; ③ Construction on Phase II of the Taylor fab is planned to commence by year-end, with mass production targeted for 2030.
United Natural Foods, ABM Industries and 3 Stocks to Watch Heading Into Tuesday
With U.S. stock futures trading mixed this morning on Tuesday, some of the stocks that may grab investor focus today are as follows:Wall Street expects United Natural Foods Inc. (NYSE:UNFI) to
UN Issues Major Warning on AI: Potential “Existential” Threat to Humanity!
① UN High Commissioner for Human Rights Volker Türk warned that advanced AI poses an existential threat to humanity and called for the establishment of robust safety safeguards; ② Türk stated that the pace of frontier AI development outstrips the enhancement of safety measures, and he will write to major AI companies such as Meta and OpenAI to urge them to mitigate risks.
$100 Invested In Alphabet 10 Years Ago Would Be Worth This Much Today
Alphabet (NASDAQ:GOOGL) has outperformed the market over the past 10 years by 10.28% on an annualized basis producing an average annual return of 23.98%. Currently, Alphabet has a market
$1000 Invested In KLA 20 Years Ago Would Be Worth This Much Today
KLA (NASDAQ:KLAC) has outperformed the market over the past 20 years by 11.1% on an annualized basis producing an average annual return of 20.31%. Currently, KLA has a market capitalization of $242.52
Brent Jumps to $97, German AfD Party Wins Big: Stock Market Today
While American markets were closed for Labor Day, European equities ground to a near-flat close on Monday, masking a surge of political uncertainty underneath. In Germany, the AfD obtained a
US Schools Are Pushing Back on AI as New York, Los Angeles and Chicago Consider Sweeping Restrictions
AI restrictions are spreading across U.S. schools as districts and local officials reconsider how students should use the technology in classrooms.New York City has restricted student-facing AI for
Dan Ives Warns 10%-15% of US Data Center Projects Could Be Cut as AI Boom Faces Political Backlash, Calls It the 'Biggest Threat'
While Wall Street focuses on capital expenditure, Yorkville Ives partner Dan Ives argues that growing political backlash against data center buildouts is the single biggest threat to the tech
Pre-IPO Arms Race! Anthropic Secures $517 Billion in Compute Capacity Within 11 Months, Yet Still Trails OpenAI
Over the past 11 months, Anthropic has intensively signed computing power agreements totaling $517 billion, securing at least 14.8 gigawatts of capacity. Its partners include industry giants such as Google, Amazon, Microsoft, and SpaceX. Although its annualized revenue has exceeded $65 billion, surpassing OpenAI's $40 billion, its computing power reserves still lag behind OpenAI's planned target of 30 gigawatts.
TSLA Critic Gordon Johnson Rips Cybercab Launch After Elon Musk's 'Storm of Cybercabs' Promise: 'The Robotaxi Story Was Never About Robotaxis'
Tesla Inc. (NASDAQ:TSLA) critic Gordon Johnson said Elon Musk's promised "storm of Cybercabs" failed to materialize at Tesla's Austin launch, arguing the robotaxi narrative has been more about
Gary Black Warns Tesla Could Squander Its Autonomy Lead Like It Did With EVs, Calls for $100 Million Cybercab Marketing Spend — 'The Goal of Advertising Is To...'
Tesla Inc. (NASDAQ:TSLA) investor Gary Black said the company risks repeating a costly EV-era mistake by relying on technology to sell itself, warning the same approach could squander Tesla's first-
U.S. Data Center Construction Faces Headwinds as Tech Giants Turn Their Eyes to Australia
① Data center construction in the continental United States has faced resistance, prompting tech giants such as Google, Apple, and Meta to turn their attention to Australia; ② The Australian Energy Market Operator projects that AI data centers will account for 13% of electricity demand in the National Electricity Market by the 2035–2036 fiscal year, up from approximately 3% currently; ③ While Australia has not yet seen large-scale opposition comparable to that in the United States, dissenting voices are beginning to emerge.
Major Wall Street banks interpret this year's SEMICON highlights: Advanced packaging is evolving toward 3D system integration, while CPO manufacturing bottlenecks lie in testing.
SEMICON 2026 sends new signals for the semiconductor industry: advanced packaging is upgrading toward 3D system integration, CoWoS capacity continues to expand and spill over to OSATs, CPO is accelerating mass production, while testing and equipment lead times have become new bottlenecks, and the AI ASIC ecosystem is further maturing. UBS Group is bullish on Taiwan Semiconductor's 3DFabric capacity expansion, Citi focuses on CPO manufacturing, and Nomura warns of capacity constraints in testing and equipment segments, as AI-driven capacity expansion accelerates into the backend processes.
Reported Earlier, Royalty Pharma Announced An Update On Novartis' Phase 3 Results From The Horizon Outcomes Trial For Pelacarsen, An Antisense Oligonucleotide Studied In Patients With Atherosclerotic Cardiovascular Disease And Elevated Lipoprotein(A)
Reported Earlier, Royalty Pharma Announced An Update On Novartis' Phase 3 Results From The Horizon Outcomes Trial For Pelacarsen, An Antisense Oligonucleotide Studied In Patients With
OpenAI Makes Initial Breakthrough in Automated Research as the “AI Training AI” Paradigm Accelerates; Is Computing Power Still a Major Bottleneck for the Future?
① OpenAI published the article "Accelerating Research: An Inside View," publicly disclosing progress on RSI in the form of internal data for the first time; ② OpenAI expects to achieve a fully "automated AI researcher" by March 2028; ③ Team member Kevin Liu pointed out on social media: "RSI is likely to be the core driver of leaps in AI capabilities in the coming years."
Day 3 of the 2026 National Reimbursement Drug List (NRDL) negotiations: Intensive talks on new "-tinib" drugs as star companies such as BeiGene and Kelun Biotech take the stage.
1) Intensive negotiations for new "-tinib" class drugs took place in the morning, with innovative pharmaceutical companies such as InnoCare Pharma, Shouyao Holdings, and Jiangsu Wellshine making successive appearances; 2) In the afternoon session, leading pharmaceutical firms including Kelun Biotech and BeiGene were featured, engaging in a two-pronged strategic dynamic in the ADC sector characterized by "expansion within the catalog" and "new additions outside the catalog."
Amazon, Meta Are Now Serious Competition to Uncle Sam: Big Tech's AI Debt Boom 'Driving' Treasury Yields Higher, Says Market Commentator
Combined bond issuance from Big Tech companies, including their special-purpose vehicles, is projected to surge to a record $320 billion this year, roughly 70% of total Treasury bond issuance. Big
U.S. Large-scale Data Centers Could Triple by 2030: Kobeissi