China’s main chip investment fund is planning to focus on the nation’s key shortcomings in sectors like lithography and semiconductor design software, adjusting its approach to better overcome US efforts to stop its technological advances https://t.co/zrLme98Xsh ...

Key Takeaways AMAT expects more than 40% growth in advanced DRAM revenues in FY25, led by DDR5 and high-bandwidth memory. The Sym3 Magnum etch system has surpassed $1.2B in revenues since launching in February 2024. AMAT hit record Process Diagnostics revenues, driven by Cold Field eBeam tech and 3D DRAM advances.Applied Materials (AMAT) expects significant growth in its memory segment as it leans into rising customer demand for advanced dynamic random-access memory (DRAM) technologies. In the second quar ...

ASML Holding N.V. (NASDAQ:ASML) Q1 2025 Earnings Conference Call April 16, 2025 9:00 AM ET Company Participants Jim Kavanagh - VP, IR Christophe Fouquet - President & CEO Roger Dassen - EVP & CFO Conference Call Participants Francois-Xavier Bouvignies - UBS Krish Sankar - TD Cowen Joe Quatrochi - Wells Fargo Didier Scemama - Bank of America Alexander Duval - Goldman Sachs Chris Caso - Wolfe Research Mehdi Hosseini - Susquehanna Tammy Qiu - Berenberg Timm Schulze-Melander - Redburn Atlantic C.J. Muse - Canto ...