Unlike Dutch chip tool giant ASML, which recently signaled stronger-than-expected demand from China, Applied Materials struck a more cautious tone for the current quarter, with U.S. export curbs and tariffs continuing to pressure sales in China, one of its key markets, according to Reuters and Bloom...

After imposing reciprocal tariffs on global trade, U.S. President Donald Trump has recently expressed plans to implement sweeping tariffs on semiconductor products. According to Reuters, if these semiconductor tariffs are enacted, they are expected to severely impact U.S. semiconductor equipment man...

Export control headwinds are hitting the chip industry, with semiconductor equipment giant Applied Materials being one of the hardest struck. According to Bloomberg, the company has been forced to halt equipment maintenance services for some customers in China, leading to a $400 million revenue loss...

According to a report from MoneyDJ, citing a Nikkei report from December 4, generative AI demand is expected to boost revenue growth for semiconductor equipment manufacturers this quarter. The report highlights that while demand from the industrial and automotive markets remains weak, strong demand ...

According to MoneyDJ, citing Reuters, the U.S. government is actively working to curb the development of China's semiconductor industry. Republican Congressman John Moolenaar, chair of the House Select Committee on the Chinese Communist Party, along with senior Democratic Congressman Raja Krishna...