Lam Research Pivots Toward AI-Integrated Chipmaking Equipment Amid US Expansion Plans
Lam Research CEO signals the company is integrating AI capabilities into semiconductor manufacturing tools while pursuing growth opportunities in the US fabrication sector.
Samsung semiconductor workers secure $340K average bonuses in tentative labor deal
Samsung's memory chip division agreed to 50% base salary bonuses plus stock incentives tied to profit milestones, narrowly edging SK Hynix's offers.
Cerebras Systems IPO Surges 108% on First Day, Reaching $66B Valuation
Cerebras Systems priced its IPO at $185/share and opened at $385, closing day one at $311 with a $66B market cap.
ASML's EUV Monopoly: Why the AI Boom Has a Single Critical Chokepoint
ASML CEO Christophe Fouquet says no rival can unseat his company's stranglehold on EUV chip-making — the bottleneck powering every major AI system on Earth.