The Semicap Pulse reads 48.5, Steady, for the week ending October 30. That middle reading hides a split. Chip equipment shares just had their worst four weeks since the price history behind the gauge begins in late 2024, while the order books and export numbers behind them are running close to the top of the scale. Investors are selling the stocks. The customers are still … [Read more...] about Semicap Pulse Reads 48.5 Steady as Chip Equipment Stocks Slump While Orders and Exports Run Hot
ASML
The decoupling of the semiconductor industry from China is heavily dependent on ASML
The decoupling of the semiconductor industry from China is a complex issue that depends on a variety of factors. One of the key factors is whether ASML, the Dutch company that is the world's largest supplier of chip-making equipment, will continue to supply chip machines to China. ASML is a crucial player in the semiconductor industry, as its advanced lithography machines … [Read more...] about The decoupling of the semiconductor industry from China is heavily dependent on ASML
