Substrate, a San Francisco company, is trying to take on powerhouses like the Dutch company ASML. Substrate, a San Francisco company, is trying to take on powerhouses like the Dutch company ASML.

Substrate is seeking to build semiconductor factories with new laser-based technology, but the hurdles are high.

ASML is the only company capable of building the world's most advanced chipmaking machines. Demand for AI and the hardware that can support it are expanding ASML’s growth runway. ASML offers one of ...

IBM announced on Wednesday it has built a new experimental quantum computing chip called Loon that demonstrates it hit a key ...

IBM (IBM) announced on Wednesday that it is on a path to deliver quantum advantage by the end of next year, and ...

ASML faces limited upside amid slowing growth, rising costs, and export risks. Valuation models suggest intrinsic value is ...

ASML Holding N.V. (NASDAQ:ASML) is indispensable when it comes to the semiconductor manufacturing equipment industry.

Silicon Valley heavyweights, including Peter Thiel’s Founders Fund, General Catalyst, and Valor Equity Partners, have poured over $100 million into San Francisco chip startup Substrate. Their ...

Cloud unit sales growth slows to 14% in Q3 from Q2's 16% IBM shares fall ~5% in extended trading Q3 revenue and profit beat LSEG estimates AI-driven mainframe boosts infrastructure sales Oct 22 ...

The orders for ASML's advanced chipmaking equipment grew remarkably last quarter, and it won't be surprising to see that trend continue. The huge capital spending on AI infrastructure is likely to be ...