MarketPulse

chipmaking

2 articles
The Motley FoolThe Motley Fool··Danny Vena, Cpa

Arm Holdings Makes Historic Chip Business Pivot With AI Data Center Play

Arm Holdings launches Arm AGI CPU for AI data centers, targeting $25B revenue by 2031 with potential 318% stock upside if targets achieved.
NVDAAMDMETAMSFTAMZN+7data centersemiconductor
The Motley FoolThe Motley Fool··Harsh Chauhan

ASML Poised for Sustained Growth on AI Demand and Equipment Leadership

ASML positioned for sustained growth with €39 billion backlog and 48% net bookings growth, driven by AI infrastructure demand and its dominant EUV chipmaking equipment leadership.
MUTSMASMLAI infrastructure spendingbacklog growth