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logic chips

2 articles
The Motley FoolThe Motley Fool··Adam Levy

ASML Rides AI Chip Boom to 36% Gain in 2026, Raises Full-Year Outlook

ASML surges 36% YTD on strong Q1 earnings and raised 2026 guidance to 16% growth, driven by major chipmaker orders for AI and memory equipment.
MUTSMINTCASMLcapital expenditurememory chips
The Motley FoolThe Motley Fool··Keithen Drury

Memory Chip Cyclicality Limits Micron's Long-Term Growth Potential

Micron shares surged 40% on AI demand, but commodity memory markets face cyclical pricing pressures as competitors add capacity, limiting long-term growth potential.
MUTSMartificial intelligencememory chips