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 Semi. Tools and Materials
2ยฝh ago: Equipment stocks like AMAT, ASML breaking out on AI capex. Japan investments in packaging and chemicals by Shinko, Rasa. Wolfspeed 200mm SiC substrates launched. India supply chain deals with ASML, Fujifilm at SEMICON India. Thailand Infineon hub, advanced packaging shifts ongoing.

3ยฝh @ThetaWarrior Semiconductor equipment stocks $AMAT $ASML breaking out amid AI spending.

7ยฝh @bead_boss Shinko acquiring site for AI packaging hub, Rasa new Taiwan plant for phosphoric acid.

8ยฝh @JSCC2020Lee Wolfspeed launches commercial 200mm n-type SiC substrates.

12h @Normal_2610 16 deals signed at SEMICON India including ASML, Fujifilm for Tata ecosystem.

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Quantum Computing Market Report 2026: Size, Share, Trends, and Forecast to 2030 | Capitalize on 33.7% CAGR as Google, IBM, Intel, IonQ, and D-Wave Scale Cloud and Hybrid Quantum

 Productgroepanalyse

 Energiedelen: kansen en keuzes voor het energiesysteem

 โ€‹Mikelorobotics Bets on Physical AI With Robots That Mimic Skilled Painters  - Mikelorobotics is targeting the manufacturing automation market with physical artificial intelligence (AI) solutions specialized in surface treatment processes. The company has secured demand from more than 20 customers this year across the automotive, power generation, shipbuilding, and defense ind