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One fund targets developed markets with ultra-low fees and higher yields, while the other emphasizes emerging-market growth with heavy tech exposure.

As new U.S. chip fabs get funded, the toolmakers and the chipmakers won't be paid at the same time. Here's where six chip stocks sit in that line.

A state-owned Chinese firm just started mass producing the exact lithography machines ASML depends on for its China revenue, and the timeline for disruption is shorter than Wall Street expects.

ASML is the sole commercial supplier of EUV lithography machines, underpinning all leading-edge semiconductor manufacturing and AI infrastructure growth. ASML's technological complexity, supplier ecosystem, and high switching costs create a durable, nearly unassailable competitive advantage. Revenue is projected to reach $51.6B in 2026, already meeting the low end of ASML's prior 2030 guidance, with three scenarios…

ASML is one of the most important companies in the global semiconductor ecosystem, but its stock price performance has left a lot to be desired over the past three years. ASML's accelerating growth could make the stock more attractive to a broader investor pool if it decides to undertake a stock split.