Semiconductor Equipment

Policy

Rare Earths Stay Under China Controls Despite Fresh Summit Pledge

Rare earths remain a pressure point after the Trump-Xi summit, with China promising to address U.S. shortages while keeping the licensing system that still shapes global industrial supply chains worldwide.

Samuel Berrit OlamMay 18, 2026

Technology

India Fab Ambitions Gain ASML Backing for Tata’s First Chip Plant

India fab plans gained momentum after Tata Electronics and ASML signed a strategic partnership for Dholera, linking lithography access, workforce training, and supply-chain resilience to New Delhi's chip ambitions today.

Samuel Berrit OlamMay 18, 2026

Technology

Applied Materials Raises Outlook as AI Chip Spending Accelerates

Applied Materials raised its outlook after posting record quarterly revenue, signaling that AI infrastructure demand is flowing beyond chip designers into the equipment and advanced packaging companies enabling next-generation semiconductors.

Samuel Berrit OlamMay 17, 2026

Semiconductor Equipment

Rare Earths Stay Under China Controls Despite Fresh Summit Pledge

India Fab Ambitions Gain ASML Backing for Tata’s First Chip Plant

Applied Materials Raises Outlook as AI Chip Spending Accelerates

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