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推特观点
An extensive network of former SpaceX employees turned startup founders—many of whom have their own outer space ambitions—expect the IPO will boost their companies’ fortunes, too. Full story:
Deals: AirPods Pro 3 hit best price ever at $179, MacBook Pro $300 off, Series 11 $130 off, more https://t.co/YmvDFs6pQU by @justinkahnmusic
The United Nations nuclear watchdog censured Iran over failing to account for its stockpile of near-bomb-grade uranium, potentially escalating its military confrontation and diplomatic standoff with the Trump administration
The Apple Watch Series 11 is back to its best price
Anthropic's boss said he doesn’t know what role his artificial intelligence model played in a missile strike that killed an estimated 120 children at an elementary school in Iran
An option trade to play the volatility in oil prices as Middle East tensions persist
半导体设备
Applied Materials Inc Stock (AMAT) Moved Up by 7.43% on Jun 10: A Full Analysis TradingKey
KLA Corp., Lam Research, Applied Materials, ASML in focus as Cantor ups price targets (KLAC:NASDAQ) Seeking Alpha
Semiconductor Advanced Packaging Equipment Market Projected openPR.com
EUV lithography machines are at the epicenter of the AI computing shortage crisis; ASML Holding hits a new high, yet its valuation remains discounted by the market. Moomoo
EUV lithography machines are at the epicenter of the AI computing power shortage storm, and ASML Holding is shedding its 'low-valuation' label. 富途牛牛
ASML Won the Lithography War. What Happened Next Changed the Entire Semiconductor Industry Dr. Robert Castellano's Semiconductor Deep Dive Newsletter
Applied Materials (AMAT) Earnings Preview: AI Chip Demand, Capital Expenditure Trends, & Trade Setups - In Progress TradingKey
At night, the car projects its turn signals onto the road to alert other road users.
Intel jumps 11% as Google names it AI chip manufacturer; ASML surges on Musk Terafab catalyst, SOXX +5.9% StartupHub.ai
Chinese startup claims photonic chip production without DUV lithography, says nanoimprint process cuts costs by 90% — 8-inch wafers produced without conventional optical lithography Tom's Hardware
ASML Stock Hits $674B Europe Record, Musk Terafab Bet Drives Fresh Surge Tech Times
Should You Buy, Sell or Hold AMAT Stock After a 167% Rise in a Year? TradingView
AI accelerators, GPU clusters, model training, inference, cloud capex.
Lithography, deposition, etch, metrology, advanced packaging equipment.
DRAM, NAND, HBM supply, pricing and AI memory bottlenecks.
TSMC, advanced nodes, CoWoS, substrates, export controls and capacity.
Apple, Android, PC, AR hardware, smartphone and device supply chain.
Cloud AI, copilots, enterprise software, model platforms and developer tools.
Rates, mega-cap earnings, Nasdaq flows, options, valuation and macro pressure.
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