Semiconductor Equipment Makers vs. Chip Designers: Who's Actually Winning the AI Cycle?
Nvidia and Broadcom posted gross margins of 75% and 77%, giving them an edge over ASML and Applied Materials as AI chip demand lifts prices.
3 Articles
3 Articles
“An engineer can instruct an artificial intelligence (AI) system, ‘I’m going to bed now. Finish this task.’ It is like saying, ‘Verify, debug, and fix any problems. Don’t ask me questions; solve it yourself.’ It is just like assigning a subordinate work to do all night.” Anchor Gupta, Senior Vice President of Integrated Circuit (IC) Products for Electronic Design Automation (EDA) at Siemens, said on the 11th
AP Systems reports record results on H1 2026, driven by its OLED equipment business
Korea-based semiconductor and FPD equipment designer AP Systems says in H1 2026 it has seen strong demand for its core OLED equipment business coupled with excellent orders for its semiconductor systems. The company reported record revenues of $253 million (up 55% from the first half of 2025), and an operating profit of $19.5 million (up 166% from last year).AP Systems says that the sales of its OLED systems has surged by nearly 100%, and compon…
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