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2026-05-20
Thorough analysis of the stock price correlation of NVIDIA, TSMC, and Lasertec | The core of the AI semiconductor market “trinity”
There are three companies that cannot be ignored when understanding the AI semiconductor market.
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2026-05-12
Lasertec (6920) continues to adjust as expectations decline, recovery of orders is the main focus
As of May 2026, Lasertec's stock price is likely to decline due to "expectation adjustment" rather than a deterioratio...
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2026-04-29
AI market heading to the next phase: Current status of laser tech and semiconductor cycle
The AI market is not collapsing, but is moving into a "selection phase." Due to the slowdown in OpenAI's growth, AI-re...
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