Wafer fab equipment market to decline in 2025 - Morgan Stanley

Morgan Stanley projects a 6% decline in the WFE market for 2025, favoring Chinese semiconductor firms over Western ones amid economic transition and varying demand.

Applied Materials outlook unchanged after latest US crackdown on China chip exports

Applied Materials maintains its Q1 outlook despite new U.S. restrictions on semiconductor exports to China, anticipating revenue around $7.15 billion and adjusted profit of $2.29 per share.

Global chipmakers set to gain as US tightens restrictions on China - Bernstein

The U.S. has tightened restrictions on Chinese semiconductor firms, targeting 140 entities, while sparing some major players and affecting global WFE and DRAM markets.

Factbox-US targets China's chip industry with new restrictions

US strengthens chip curbs on China

US to tighten semiconductor restrictions on China, targets 140 entities - Reuters

Exclusive-Latest US strike on China's chips hits semiconductor toolmakers

US reported to have toned down China chip curbs - Bloomberg

U.S. stocks lower at close of trade; Dow Jones Industrial Average down 0.70%

U.S. stock markets fell, driven by losses in Technology and Healthcare sectors, with notable declines in Amazon and Moderna; Palantir reached all-time highs.

Apple, Moderna, Applied Materials fall premarket; Alibaba, Domino's Pizza rise

US stock futures decline as post-election rally fades; key movers include Apple down 0.7%, Tesla up 0.7%, and Applied Materials down 8.2%.