Amid short-term headaches associated with US government budgets, the imaging company senses major commercial opportunities in the long run.
Analyst sees further value in the infrared optics company as military sales grow and industrial applications stay strong.
Key photonics supplier maintains strong order pattern as first-quarter sales beat guidance comfortably.
Fossil fuel group invests heavily to buy a majority stake in PV company SunPower, offering shareholders close to a 50% premium.
Growth in all areas lifts the company's results, and a new Taiwan technology center will support the LED market.
A large order in support of ASML lithography systems positions EUV as a major impetus for future growth.
Rising confidence is now turning into real numbers as recovery gathers pace, says Longbow Research.
Buying out Ushio's share of the joint venture removes uncertainty about the partners' competing EUV interests.
The LED company is hit by weaker chip demand and price declines, but says momentum in LED lighting remains strong.
Despite a wealth of potential, organic PV will not disrupt crystalline silicon or inorganic thin-films any time soon, says Lux Research.
Sales of packaged LEDs and solid-state lighting products are growing sharply as the industrial giant looks to consolidate its wider business.
The lithography giant increases R&D spending as demand from the semiconductor industry remains strong and more EUV tools are shipped.
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