Arm shifts from simply licensing chip designs to selling its own data-center processor for advanced AI workloads, a move that could unlock a much bigger business but also creates new conflicts with some of its biggest customers. The big question is whether Arm can turn early demand into real scale without running into supply limits or regulators—because the market already treats success as the most likely outcome.Read more

Kokusai Electric sits at the center of the push for more advanced chips, and demand for its manufacturing tools looks strong as chipmakers upgrade to newer designs. But the business leans heavily on China and faces rising competition and spending needs, which could cap returns even if earnings keep improving.Read more