Unlike Intel, TSMC isn't sold on ASML's new chipmaking machines:
While Intel is betting big on ASML’s latest High NA EUV chipmaking machines ...
thenextweb.com/news/unlike-intel-tsmc-isnt-sold-asml-new-chipmaking-machines
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TSMC says can make next generation chips without ASML's new machine: Taiwanese chipmaker TSMC does not necessarily need to use ASML's next generation
reuters.com/technology/tsmc-says-asml-high-na-euv-machine-not-necessary-a16-node-2024-05-14/
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TSMC, Samsung, and Intel shore up support with ASML to deploy larger High-NA EUV photomasks — 6×12-inch photomask transition may take years despite unified ...
tomshardware.com/tech-industry/semiconductors/tsmc-samsung-and-intel-shore-up-support-with-asml-to-deploy-larger-high-na-euv-photomasks-6-12-inch-photomask-transition-may-take-years-despite-unified-effort
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Top chipmakers embrace ASML’s $400M machines, agree to crucial chipmaking change: Chipmaking changes could boost productivity of new ASML machines by 40 percent.
arstechnica.com/gadgets/2026/09/top-chipmakers-embrace-asmls-400m-machines-agree-to-crucial-chipmaking-change/
TSMC to start using High-NA EUV lithography in 2030 — A10 or A11 technology prime candidates for use
tomshardware.com/tech-industry/semiconductors/tsmc-to-start-using-high-na-euv-lithography-in-2030-a10-or-a11-technology-prime-candidates-for-use
ASML's planned Low-NA EUV machine price hikes reportedly frustrate TSMC — lithography machine maker comes knocking to make bank on TSMC's profitable ...
tomshardware.com/tech-industry/semiconductors/asmls-planned-low-na-euv-machine-price-hikes-reportedly-frustrate-tsmc-lithography-machine-maker-comes-knocking-to-make-bank-on-tsmcs-profitable-fabs-potentially-costing-the-taiwanese-chipmake
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ASML says first silicon from its latest $400M High-NA EUV machines is just months away
techspot.com/news/112473-asml-first-silicon-latest-400m-high-na-euv.html
Europe's most expensive company is profiting from the AI arms race faster and more than expected
diepresse.com/20206900/europas-teuerster-konzern-profitiert-vom-ki-wettruesten-schneller-und
Dutch journalist spotlights ASML's partnerships with TSMC, Intel, Samsung - Focus Taiwan
focustaiwan.tw/business/202509120021
TSMC still evaluating ASML's 'High-NA' as Intel eyes future use: Taiwan Semiconductor Manufacturing Co (2330.TW), the world's largest contract chipmaker ...
reuters.com/world/asia-pacific/tsmc-still-evaluating-asmls-high-na-intel-eyes-future-use-2025-05-27/
Japan is ramping up efforts to revive its once dominant chip industry : Japan has announced its latest plan to boost the country's chip and AI industries as it ...
cnbc.com/2024/11/13/japan-is-ramping-up-efforts-to-revive-its-once-dominant-chip-industry-.html
TSMC rumored to receive High NA EUV machines from ASML this year: TSMC is set to receive its first shipment of ASML's High NA EUV machine later this year.
tomshardware.com/tech-industry/semiconductors/tsmc-rumored-to-receive-high-na-euv-machines-from-asml-this-year
TSMC to receive ASML's next-gen chip machines this year: TAIPEI -- Taiwan Semiconductor Manufacturing Co. is set to receive its first shipment of the ...
asia.nikkei.com/Business/Tech/Semiconductors/TSMC-to-receive-ASML-s-next-gen-chip-machines-this-year
ASML warning shocks global chip investors: The company cut 2025 financial guidance, citing weakness in markets other than AI and delayed orders.
reuters.com/technology/asml-warning-shocks-global-chip-investors-2024-10-16/
Key FactsASML's Warning Shakes Global Chip Markets
Oct 16, 2024 · Reading time: ~30 sec.
Summary created with AI assistance · Source: reuters.com
Summary created with AI assistance · Source: reuters.com
- ASML lowered its 2025 financial guidance, citing market weaknesses and delayed orders.
- The company experienced its largest sell-off in two decades after shares peaked in July.
- Customers are postponing new plant expansions and upgrades, dampening future sales expectations.
- Analysts highlight potential challenges from US export restrictions and declining orders from China.
Barron's Oct 17 24
ASML Saved Moore’s Law. Then It Wrecked the Market.: ASML’s weak outlook sparked a panic across the tech landscape this past week. The company’s vital work on ...
barrons.com/articles/asml-earnings-global-chip-stocks-a8a5d47f
Paid articlePaywall Barron's Sep 04 24
Nvidia’s Stock Volatility Is the Price You Pay for Market-Leading Returns: Nvidia lost nearly $300 billion in stock market value Tuesday. Those kind of moves are ...
barrons.com/articles/nvidia-stock-price-volatility-882b260b
Paid articlePaywall Barron's Jul 19 24
Nvidia Stock Slips. What’s Hurting the AI Chip Maker.: Nvidia shares have been volatile in recent days as the market gauges potential risks to its supply chain.
barrons.com/articles/nvidia-stock-price-buy-sell-8da768fb
Paid articlePaywallASML CEO says world needs the legacy chips China is producing, Handelsblatt reports
reuters.com/technology/asml-ceo-says-world-needs-legacy-chips-china-is-producing-handelsblatt-reports-2024-07-08/
Key FactsIdeological Nature of US-China Chip Wars
Jul 8, 2024 · Reading time: ~30 sec.
Summary created with AI assistance · Source: theregister.com
Summary created with AI assistance · Source: theregister.com
- Former ASML boss Peter Wennink says the US-China "chip wars" are mainly ideological in nature and warns that the conflict is likely to last for decades.
- ASML has been facing increasing restrictions due to Washington's battle to curb China's technology advances, leading to pressure on limiting exports to China, its largest market after Taiwan.
- Despite restrictions, ASML grew by 30% in 2023, with a net sales of €27.6 billion ($30 billion), and a similar trend is expected in 2024.
- Wennink fears the US-China dispute may last for decades before easing, reminiscent of past US trade restrictions, such as those against Japan in the 1980s when Japanese DRAM manufacturers surpassed US counterparts.
ASML: The most important partner for Nvidia and Co - will the 1,000 euros be cracked?
deraktionaer.de/artikel/aktien/asml-der-wichtigste-partner-fuer-nvidia-und-co-wird-die-1000-euro-geknackt-20359070.html
Ziff Davis Feb 08 24
TSMC Might Wait Until 1nm to Adopt High NA EUV Machines: The move would put the company several years behind Intel when it comes to using the most advanced ...
extremetech.com/computing/tsmc-might-wait-until-1nm-to-adopt-high-na-euv-machines
Semiconductors & supercomputers: USA start final against China's tech industry - Golem.de
golem.de/news/halbleiter-supercomputer-usa-starten-endspiel-gegen-chinas-tech-branche-2210-169022.html
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