The United States and its allies, Taiwan, South Korea, Japan, and the Netherlands, are engaged in an existential battle for ...
TSMC and ASML are critical companies in the semiconductor industry with strong long-term outlooks. TSMC is the leader in chip manufacturing, and has a strong runway of growth ahead. ASML has a ...
Almost every week we hear of China trying a new trick to break free of the chip control that the US has imposed on it. But as ...
Restricted chipmaking tools are being retrofitted to make advanced AI chips, exposing cracks in US-led export controls ...
Intel recently confirmed the latest results in its partnership with ASML. The US chipmaker worked with engineers from the European corporation to install, test, and validate ...
Retrofitted lithography tools are helping Chinese fabs lift AI chip output, exposing limits of US-led export controls.
South Korean memory makers Samsung Electronics and SK Hynix have raised prices for fifth-generation high-bandwidth memory by ...
Geopolitical pressures could limit ASML’s growth. Cyclicality in the chip market and customer concentration remain real concerns. ASML's ability to keep advancing chipmaking technology will be key to ...
ASML’s sales in China jumped as fabs scrambled to secure machines ahead of tighter controls. In 2023, the company brought in €7.2 billion from China, about 26% of its global revenue. That figure ...
ASML Holding N.V. (NASDAQ:ASML) is one of the AI Stocks Analysts Are Watching Closely. On December 10, Bank of America named ...
ASML Holding ASML has had a remarkable run so far this year, with its shares soaring 55.9% year to date (YTD). At the closing ...