TSMC just committed $56 billion to AI chip manufacturing capacity. That’s not money disappearing into factories. It’s money ...
Intel’s comeback in cutting edge manufacturing is no longer a vague roadmap, it now revolves around a single, spectacular machine: ASML’s latest High-Numerical Aperture Extreme Ultraviolet scanner. By ...
The mysterious ASML machine costs $400 million, and the companies that make GPUs can’t function without the machine. There’s no AI without the GPUs, and there’s currently no economy without the ...
ASML has 90% of the market for advanced AI processor machines. Data center infrastructure spending could increase by $4 trillion over the next five years, directly benefiting ASML's equipment sales.
Chinese researchers have allegedly developed a new desktop-sized extreme ultraviolet lithography (EUV) light source for producing 14-nanometre microchips. While the new technology cannot replace ...
ASML delivered strong Q2 2025 results, beating expectations on revenue and profit, with gross margins above 53%. Stock weakness is driven by management's warning of potential 'no growth' in 2026, due ...
ASML remains a dominant AI and semiconductor equipment leader, but after a 40% rally, the risk/reward is no longer attractive. Q3 showed strong EPS and net bookings growth, but revenue was soft and ...
ASML's extreme ultraviolet lithography machines are essential for making the most sophisticated AI chips. These machines make up an increasingly large amount of ASML's sales, which should gradually ...
ASML Holding N.V. (NASDAQ:ASML) is one of the Best Long Term Growth Stocks to Buy Now. On October 1, UBS lifted the price objective on the company’s stock to EUR940.00 from EUR750.00, while ...
China has built a prototype EUV (extreme ultraviolent) lithography machine in a high-security laboratory in Shenzhen. They had a semiconductor Manhattan Project”. The prototype was completed in early ...