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The Latest Breaking News from ASML

ASML ships groundbreaking new chipmaking tool to Intel — High-NA lithography tool needed for next-gen process nodes could cost ~$400 million

ASML on Thursday announced that it had begun shipping the industry's first extreme ultraviolet (EUV) lithography tool with a 0.55 numerical aperture (High-NA) to Intel.

Tom’s Hardware

Intel is buying leading-edge lithography tools — report says Intel will acquire six of 10 High-NA EUV tools produced by ASML next year

Intel is gearing up to be high-NA EUV lithography champ with orders for six additional Twinscan EXE machines.

Tom’s Hardware

Why the American technological war against China could backfire

The technological war waged by the United States against China has the potential to backfire, supercharging China’s creation of an independent computer chip industry that would directly compete with American manufacturers.

The Conversation

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TSMC will start equipping the 2nm fab in April 2024

Hsinchu Science Park Director discloses TSMC's plans to start 2nm Fab equipment move-in.

Tom’s Hardware

'Chip Alliance': S. Korean President Kicks Off Dutch Trip

South Korea's president on Tuesday kicked off a visit to the Netherlands, hoping to forge a "chip alliance" between the two global semiconductor powerhouses amid growing tech tensions with China.

International Business Times

Why U.S. Chip Sanctions Against China Aren't Working

U.S. trade restrictions on selling advanced semiconductor equipment and chips to China have done little to slow China’s chip industry ambitions.

Investors Business Daily

After Israel and Ukraine, Taiwan business leaders fear Taipei-Beijing tensions may trigger the next geopolitical conflict

An emboldened Beijing and a distracted U.S. are causing long-simmering worries to come to a head.

Fortune

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Broadcom (AVGO) vs. ASML (ASML) - Analyzing the Semiconductor Stock Leader

The semiconductor industry is poised for long-term growth, supported by the expanding use of consumer electronics products and growing demand for memory chips. While leading semiconductor stocks Broadcom (AVGO) and ASML Holding (ASML) should benefit from the industry tailwinds, let us determine which stock is the better buy now.

StockNews.com

Canon challenges ASML dominance with new chipmaking tech that could lead to cheaper chips

Or fatten profit margins...

PC Gamer

Canon's Nanoimprint Litho Tool Could Disrupt Wafer Fab Equipment Market

Canon's nanoimprint lithography tool is seemingly set to be dramatically cheaper than ASML's EUV litho machines.

Tom’s Hardware

ASML to Install 600 DUV Chipmaking Tools in China by 2025

The total number of ASML's DUV tools in China set to reach 600 units by late 2025 to early 2026.

Tom’s Hardware

ASML's China Export Sanctions Came Too Late, Contends Dutch Politician

The Netherlands should have restricted sales of ASML's tools to China quicker, election front runner says.

Tom’s Hardware

Nvidia wobbles on fear U.S. export rules could force it to cancel over $5 billion worth of advanced chip orders to China

Nvidia has been a beneficiary of the recent boom in AI-related products and the company’s value briefly crossed the $1 trillion mark in late-May.

Fortune

3 AI Growth Stocks To Buy On the Dip

These three stocks from the AI space have all pulled back from recent highs, and analysts like the odds for another leg higher from here.

Barchart

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Investors Business Daily

Dow Jones Futures Fall, Yields Jump: Tesla Skids On Earnings Dive, Cybertruck 'Grave'; Netflix Hot

Stocks tumbled Wednesdayamid soaring Treasury yields. Tesla earnings fell. Cybertruck deliveries loom but Musk tempered expectations.

Investors Business Daily

Dow Jones Falls After Key Housing Data; Tesla Stock Slides Ahead Of Earnings

The Dow Jones Industrial Average dropped Wednesday after key housing data. Netflix and Tesla earnings are due out after the close.

Investors Business Daily

Chip Gear Leader ASML Forecasts Flat Sales In 2024, Shares Fall

Semiconductor equipment vendor ASML beat analyst estimates for the third quarter but disappointed with its sales outlook.

Investors Business Daily

Dow Jones Futures Fall With Market Rally Rangebound; Five Stocks Near Buy Points, Tesla Earnings Due

The market rally is stuck in a range with Treasury yields surging. Tesla earnings loom. Super Micro is among five stocks near buy points.

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AnandTech

Canon Prepares Nanoimprint Lithography Tool To Challenge EUV Scanners

Canon has recently revealed its FPA-1200NZ2C, a nanoimprint semiconductor manufacturing tool that can be used to make advanced chips. The device uses nanoimprint lithography (NIL) technology as an alternative to photolithography, and can theoretically challenge extreme ultraviolet (EUV) and deep ultraviolet (DUV) lithography tools when it comes to resolution. Unlike…

Fortune

How TSMC and other firms making the most advanced semiconductors are getting a reprieve from Biden's chip war on China

TSMC is the third chipmaker to get a U.S. waiver to supply equipment to factories in China, following Korean firms Samsung and SK hynix.

Investors Business Daily

Dow Jones Futures Rise As Market Rally Faces Key Test; Tesla Earnings Ahead

The Nasdaq and leading stocks suffered sharp losses late in the week, an expectation breaker for the market rally, Tesla headlines big earnings.

AnandTech

Intel High-NA Lithography Update: Dev Work On Intel 18A, Production On Future Node

As part of Intel’s suite of hardware announcements at this year’s Intel Innovation 2023 conference, the company offered a brief update on their plans for High-NA EUV machines, which will become a cornerstone of future Intel process nodes. Following some changes in Intel’s process roadmap – in particular Intel 18A…

Barchart

3 AI Chip Stocks to Buy Instead of the Arm IPO

Semiconductor stocks such as Broadcom provide you access to the highly disruptive AI space, without the elevated risk of buying into an IPO. Here are three AI chip stocks that analysts think have room to run higher from current levels.

The Guardian - AU

China dodges western 5G chip embargo with new Huawei Mate 60 phone

Mate 60 Pro mobile phone is said to use chip made in China that was thought impossible without access to restricted western technology

Kiplinger

5 Monopoly Stocks At the Top of Their Game

The best monopoly stocks dominate their respective industries and create solid long-term opportunities for investors.

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