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BIZARRE: Asml - What They Never Told You

Intel’s ASML Milestone Gives Investors a New Reason to Revisit the Stock

Intel raised enterprise CPU prices 10% and confirmed with ASML that its foundry has processed over one million wafers using High-NA EUV equipment, sending shares up nearly 10%.

MarketBeat

3 Stocks Built for Higher Rates—And 2 That Could Break

As Treasury yields near 4.79% amid rising rates, analysts argue the borrowing-cost-versus-return spread, not the headline rate, best explains winners like ASML and GE Vernova versus laggards like Oracle and Rocket.

MarketBeat

China's EUV technology 'at a similar stage to ASML in 2004,' analyst claims — Beijing's semiconductor industry remains well behind Western rivals

Despite rumors, there is no evidence that Chinese makers of lithography tools can produce immersion lithography scanners in quantity.

Tom’s Hardware

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From Bill Gates to Bernie Sanders, most agree the AI arms race is disastrous. Only Europe can make it stop

An EU export ban on Dutch tech giant ASML’s machines could force the pause we all need, says Guardian Europe columnist Alexander Hurst

The Guardian - UK

Corning vs. Applied Materials: One Stock Beat the Other by 75 Percentage Points. The Better AI Infrastructure Play Is Clear.

Corning and Applied Materials both fuel the AI infrastructure boom, but from opposite ends of the chip supply chain. Here's the stronger buy.

Barchart

A Dutch Chipmaker's Balancing Act Between Washington And Beijing

A US bill would cut Dutch chipmaker ASML off from its Chinese customers and give allies 150 days to comply. The Hague is doing neither.

International Business Times

New 2D memory device stores data on just a single electron

Researchers build a new memory device following a single-electron storage breakthrough. It could make transferring data faster and more energy-efficient.

LiveScience

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Samsung Foundry updates process roadmap to move 1.4nm node to 2029 — high-NA EUV will enable 1nm-class and smaller nodes in 2030 and beyond

Samsung Foundry has delayed its 1.4nm-class node to 2029, making SF2 one of its longest-lasting process technologies ever. The company also aims to start using High-NA EUV for its 1nm-class process technology in 2030.

Tom’s Hardware

ASML’s Dividend Growth Adds a Quiet Income Angle to Its AI Chip Story

ASML raised its interim dividend 17% year-over-year, with a payout ratio below 30%, signaling confidence as sales growth and 2026 guidance remain strong despite China market risks.

MarketBeat

Stock market turmoil sheds stark light on the opaque AI economy

Investors scramble to make sense of a shock Chinese challenge to the dominance of western chipmakers

The Guardian - UK

India enters the story as China begins to rewrite the chips playbook

India and China are pursuing sharply different semiconductor strategies. While China is developing domestic lithography machines to reduce reliance on foreign technology, India is strengthening ties with ASML through Tata Electronics to enter the global semiconductor equipment supply chain. The Tata-ASML discussions could help India build advanced manufacturing capabilities and…

The Economic Times

Everyone’s Focused on China—But That’s Not ASML’s Biggest Risk

ASML shares fell after a Chinese rival unveiled DUV lithography machines, but the firm's EUV monopoly, growing backlog, and rising guidance suggest limited near-term threat.

MarketBeat

Dow Drops 1,153 Points as Oil Pops on Fed Day: Stock Market Today

Fed Chair Kevin Warsh reassured markets about a resilient economy, but geopolitical uncertainty remains the major factor for most interested parties right now.

Kiplinger

Micron Technology CEO Sold $37.2M of the Stock Days Before South Korea's KOSPI Crash

Micron Technology's stock fell sharply amid a semiconductor sell-off driven by AI spending concerns and Chinese competition, with CEO Sanjay Mehrotra selling shares before the decline.

International Business Times UK

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Fortune

‘A lot of panic around the AI investment’: How a chip slump is driving the Nasdaq toward correction

It’s a chip panic that “appears to be indiscriminate,” analysts say.

The Economic Times

A machine made by China sends shockwaves in the chip industry

China has begun mass-producing its own lithography machines, challenging ASML's global dominance. This development marks a significant step towards Beijing's technological self-sufficiency goals. The move comes after years of US-led export controls on advanced chip technology. This breakthrough represents a milestone in China's semiconductor manufacturing capabilities.

International Business Times

China's Lithography Breakthrough Sends Chip Stocks Lower While Experts Question Impact

China's homegrown DUV lithography breakthrough sent chip stocks tumbling, but the country remains far behind in the lithography manufacturing techniques needed to compete effectively in the global AI race.

The Economic Times

Explained: The $400 million ASML 'printers' key for the AI chip boom

Advances in AI and a global buildout of data centres have led chipmakers to expand capacity rapidly. ASML supplies tools to TSMC, which makes chips for Nvidia, as well as to memory chip makers like SK Hynix, Samsung and Micron.

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Evening Standard

Earnings tonic boosts FTSE 100 as oil falls back

Well-received earnings from Unilever, Croda and GSK spurred gains on the blue-chip FTSE 100.

The Economic Times

China's chip tool push shows ASML caught in US-China squeeze

On the one hand, US controls on exports of high-tech goods to China are threatening to reduce access to a major market; and on the other, Beijing's push for technological independence in areas such as chip production raises the possibility of a China-based competitor.

International Business Times

China's DUV Chip Tool Push Shakes Markets. ASML's Dominance Faces Scrutiny, But Major Hurdles Remain

China has reportedly begun producing homegrown immersion DUV lithography machines, marking another step in its drive for semiconductor self-sufficiency as technology restrictions reshape the global chip industry.

PC Gamer

Chinese company reportedly building its own DUV chipmaking machines, and that's a really big deal

Meanwhile, the US still hopes to block ASML from selling and servicing similar machines in China.

The Economic Times

Global Market: European stocks trade flat as tech selloff offsets earnings boost from consumer, luxury firms

European stock markets remained relatively stable despite a notable dip in technology shares. The positive earnings reported from the consumer goods and luxury sectors provided a buffer against wider market declines. Lower oil prices lent further support, keeping investor confidence steady. Attention now turns to anticipated announcements from the U.S.…

Bangkok Post

Seoul leads Asian market sell-off as tech stocks dive

HONG KONG - The Kospi in South Korea plunged 10% as tech shares took a battering on another black day for Asian stock markets, with a report of a breakthrough in China’s chip industry compounding worries about the longevity of the AI boom.

International Business Times UK

China's DUV Breakthrough Triggers ASML Sell-Off as Homegrown Tools Enter Production

China's DUV breakthrough is set to test US and Dutch export bans, as domestic chip tools enter production and investors question ASML's future China sales.

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