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BIZARRE: Asml - What They Never Told You

Nikon weaponizes lower prices to break ASML's lithography monopoly — tech giant leverages in-house manufacturing to slash prices to lure back American chipmakers

Nikon will try to claw back lithography customers by selling argon fluoride (ArF) tools for less than the market leader, ASML.

Tom’s Hardware

Micron Isn’t Nvidia. It’s Time to Take Your Foot Off the Gas with MU Stock.

Investors pricing in a decade of dominance for Micron are falling into a dangerous trap by ignoring the physical realities of the semiconductor market. The company is selling standardized hardware, and once competitors scale their own production using the exact same ASML technology, pricing power will collapse.

Barchart

French AI firm Mistral announces deals with BMW, Airbus

French AI company Mistral is forging new alliances with automotive giant BMW and aerospace leader Airbus. These collaborations aim to expand Mistral's reach into defense and industrial sectors. The company is also strengthening ties with chip equipment maker ASML. Mistral is building its own computing infrastructure to compete with global…

The Economic Times

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Billionaire Philippe Laffont Is Betting Big on ASML Stock as UBS Declares It the ‘Top Chip Stock’ in Europe

Laffont shows high hopes that the next big AI winner could be ASML, the company powering the world’s most advanced chip production, while UBS remains bullish.

Barchart

Tata Electronics plans to start chip packaging at upcoming Assam unit

While the Tata Group company has already initiated small-scale shipments from its first commercial OSAT facility in Vemagal, Karnataka, the strategic pivot to the greenfield high-volume manufacturing unit in Jagiroad, Assam is aimed at building trust among global clients about the company’s capabilities while ensuring immediate scalability to meet surging…

The Economic Times

Exports in high growth trajectory during May: Piyush Goyal

India's exports are growing strongly in May, continuing April's pace. Foreign direct investment has reached an all-time high. The nation is seen as a preferred investment destination. The government is supporting farmers and introducing economic growth initiatives. A significant achievement is the upcoming semiconductor plant in Gujarat.

The Economic Times

Why UBS Says ASML Is the Best Bet Among European Chip Stocks

UBS analysts think ASML is the best semiconductor pick in Europe for several reasons.

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ASML CEO says Elon Musk is 'very serious' about TeraFab chipmaking megaproject, confirms direct talks — Musk targets $119 billion Texas semiconductor facility

ASML CEO Christophe Fouquet said on Wednesday that he has spoken directly with Elon Musk about the TeraFab semiconductor project.

Tom’s Hardware

ASML CEO sees tight supply in booming chip market as AI demand soars

The global chip market faces a prolonged period of tight supply. Demand from artificial intelligence, satellites, and robots is surging. ASML's CEO states this will create a supply-limited market for some time. New technologies and massive projects like Elon Musk's TeraFab will drive this demand. Chipmakers are increasing production to…

The Economic Times

Intel kicks off development on next-decade 10A and 7A process technologies — 14A node remains on track for critical October PDK release

Intel says its 14A process technology is on track for high-volume manufacturing in 2029, 10A and 7A to follow in the 2030s.

Tom’s Hardware

Mistral AI buys Austrian physics AI startup in industrial push

France's Mistral AI has acquired Emmi AI from Austria. This move aims to boost Mistral's services for European industrial clients. Emmi AI specializes in complex physics models. This acquisition will help Mistral AI better serve manufacturing and engineering tasks. The company believes tailored AI models outperform general ones. This strengthens…

The Economic Times

Europe's trillion-dollar tech giant hides a much bigger obstacle

Current EU rules may mean Europe misses out on the next ASML.

TechRadar

Why Global Tech Giants Are Suddenly Choosing India

For years, countries competed to attract global companies. Now, India is speaking differently. During his visit to The Hague, Narendra Modi made a bold statement in front of top Dutch CEOs: “No country in the world can match India’s speed.” It was not just a political line. It was a…

MyLifeXP

Dara Khosrowshahi on Uber’s India bets, AI & jobs; Nvidia’s Simplismart bet

Happy Monday! Uber CEO Dara Khosrowshahi sat down with ET to discuss the company’s ambitions in (and for) India, among other things. This and more in today’s ETtech Morning Dispatch.

The Economic Times

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Tom’s Hardware

ASML to equip India’s first commercial chip fab — $11 billion Dholera project targets 50,000 wafers a month

ASML and Tata Electronics have signed a memorandum of understanding to deploy ASML's equipment at India's first fab.

The Economic Times

Tata Electronics, ASML join hands for semiconductor manufacturing in India

Tata Electronics and ASML are joining forces to establish chip manufacturing in India. This partnership will support Tata Electronics' new semiconductor Fab in Dholera, Gujarat. ASML's advanced lithography tools will be deployed. The collaboration aims to accelerate local talent training and build a resilient supply chain.

The Economic Times

Modi in Netherlands: One firm holds the key to India's chip ambition

Prime Minister Modi's visit to the Netherlands highlights India's critical reliance on ASML, the sole provider of advanced lithography machines, for its ambitious semiconductor manufacturing goals. This Dutch company's technology is indispensable for India's multi-billion-dollar chip project, underscoring ASML's pivotal role in India's pursuit of silicon sovereignty amidst global tech…

Barchart

Why Bank of America Is Betting Big on ASML Stock as Trump-Xi Meet

As Trump and Xi meet in Beijing, ASML stock is expected to emerge as a key winner from any easing in U.S.-China chip tensions.

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Taiwan Semi’s Latest Breakthrough Isn’t Just Bad for ASML Stock, It Could Disrupt the Entire Chip Industry

Taiwan Semiconductor's A13 Process and N2U could sidestep ASML's $400 million High-NA machines, raising questions about the company's moat.

Kiplinger

Nasdaq Extends Winning Streak to 12: Stock Market Today

Crude oil was up again, and stocks were, too, as developments in the Middle East continue to command attention, but not broad price action.

MarketBeat

ASML Falls Post-Earnings, Chip-Making Expansion Anchors Outlook

ASML saw some moderate selling after its latest earnings report, but the all-important chip equipment maker still has big-time tailwinds on its side.

Barchart

Should You Buy the ASML Stock Dip?

ASML stock sinks as soft Q2 guidance weighed on the firm’s strong first-quarter results. Here’s why long-term investors should consider buying the post-earnings dip in ASML shares.

Euronews

AI expansion drives up profits for Dutch semiconductor giant ASML

ASML, the Dutch semiconductor giant, has posted a rise in net profits to €2.76 billion for the first quarter of 2026 representing a 15% increase compared to the same quarter in the previous year.

Barchart

Iran Ceasefire, Bank Earnings and Other Key Things to Watch this Week

Markets face extraordinary uncertainty following the collapse of lengthy U.S.-Iran diplomatic talks that ended with no deal, as Vice President J.D. Vance confirmed Iranian officials "have chosen not to accept our terms."

Barchart

Dear ASML Stock Fans, Mark Your Calendars for April 15

ASML stock is trading at a significant premium, and an earnings call is just around the corner. Here's what you need to keep in mind.

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