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RARE PHOTOS: 11 - The Real Truth

Plans to shrink particle accelerators by 1,000x could speed chipmaking by 15X - Inversion Semiconductor proposes 'tabletop' particle accelerators with petawatt lasers

Inversion Semiconductor, a 2024 startup backed by Y Combinator, aims to develop a compact, LWFA-based light source that 10 times more powerful than ASML's current EUV light sources while also targeting even shorter wavelengths.

Tom’s Hardware

ASML Stock Might Be the Safest Chip Play at This Price

ASML stock offers investors one of the best risk-to-reward ratios in the semiconductor industry today, with most bear cases already priced into it.

MarketBeat

TSMC to spend $42 billion on expansion in 2025 — ambitious plans detail nine production facilities

TSMC plans to build or ramp up nine new production facilities in 2025 — the highest in its history — as it accelerates global expansion to meet demand and rising manufacturing complexity.

Tom’s Hardware

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ASML accelerates 50-football-fields-size mega expansion plans in the Netherlands

ASML appears to have accelerated its ambitious expansion plans in the Netherlands. The site may be in action up to two years early.

Tom’s Hardware

3 Quality Stocks You Can Buy At a Discount

There are new opportunities landing in the market for those savvy and patient investors hunting for a value play in their portfolios right now.

MarketBeat

3 Stocks Just Announced Intentions to Buyback Near 10% of Shares

Check out these three large-cap stocks that just announced very large share buyback authorizations, equal to nearly 10% or more of their market caps.

MarketBeat

Chip Giant ASML Gets New Price Targets With Big Upside

ASML has a lot going for it, from a strong market position to a big-time buyback authorization. Recent analyst price targets show a large upside in this stock.

MarketBeat

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Intel has championed High-NA EUV chipmaking tools, but costs and other limitations could delay industry-wide adoption: Report

Intel has taken an early lead in High-NA EUV lithography, but widespread adoption remains constrained by high tool costs, limited exposure field size, and potential need for substantial ecosystem upgrades.

Tom’s Hardware

Nvidia Shares Drop As Chipmaker Faces $5.5 Billion Impact From China Export Restrictions

Wall Street fell in opening deals, with Nvidia shares tanking by more than six percent, and the dollar and US government bonds were under pressure again.

International Business Times

Nvidia leads decline in technology stocks, dragging Wall Street lower

Nvidia pulled Wall Street lower on Wednesday after the tech giant said new restrictions on exports to China will chisel billions of dollars off its results.

Euronews

ASML misses order expectations as CEO warns of economic uncertainty

ASML reported net bookings that significantly missed analysts’ expectations in the first quarter, although it maintained its guidance for 2025. CEO Christophe Fouquet highlighted uncertainties around the macro environment and downside risks to the company’s performance this year.

Euronews

ASML CEO Sees Growing Economic 'Uncertainty' From Tariffs

Dutch tech giant ASML warned on Wednesday of growing economic uncertainty due to US tariffs but the company kept its 2025 sales forecast intact.

International Business Times

Is ASML Holding Stock a Buy or Sell Below $700 as Tariffs Cause Market Chaos?

With markets whipsawing on tariff chaos, is ASML’s dip a danger sign or a rare shot at long-term value?

Barchart

Which companies will be impacted by Trump’s semiconductor tariffs?

Companies such as Taiwan’s TSMC and South Korea’s Samsung Electronics may be particularly hit by upcoming US semiconductor tariffs.

Euronews

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Euronews

Week ahead: ECB rate decision, China’s GDP, and major company earnings

This week, the European Central Bank’s (ECB) interest rate decision will take centre stage. The bank is expected to continue reducing its benchmark policy rates amid mounting economic risks linked to tariffs. In Asia, China’s GDP will be closely watched by investors.

Tom’s Hardware

Pat Gelsinger turns to particle accelerators for a new way to make chips, joins xLight

Pat Gelsinger is back in the semiconductor game with xLight, a company that plans to make an EUV light source using a collider.

Fortune

The 'absurd' career question young people ask $230bn semiconductor boss

ASML CEO Christophe Fouquet says young workers should focus on what they're going to do tomorrow.

PC Gamer

So, it's the mirrors. Freakishly accurate-to-an-atom-width mirrors are one big reason your modern GPU is so damned expensive

That and the lasers firing at tiny flying droplets of tin...

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Tom’s Hardware

Trump's tariffs on chipmaking tools could make U.S.-made processors more expensive

Trump's tariffs on foreign chipmaking equipment are set to raise costs for U.S. semiconductor manufacturers, threatening to disrupt investment plans and increase the cost of domestically produced chips.

MarketBeat

AI Arms Race: U.S. vs China—These 4 Stocks Stand Out

The superpowers are in an arm race, not with weapons, but with artificial intelligence (AI) technologies. Chinese AI stocks are outperforming U.S. AI stocks.

Euronews

Who are the tech winners and losers of Donald Trump’s sweeping 'Liberation Day' tariffs?

When it comes to the tech industry, semiconductor manufacturers come out largely unscathed while e-commerce giants will see major changes that could affect what price their goods are sold.

Tom’s Hardware

Russian spy infiltrates ASML and NXP to steal technical data necessary to build 28nm-capable fabs

A Russian engineer is accused of leaking confidential technical data from ASML, NXP, TSMC, and GlobalFoundries to Russia, allegedly to support construction of a 28nm-capable fab.

Tom’s Hardware

Russia completes development of 30-year-old outdated lithography tool

Russia's ZNTC and Belarus's Planar have completed the development of a 350nm-class lithography system, but despite its symbolic value, the machine lags far behind global standards.

Tom’s Hardware

Intel's board gets industry-focused as three directors will not seek re-election — badly needed shift to deeper tech experience

Intel's board to shrink from 14 to 11 as three directors will not seek re-election later this year.

Tom’s Hardware

China's SiCarrier challenges U.S. and EU with full-spectrum of chipmaking equipment — Huawei-linked firm makes an impressive debut

Huawei-linked Chinese startup has developed a nearly complete suite of semiconductor manufacturing tools to enable fully domestic chip production amid escalating export controls.

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