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INSANE: 14 | Vintage Vibes

ASML triples order bookings in Q4 2023 thanks to demand for EUV tools

Driven by pre-orders for advanced wafer fab equipment, ASML's orders bookings increased to $10 billion in Q4 2023.

Tom’s Hardware

'Positive Signs' For Chip World As ASML Profits Soar

Dutch tech giant ASML, which supplies chipmaking machines to the semiconductor industry, reported Wednesday a rise in annual net profit despite a high-tech trade spat between China and the West.

International Business Times

China's chipmaking tool imports climb to $40 billion as the country chases semiconductor manufacturing self-sufficiency

China's semiconductor tool imports increased by 14% to $40 billion as the country tries to become its own chipmaker.

Tom’s Hardware

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Asian Shares Drop as Wall Street Slumps, Tech Stocks Dip

Market volatility continues as Asian shares drop following Wall Street's slump. Gaming stocks rise in China while US tech giants face losses. Oil prices re...

Top News

Stock market today: Asian markets track Wall Street's decline, eroding last year's gains

Asian shares have dropped after Wall Street started 2024 with a slump, giving back some of its big gains from last year

The Independent UK

ASML's First High-NA EUV Litho Scanner Arrives At Intel [UPDATED]

Update 1/5/2024: Intel Oregon announced on Thursday that it has received its shipment of ASML's first-generation Twinscan EXE:5000 High-NA EUV lithography scanner. The two companies will start assembly process of the machine shortly and then Intel will start its High-NA learning curve with the aim to insert the technology into…

AnandTech

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

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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

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

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

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

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Tom’s Hardware

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.

Fortune

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.

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Barchart

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.

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.

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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