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YOU WONT BELIEVE: 2 | Mind Blowing Facts

ASML Stock Falls on Reports of Chinese DUV Competition

ASML stock sinks on reports of rising Chinese DUV competition. Here’s why ASML shares are worth buying on the dip.

China begins mass production of homegrown immersion chipmaking machines in major breakthrough, report claims — first DUV lithography units will be delivered this year to SMIC, Hua Hong, and CXMT

China begins mass production of homegrown immersion chipmaking machines in major breakthrough, report claims — first DUV lithography units will be delivered this year to SMIC, Hua Hong, and CXMT

A state-backed company in Shanghai has begun mass-producing immersion deep ultraviolet lithography machines and is due to deliver the first units this year.

Tom’s Hardware

China begins making homegrown DUV chipmaking tools: The Information

China begins making homegrown DUV chipmaking tools: The Information

The machines are expected to be delivered this year to leading ‌Chinese chipmakers, ⁠including ⁠Semiconductor Manufacturing International Corp, Hua Hong Semiconductor and ChangXin Memory Technologies, the report said, citing people familiar with the matter.

The Economic Times

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Zeiss expands German site that caps ASML's EUV scanner output — first new building opens four years after Oberkochen site groundbreaking

Zeiss Semiconductor Manufacturing Technology is adding around 25,000 square meters of production and production-adjacent space at Oberkochen in southern Germany.

Tom’s Hardware

China's memory chip makers ride AI boom to new power, US scrutiny

Chinese chipmakers CXMT and YMTC are now dictating memory chip prices globally. These companies are securing significant deals with major Chinese tech firms. Both firms are preparing for blockbuster initial public offerings soon. They face scrutiny from the United States over military ties and market power. Expanded manufacturing capacity aims…

The Economic Times

Wedbush Believes Increased Guidance From ASML Bodes Well for SK Hynix. How to Play SKHY Stock Here.

Analysts believe the raised revenue outlook is good news for memory chipmakers.

Micron Stock Is Near Bear-Market Territory. Here’s Why ASML’s Guidance Says Buy the Dip.

Micron shares have fallen sharply despite explosive growth in its data center and cloud memory businesses.

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Advanced chipmaking tool arrives at New York state innovation hub

Advanced chipmaking tool arrives at New York state innovation hub

A significant chipmaking tool from ASML has arrived in New York. This advanced equipment will drive research into future chip designs and manufacturing. The Albany NanoTech Complex is North America's sole facility of its kind. This transformative technology development places the US at the forefront of innovation. The tool is…

The Economic Times

Jim Cramer Says Intel Is His No. 1 Stock. Here’s Why.

Jim Cramer Says Intel Is His No. 1 Stock. Here’s Why.

Jim Cramer believes Intel's AI-driven turnaround is only just beginning.

Dutch chip sector at very high risk of Chinese interference, government-funded study warns — calls for stricter vetting at sites like ASML

Dutch chip sector at very high risk of Chinese interference, government-funded study warns — calls for stricter vetting at sites like ASML

The Hague Centre for Strategic Studies has rated the Dutch semiconductor industry as being at very high risk of Chinese foreign interference.

Tom’s Hardware

Global Market: ASML's AI-fuelled rally raises prospects of becoming Europe's first trillion-dollar company

Global Market: ASML's AI-fuelled rally raises prospects of becoming Europe's first trillion-dollar company

The artificial intelligence boom has propelled Dutch chip equipment maker ASML to become Europe's most valuable listed technology company, with investors increasingly betting it could become the continent's first trillion-dollar company. Strong AI-driven demand, a dominant position in advanced chipmaking equipment and bullish analyst forecasts have fuelled optimism, although geopolitical…

The Economic Times

Could AI chip boom make ASML Europe's first trillion-dollar firm?

Could AI chip boom make ASML Europe's first trillion-dollar firm?

After blowout second quarter earnings, investors and analysts are asking a once far-fetched question: could ASML become Europe's first ever trillion-dollar firm?

The Economic Times

Consumer Tech (Jul 13-17): IBM Sees Worst Day On Record, Gemini 3.5 Pro Release Delayed, Uber Acquires Delivery Hero & More

Consumer Tech (Jul 13-17): IBM Sees Worst Day On Record, Gemini 3.5 Pro Release Delayed, Uber Acquires Delivery Hero & More

President Donald Trump, hedge fund billionaire Bill Ackman and entrepreneur Anthony Pompliano criticized New York’s decision to temporarily halt approvals for new large-scale data centers.

ASML Posts Blockbuster Q2 Numbers and Raises Guidance. ASML Stock Still Has Room to Run.

The company plans to expand its capacity by 30% in the next two years.

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Tom’s Hardware

ASML looks to increase prices of its Low-NA EUV tools beyond existing productivity-based model — company wants to capture the value of all the advantages its tools offer, not just wafer throughput improvements

ASML's comments point to intentions to increase prices, though the company is expected to maintain its value-based approach to price setting. Yet, TSMC is reportedly unhappy about the potential plan.

The Economic Times

Global Market: European shares fall as tech selloff, Middle East tensions weigh; Saab gains

European shares opened lower on Friday, heading for weekly losses. Escalating Middle East tensions and a tech stock selloff dampened investor sentiment. Technology stocks led the declines, dropping significantly across global markets. Investors shifted focus toward lagging sectors like luxury goods, which saw gains. Geopolitical tensions remained a key concern,…

MU Stock Alert: What to Know as Micron Teams Up With Qualcomm

Micron has completed SCAs with seven tier 1 automotive suppliers, including Qualcomm. Here’s what these agreements really mean for MU shares in the second half of 2026.

AAP’s Unusually Active $62.50 Call Isn’t a Covered Call. It’s a Bullish Bet on a Beaten-Down Stock.

Advance Auto Parts’ Aug. 21 $62.50 call was the fourth-highest Vol/OI ratio yesterday. One of the trades was for 8,800 calls. It looked like a covered call — until a second leg revealed a bull call spread instead.

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The company that makes all the West's chipmaking machines says it's selling more than it expected thanks to 'very strong momentum in both DRAM and advanced logic'

It's all a race to catch up with astronomical demand.

The Economic Times

Global Market: TSMC to invest additional $100 billion in Arizona, raises capex on booming AI demand

TSMC will invest an additional one hundred billion dollars in Arizona facilities. This expansion underscores strong confidence in future artificial intelligence demand. The company also raised its capital expenditure guidance for the coming years. TSMC's robust second-quarter earnings beat analyst expectations significantly. This move signals sustained investment in global AI…

Jim Cramer Says ASML Rally Reflects AI Market 'Mood' as Shay Boloor Calls ASML the 'Toll Road' of the AI Revolution

On Wednesday, ASML Holding N.V.’s (NASDAQ:ASML) strong quarterly results and upbeat outlook sparked fresh commentary from market watchers, with Jim Cramer and Shay Boloor offering different perspectives.

The Economic Times

Global Market: European shares edge lower as earnings, M&A activity offset by Middle East tensions

European shares traded slightly lower as investors assessed corporate earnings and merger news. Geopolitical tensions in the Middle East kept energy inflation concerns in focus for markets. Technology stocks showed mixed performance, with ASML and Publicis gaining on strong demand. ABB announced a significant acquisition, while Delivery Hero faced a…

Broader Market Settles Higher as Positive Inflation News Outweighs Chip Rout

The S&P 500 Index ($SPX ) (SPY ) on Wednesday closed up +0.38%, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed up +0.29%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed down -0.28%. September E-mini S&P futures (ESU26 ) rose +0.35%, and September E-mini Nasdaq futures...

ASML Keeps Raising Its Sales Forecast. Here's What Comes Next for ASML Stock.

ASML reports a solid Q2 and raises full-year sales guidance again. But options data suggests downside lies ahead for ASML shares.

Applied Materials CEO Just Reinforced the AI Investment Thesis. How to Play AMAT Stock Here.

Applied Materials shares jumped after management signaled AI-driven semiconductor spending could remain elevated for years, reinforcing the company's multiyear growth outlook.

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