FORGOTTEN HISTORY: Asml - The Untold Story

Can Europe’s industrial legacy give it an AI advantage?

Siemens is betting big on industrial AI—and Europe's manufacturers have the data that could give it an edge.

Fortune · Oct 5

ASML turned an old BBC description into a badge of honor as its chipmaking technology took off - why “relatively obscure” is printed on its hoodie

ASML has transitioned from being relatively obscure to becoming a key player in the chip technology arena. While it does not manufacture computer chips directly, it produces machines that are critical for their production. These machines, which employ extreme ultraviolet light, require a year to construct and must function in…

The Economic Times · Sep 29

The AI Fear That Crushed Accenture Just Created Its Biggest Opportunity. Here’s What The Anthropic Partnership Means.

The same fear that cut ACN stock in half just handed Accenture a new paid role as an AI safety evaluator for Anthropic.

Barchart · Sep 27

Samsung Is Betting On An Alternative To Nvidia. Dutch AI Chip Startup Euclyd Just Raised $231 Million.

The Eindhoven-based startup is developing custom silicon and data-center systems aimed at making AI inference less costly and energy-intensive.

International Business Times · Sep 15

ASML extends chipmaking dominance as customers embrace High NA

Its existing $200 million EUV machines, essential for making advanced AI chips, are all but ​sold out through 2027, while customers have made a flurry of commitments to adopt its next generation of $400 million High NA tools.

The Economic Times · Sep 14

TSMC Smashes Monthly Revenue Record. AI Boom Drives 53% August Surge.

TSMC's second-quarter profit jumped more than 77% from the prior year, while the company projected third-quarter revenue between $44.6 billion and $45.8 billion.

International Business Times · Sep 10

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 · Sep 9

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 · Sep 8

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 · Sep 2

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 · Sep 1