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FORGOTTEN HISTORY: 15 - The Untold Story

$2T Norway oil fund CEO: AI boom creates concentration risk ‘we have never seen before’

Nicolai Tangen’s $2 trillion oil fund holds billions in AI companies, but he thinks they’re emerging as a key risk area.

Fortune · Oct 21, 2024

Samsung reportedly delays purchase of fab tools for fab in Texas — chipmaker allegedly faces challenges with securing clients

Samsung reportedly delays purchase of fab tools for fab in Texas — chipmaker allegedly faces challenges with securing clients

Samsung postponed the delivery of new tools from ASML.

Tom’s Hardware · Oct 18, 2024

Wall Street rebounds as corporate earnings boost sentiment

Wall Street rebounds as corporate earnings boost sentiment

Nvidia shares rose 3.1%, after a sharp decline the previous day.

Fortune · Oct 16, 2024

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ASML loses $75.7 billion market cap from updated sales projections, likely due to lower demand from China and delayed Intel fab

ASML lowers its 2025 outlook because of normalization of demand from China, Intel's delay of European fabs, and overall spending in the semiconductor sector.

Tom’s Hardware · Oct 16, 2024

2 Semiconductor Stocks, Besides ASML, That Rep. Marjorie Taylor-Greene Just Bought

The Republican representative from Georgia just loaded the boat on semiconductor stocks.

Barchart · Oct 16, 2024

ASML shares nosedive after company accidentally releases earnings early

Plunge of up to 15% comes after ASML's earnings reveal lower 2025 sales forecast and weaker orders.

Fortune · Oct 16, 2024

Stock market today: Asian shares track Wall St decline, as selling hits tech companies

Shares are mostly lower in Asia after U.S. stocks pulled back from their records

The Independent UK · Oct 16, 2024

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Asian Markets Track Wall Street Losses On Worries Over Tech Rally

Asian Markets Track Wall Street Losses On Worries Over Tech Rally

Asian markets mostly fell on Wednesday after a tech-led sell-off on Wall Street fuelled by worries about the sustainability of the AI rally, while oil prices clawed back some of the previous two days' hefty losses.

International Business Times · Oct 16, 2024

The creator of Moore’s law said it couldn’t ‘continue forever’—and would be astounded by the chips Intel and its competitors are making now

The creator of Moore’s law said it couldn’t ‘continue forever’—and would be astounded by the chips Intel and its competitors are making now

The creator of Moore’s law acknowledged it couldn’t “continue forever“—but underestimated how human ingenuity keeps powering advances.

Fortune · Oct 12, 2024

China's 3D NAND leader YMTC gradually switching to homegrown chipmaking tools

China's 3D NAND leader YMTC gradually switching to homegrown chipmaking tools

While China-based YMTC increases share of domestic tools, it still cannot reject equipment made in Europe and the U.S.

Tom’s Hardware · Sep 19, 2024

Chinese company develops 65nm-capable lithography machine for domestic chipmaking — system still trails behind ASML and Nikon, though

Chinese company develops 65nm-capable lithography machine for domestic chipmaking — system still trails behind ASML and Nikon, though

The Chinese government says domestic companies have developed litho tools capable of 65nm and 110nm resolution.

Tom’s Hardware · Sep 16, 2024

China's SMEE files patent for an EUV chipmaking tool — tool aims to break the shackles of ASML export restrictions

China's SMEE files patent for an EUV chipmaking tool — tool aims to break the shackles of ASML export restrictions

Shanghai Microelectronics Equipment patents key components of an EUV lithography tool.

Tom’s Hardware · Sep 13, 2024

Is It Time to Hit the Exits on ASML Stock?

Is It Time to Hit the Exits on ASML Stock?

The article explores whether investors should consider selling ASML stock, given its 28% pullback from July highs amid trade and export control tensions.

Barchart · Sep 12, 2024

TSMC's first High-NA EUV litho tool to begin installation this month say industry insiders

TSMC's first High-NA EUV litho tool to begin installation this month say industry insiders

TSMC to start installing High-NA EUV system for R&D purposes this month.

Tom’s Hardware · Sep 10, 2024

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Tom’s Hardware · Sep 8, 2024

China vexed at expansion of ASML chip tool export controls, reveals ministry statement

The Chinese government is not satisfied with the Dutch government's decision to export control ASML's Twinscan NXT:1970i and 1980i.

Tom’s Hardware · Sep 6, 2024

Dutch government retakes export control over ASML's fab tools

ASML's Twinscan NXT: 1970i and 1980i now require an export license from the Dutch government rather than the U.S. government.

International Business Times · Sep 6, 2024

Dutch Match US Export Curbs On Semiconductor Machines

The Dutch government announced Friday broader restrictions on exports of semiconductor-making machines produced by sector heavyweight ASML, aligning itself with US curbs on technology at the centre of trade tensions with China.

The Independent UK · Sep 6, 2024

The Dutch government is expanding export restrictions for processor chip machines

The Dutch government is expanding export restrictions on machines that make advanced processor chips that can be used in weapons systems

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Tom’s Hardware · Sep 5, 2024

Russia bypasses sanctions and obtains spare parts for decades old ASML chip making machines: Report

Russian companies get spare parts for ASML's PAS 5500 lithography steppers from 1990s – 2000s through China-based intermediaries.

TechRadar · Sep 3, 2024

EU needs to update Chips Act and provide more support, semiconductor body says

A European body representing the chips sector is urging the EU to update its Chips Act to offer more support.

Tom’s Hardware · Aug 29, 2024

Dutch government to ban ASML from servicing installed wafer tools in China

ASML's advanced DUV tools installed at Chinese fabs may become inoperable next year if the Dutch government bans their service by ASML.

Tom’s Hardware · Aug 15, 2024

Samsung may start installing its first High-NA EUV litho tool in late 2024

Samsung will be about a year behind Intel in installing ASML's Twinscan EXE:5000 High-NA litho tool for development purposes.

StockNews.com · Aug 13, 2024

Can ASML Holdings Continue to Dominate the Semiconductor Market?

ASML Holding (ASML) reported mixed financial results in the second quarter of 2024. The company’s long-term outlook appears bright with strategic investment in capacity expansion and new technology; however, it faces decelerating sales growth and industry uncertainties. So, should you buy or hold this chip stock? Read more to find…

Barchart · Aug 11, 2024

3 Top European Stocks to Grab Now for AI Upside, Besides ASML

With AI revolutionizing industries, here are three top-notch European stocks, besides ASML, to consider for potential gains.

AnandTech · Aug 8, 2024

Imec Successfully Demonstrates High-NA Lithography for Logic and DRAM Patterning for First Time

Imec and ASML have announced that the two companies have printed the first logic and DRAM patterns using ASML's experimental Twinscan EXE:5000 EUV lithography tool, the industry's first High-NA EUV scanner. The lithography system achieved resolution that is good enough for 1.4nm-class process technology with just one exposure, which confirms…

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