ASML

Korea Investment & Securities: according to our recent checks, DUV lithography shipments next year could fall about 100 units short of customer demand. $ASML

BOOM 🎐 SpaceX just set a sky-high bar for Tesla’s earnings call later today 🔥 From Starship’s next milestones and Starlink’s expansion to massive AI infrastructure plans, new products, and extraordinary revenue ambitions, SpaceX’s Q3…

China basically fired a test shot. China’s rare earth export controls give it powerful leverage over key parts of the global semiconductor industry, including equipment makers. If Beijing wanted to, could it effectively make the global…

Terafab may receive its first EUV lithography tool from ASML by the middle of next year. $ASML https://t.co/vlhHt8cHyC

ASML Is Building a Hybrid Bonding Tool! https://t.co/WKf466XKw4

ASML CFO says US Match Act limiting DUV sales to China would be counterproductive Indeed...for more see comments... https://t.co/6XibSqdth1

China has mapped out supply chains for targets for its export controls. https://t.co/Naa7p4pcOI https://t.co/NA0TjO9e6y

$SPY fell 1.1% today to around $769 after dropping as low as $766.71, as a hot inflation report pushed rate hike odds higher and hit AI stocks. Here are the top stories you need to know. 1. September CPI came in at 3.7% from a year ago…

‘Watch Your Head’ in AI. OpenAI, CoreWeave & ASML. ARD #184 …OpenAI’s new compute chief, CoreWeave’s ‘unlimited’ money hunt, ASML’s orders to 2030, and GTA VI. $TTWO $ASML $CRWV Full writeup and source links: https://t.co/O6nAfmnFZH…

Langdao Silex Tech showcased its Flint-LPP EUV light source @ 2026 CIIF. While FlintNano is already in production, FlintMicro is still been validated. It also has Glow series of MOPA laser of up to 20 kW which seems to be sufficient for…

ASML's strong orders ease fears AI spending boom is running out of steam https://t.co/Gyg6AVO62E

yes, very very bad idea... https://t.co/abuzkfpMja

EU in talks with China to secure relief from sanctions on Germany's Sindlhauser Materials, a key supplier to ASML Sindlhauser, which relies on Chinese rare earths and critical minerals supplies, is at risk of going out of business in the…

$ASML just told us the AI buildout is nowhere near done. -Q3 EPS: $14.88 vs $12.47 expected -Q3 sales: $13.4B vs $13.18B expected, up 53% year over year -Gross margin: 57.5%, above their own guidance Then the guide. Next quarter’s sales…

ASML has reported a beat: "some customers are expressing an interest in placing orders with us for 2029 and even 2030." "we now expect that our supply as currently planned for both 2027 and 2028 will not fully meet the demand of our…

BofA on CXMT's 4F2 architecture: Restricted from importing ASML’s EUV lithography tools due to US sanctions, CXMT is likely advancing toward 4F2 architecture faster than the "Big 3" DRAM manufacturers. While the top three producers have…

$SPY finished basically flat today, closing at $778.01 for a 0.01% loss after dipping as low as $775.95 earlier in the session as chip stocks sold off. Here are the top stories you need to know. 1. Memory stocks got hit again on worries…

The 6×6-inch photomask has not changed in nearly half a century. High-NA EUV's 4x/8x anamorphic optics halve the exposure field, so ASML and TSMC are pushing a 6×12-inch format: pilot line 2031, production support 2033. The mask supply…

TSMC, ASML eye 12-inch photomasks to unlock High-NA EUV's full-field potential https://t.co/TrrqvTChCj

Inside. @TerafabCorp has put in an order for @ASMLcompany EUV machines, and sees delivery of the tools to its R&D fab mid-2027. (though, this timeline may be a little rubbery) https://t.co/tiJDDso0Qb

ASML has sent a 10% price hike proposal to Samsung and SK Hynix on every spare part it sells. $ASML https://t.co/SVp67C9bw0

ASML's CEO, Christophe Fouquet, on AI demand: "In the course of the last 6 months, everyone started to realize that these AI opportunities is going to translate for real into a major buildout of infrastructure, which would take most…

Amen to this. This indeed requires an answer. I do not leave this critical issue unaddressed in my assessment of this report of course. See comments https://t.co/lu1rDVt1H3

👇👇👇 https://t.co/GzZzBwV7ou

Capital only buys the cleanroom. Advanced lithography and deposition tools get a fab to the starting line. Sustained wafer yield comes down to the process engineers on the floor managing drift. https://t.co/PZIPnPS6Yw

ASML plans at least 80 EUV systems in 2027 and is exploring output beyond 110 in 2028, about 30% more capacity. Huang sees Chinese advanced lithography by around 2030; Musk says the compute gap narrows in two to three years. A decade-long…

The true chokepoints in the semiconductor supply chain are the specialized material science and precision engineering firms. Companies like ASML, Tokyo Electron, HOYA, and Shin-Etsu operate as critical, irreplaceable nodes that enable…

The semiconductor industry is not a market. It’s a stack of monopolies. Everyone talks about TSMC and NVIDIA. Almost nobody talks about the companies without which neither can ship an advanced chip. • ASML: lithography tools • Tokyo…

Dutch chip startup Euclyd has raised more than €200 million in funds and named ASML Holding NV’s former CEO Peter Wennink as chairman. Series A financing was co-led by Samsung Electronics, Somerset Capital Partners and the EU’s Scaleup…

Nomura: EML & CW material and equipment value chain $AXTI $COHR $LITE $ASML $AMAT $LRCX

Semiconductor Supply Chain Ecosystem Via PDF Solutions slide deck $ASML $TSM $INTC $TSEM $NVDA $MRVL $AVGO

The frontier AI market just got a harder-to-ignore data point from Europe. Mistral raised a 3B euro Series D announced yesterday. Samsung led, joined by EQT's Scaleup Europe Fund and PSG Equity. Advent, BlackRock, and the Grand Duchy of…

ASMLとTSMC、EUVマスク大型化へ業界連携-https://t.co/8EntpPbKlf ASMLとTSMCは、次世代High NA EUV露光技術向けフォトマスクを6インチから12インチへ大型化する共同構想を発表。31年までに試験生産ラインを整備し、33年の先端半導体量産対応を目指す。

ASML wins commitments from top chipmakers to use its latest semiconductor production gear https://t.co/8xAzlpo2Xm

Mistral raised €3B at more than €21B post-money, led by Samsung Electronics — up from €11.7B a year ago under an ASML-led round. CEO Mensch says owned compute grows ~100% in five years and expects ARR above $1B this year. Sovereignty here…

Yeah guys, I perfectly timed the bottom. I sat on cash for weeks and waited for the right moment to buy. Rather than aimlessly buying the semis falling knife after Leopold got liquidated. - $BE up 33%: thanks to $SPY inclusion. - $NBIS up…

TSMC and ASML Announce Initiative to Pioneer Industry Transition to Large-Format Photomasks for High NA EUV https://t.co/qooLTJOEqe

The European AI capital raise narrative just shifted. Mistral closed €3 billion in a Series D, the largest equity round a European tech company has ever done in any category. Three years after launch. Samsung led. EQT's Scaleup Europe Fund…

ASML to expand Japan workforce to aid next-gen chipmakers Rapidus, TSMC Dutch equipment maker to lift headcount to about 700 from 500, Japan unit chief says https://t.co/TgOOk2MWgU via @NikkeiAsia

This UBS estimate that China is 15 years behind on EUV needs some caveats. First, information is very hard to get on China’s EUV efforts—for a reason. All estimates have large error bars. Second, this estimate seems based on where ASML was…