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The Latest Breaking News from ASML

Amodei, Altman, and Musk Called for an AI Slowdown. Here’s Why It’s a Warning Sign for ASML Shareholders.

Any slowdown in future demand could hit ASML the hardest, since it makes the building blocks of the factories that produce AI chips.

Barchart

Chip majors make beeline for Semicon to build wider ecosystem with Indian talent

The government has announced the Semicon 2.0 scheme with an incentive of around Rs 1.27 lakh crore or USD 13.5 billion to build the semiconductor ecosystem. Union Minister Ashwini Vaishnaw said investment proposals worth USD 12 billion are likely to come under the new scheme for chip production.

The Economic Times

Weakness Is an Opportunity for Long-Term ASML Stock Investors

ASML wins commitments from Samsung, TSMC for new chipmaking

Barchart

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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

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

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

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

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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

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

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

Corning vs. Applied Materials: One Stock Beat the Other by 75 Percentage Points. The Better AI Infrastructure Play Is Clear.

Corning and Applied Materials both fuel the AI infrastructure boom, but from opposite ends of the chip supply chain. Here's the stronger buy.

Barchart

A Dutch Chipmaker's Balancing Act Between Washington And Beijing

A US bill would cut Dutch chipmaker ASML off from its Chinese customers and give allies 150 days to comply. The Hague is doing neither.

International Business Times

New 2D memory device stores data on just a single electron

Researchers build a new memory device following a single-electron storage breakthrough. It could make transferring data faster and more energy-efficient.

LiveScience

Samsung Foundry updates process roadmap to move 1.4nm node to 2029 — high-NA EUV will enable 1nm-class and smaller nodes in 2030 and beyond

Samsung Foundry has delayed its 1.4nm-class node to 2029, making SF2 one of its longest-lasting process technologies ever. The company also aims to start using High-NA EUV for its 1nm-class process technology in 2030.

Tom’s Hardware

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MarketBeat

ASML’s Dividend Growth Adds a Quiet Income Angle to Its AI Chip Story

ASML raised its interim dividend 17% year-over-year, with a payout ratio below 30%, signaling confidence as sales growth and 2026 guidance remain strong despite China market risks.

The Guardian - UK

Stock market turmoil sheds stark light on the opaque AI economy

Investors scramble to make sense of a shock Chinese challenge to the dominance of western chipmakers

The Economic Times

India enters the story as China begins to rewrite the chips playbook

India and China are pursuing sharply different semiconductor strategies. While China is developing domestic lithography machines to reduce reliance on foreign technology, India is strengthening ties with ASML through Tata Electronics to enter the global semiconductor equipment supply chain. The Tata-ASML discussions could help India build advanced manufacturing capabilities and…

MarketBeat

Everyone’s Focused on China—But That’s Not ASML’s Biggest Risk

ASML shares fell after a Chinese rival unveiled DUV lithography machines, but the firm's EUV monopoly, growing backlog, and rising guidance suggest limited near-term threat.

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Kiplinger

Dow Drops 1,153 Points as Oil Pops on Fed Day: Stock Market Today

Fed Chair Kevin Warsh reassured markets about a resilient economy, but geopolitical uncertainty remains the major factor for most interested parties right now.

International Business Times UK

Micron Technology CEO Sold $37.2M of the Stock Days Before South Korea's KOSPI Crash

Micron Technology's stock fell sharply amid a semiconductor sell-off driven by AI spending concerns and Chinese competition, with CEO Sanjay Mehrotra selling shares before the decline.

Fortune

‘A lot of panic around the AI investment’: How a chip slump is driving the Nasdaq toward correction

It’s a chip panic that “appears to be indiscriminate,” analysts say.

The Economic Times

A machine made by China sends shockwaves in the chip industry

China has begun mass-producing its own lithography machines, challenging ASML's global dominance. This development marks a significant step towards Beijing's technological self-sufficiency goals. The move comes after years of US-led export controls on advanced chip technology. This breakthrough represents a milestone in China's semiconductor manufacturing capabilities.

International Business Times

China's Lithography Breakthrough Sends Chip Stocks Lower While Experts Question Impact

China's homegrown DUV lithography breakthrough sent chip stocks tumbling, but the country remains far behind in the lithography manufacturing techniques needed to compete effectively in the global AI race.

The Economic Times

Explained: The $400 million ASML 'printers' key for the AI chip boom

Advances in AI and a global buildout of data centres have led chipmakers to expand capacity rapidly. ASML supplies tools to TSMC, which makes chips for Nvidia, as well as to memory chip makers like SK Hynix, Samsung and Micron.

Evening Standard

Earnings tonic boosts FTSE 100 as oil falls back

Well-received earnings from Unilever, Croda and GSK spurred gains on the blue-chip FTSE 100.

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