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The Latest Breaking News from ASML

Ed Davey apologises to Alan Bates at the Post Office Horizon inquiry – as it happened

Lib Dem leader had declined meeting with campaigner in May 2010, saying "‘I do not believe it would serve any useful purpose’

The Guardian - UK

Asian Markets Drop With Wall St As Biden Sparks Fresh Chip Fears

Asian markets sank with Wall Street on Thursday after a warning from the White House that it would target firms supplying China with key semiconductor technology, and Donald Trump's comments on crucial chip supplier Taiwan.

International Business Times

Nvidia shares tumble over 6% amid geopolitical fears

The Biden administration is weighing tighter export controls to stymie China as Donald Trump sparked doubt about America’s commitment to Taiwan.

Fortune

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U.S. planning 'draconian' sanctions against China's semiconductor industry: Report

U.S. government wants to further restrict curbs for China's semiconductor sector as foreign companies still sell fairly advanced tools to Chinese entities.

Tom’s Hardware

4 AI Stocks That Nancy Pelosi and Political Insiders Are Betting On Now

Key political insiders are putting their weight behind these AI stocks. Should you follow suit?

Barchart

China is still a decade behind the U.S. in chip technology—but the world still needs the mature chips it's making, says ASML's CEO

Christophe Fouquet asserted in a Monday interview that non-Chinese chip industries are not producing enough mature chips to meet demand.

Fortune

US, China Chip War may continue for decades, says former ASML CEO — Wennick shares insights from selling chipmaking gear to both sides

Former ASML CEO Peter Wennick shared in a recent interview his thoughts on the Chip War. Recently retiring after turning ASML into a giant, Wennick played both sides of the conflict to sell chipmaking equipment.

Tom’s Hardware

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China's production of boring chips is getting exciting

The EU may place restrictions on imports of so-called legacy chips from China, but ASML, Europe's biggest tech firm, warns of negative consequences.

Fortune

Key chipmaking tools are missing from China’s new self-made list of semiconductor industry challenges — lithography machines are curiously absent

The China Associate for Science and Technology listed the country's semiconductor challenges, and lithography tools are notably absent from the list.

Tom’s Hardware

China is poised to dominate the market for legacy chips

U.S. Commerce Secretary Gina Raimondo warned in April that 60% of all mature chips coming into the market will come from China.

Fortune

After Nvidia and Broadcom, This Could Be the Next Semiconductor Stock to Split

ASML could be poised to follow in the footsteps of Nvidia and Broadcom by announcing a stock split, making its shares more accessible to retail investors. With its high share price and strong growth prospects, will ASML be the next big semiconductor stock to split?

Barchart

China only produces 1% of critical litho chipmaking tools, exposing it to harsh US sanctions — investment in domestic toolmakers looks to reverse the trend

Only 20% of China's chipmaking tools are domestically made, putting the country at the mercy of external forces.

Tom’s Hardware

2 Semiconductor Giants That Could Follow Nvidia With a Stock Split

After industry heavyweight Nvidia announced a 10-for-1 stock split, these high-priced semiconductor stocks could be the next names to follow suit.

Barchart

ASML sets new EUV chipmaking density record, proposes Hyper-NA tools and radical EUV speed boosts

At imec’s ITF World 2024, ASML announced it set a new chipmaking density record with its first High-NA machine and proposed a Hyper-NA chipmaking tool and potential roadmaps. ASML also plans to radically boost the speed of future ASML tools.

Tom’s Hardware

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Windows Central

Plans for China's invasion of Taiwan could be thwarted by a leading European chipmaker's "kill switch," which can remotely deactivate sophisticated chipmaking equipment

ASML and TSMC have a super secret way that they can leverage to remotely access high-tech chipmaking machines and disable them. This would especially come in handy in the event that China decides to go after Taiwan.

AnandTech

Rapidus Adds Chip Packaging Services to Plans for $32 Billion 2nm Fab

To say that the global foundry market is booming right now would be an understatement. Demand for leading-edge process technologies driven by AI and HPC applications is unprecedented, and with Intel joining the contract chipmaking game, this market segment is once again becoming rather competitive as well. Yet, this is…

TechRadar

Taiwan chip companies can turn off manufacturing if Chinese troops show up

China refuses to rule out an invasion, so the US wants assurances that manufacturing can be turned off from anywhere.

PC Gamer

The world's largest chipmaker could flip a kill switch and remotely disable its machines in the event of an invasion

That's one helluva kill switch.

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iMore

iPhone and Mac chipmaker TSMC can disable its factories should China invade Taiwan amid ongoing tensions between the two countries

Apple partner TSMC can remotely disable the machines it uses to produce chips for Apple and other US companies should China choose to invade Taiwan. The news comes following concerns about what might happen should an invasion take place.

Tom’s Hardware

TSMC’s EUV machines are equipped with a remote self-destruct in case of an invasion

ASML and TSMC have added kill switches to advanced EUV lithography machines to prevent them from falling into the wrong hands.

AnandTech

TSMC Outlines Path to EUV Success: More Tools, More Wafers, & Best Pellicles In Industry

Although TSMC can't claim to be the first fab to use extreme UV (EUV) lithography – that title goes to Samsung – they do get to claim to be the largest. As a result, the company has developed significant experience with EUV over the years, allowing TSMC to refine how…

Tom’s Hardware

US to increase tariffs on Chinese semiconductors by 100% in 2025 — officials say it protects the $53 billion spent on the CHIPS Act

The U.S. will increase import tariffs on Chinese semiconductors from 25% to 50% in 2025.

Barchart

Is It Time to Buy the Dip in ASML Stock?

With ASML Holdings down over 13% from its 52-week peaks, is now an opportune time to buy the dip in the stock?

Barchart

Should You Buy These Semiconductor Stocks On the Dip?

The Street-high target prices for these two chip stocks imply gains of 27% to 82% in the next 12 months.

Tom’s Hardware

ASML claims US ban on servicing China chipmaking tools will not hurt the company

The Dutch government may ban ASML from servicing high-end wafer fab tools in China, but the outgoing ASML CEO says this will not be a major problem for earnings.

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