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The Latest Breaking News from ASML

U.S. allows TSMC to import chipmaking equipment to its China fabs — Samsung, SK hynix likewise receive go signal from Commerce Department

The U.S. Department of Commerce didn't renew the validated end-user status of these chipmakers, requiring them to acquire annual licenses to import chipmaking tools containing U.S. tech into their Chinese fabs.

Tom’s Hardware

China tells chipmakers to use homegrown chipmaking tools for 50% of new capacity — decree designed to squeeze foreign suppliers out of supply chain

China has quietly mandated that at least 50% of equipment used for new semiconductor capacity be domestically sourced. However, as China's industry cannot produce enough lithography tools, authorities tend to get flexible and allow foreign alternatives in.

Tom’s Hardware

Intel's Fab 52 is bigger and better equipped than TSMC's Arizona facilities — Intel's production volume dwarfs TSMC's operations in the U.S.

Intel's Fab 52 in Arizona is currently the most advanced chip production facility in America, but it has yet to reach its full 40,000-wafer capacity due to low 18A yields.

Tom’s Hardware

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Surprising biomedical application found for ASML’s chipmaking EUV lithography machines — they can mass produce nanopores for molecular sensing

IMEC has successfully demonstrated the full wafer-scale fabrication of nanopores using ASML’s state-of-the-art extreme ultraviolet (EUV) machines.

Tom’s Hardware

Ex-ASML workers reverse-engineered state of the art chipmaking machines to get China far closer than previously thought to independence from foreign tech

China might really be on the heels of the West, this time.

PC Gamer

China may have reverse engineered EUV lithography tool in covert lab, report claims — employees given fake IDs to avoid secret project being detected, prototypes expected in 2028

China has reportedly built and begun testing a secret EUV lithography prototype using ASML-style laser-produced plasma technology. Yet, despite generating 13.5-nm light, the system remains unable to make chips and appears to be years away from achieving a complete, production-ready EUV manufacturing capability.

Tom’s Hardware

Intel installs industry's first commercial High-NA EUV lithography tool — ASML Twinscan EXE:5200B sets the stage for 14A

Intel has installed and qualified ASML's TWINSCAN EXE:5200B, the first High-NA EUV lithography tool designed for commercial production, reiterating Intel's plans to use High-NA EUV patterning for 14A process technology and onwards.

Tom’s Hardware

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This is Europe’s secret weapon against Trump: it could burst his AI bubble

Growth in the US economy – and the president’s political survival – rest on AI. The EU must use its leverage and stand up to him, says the Irish Council for Civil Liberties’ Johnny Ryan

The Guardian - UK

AI & Quantum's Next Big Winners: 3 Small-Cap Stocks to Watch in 2026

AI and quantum computing investment dominated in 2025. These are three small-cap names to watch in 2026 with growing interest from AI and quantum customers.

MarketBeat

One of the world’s most-visited museums is opening a new branch

The Rijksmuseum drew nearly 2.5 million visitors in 2024

The Independent UK

ASML under fire for selling DUV equipment to Chinese firm with military ties, says the machines are not subject to export controls — fears grow that 'old technology' will bolster Beijing's quantum effort

Dutch chip manufacturing design firm, ASML, has been accused of selling chip fabrication hardware to a Chinese defence firm tied to the ruling party. Although it claims the technology was old, it has raised concerns over its potential use in developing new quantum technologies, particularly with military applications.

Tom’s Hardware

ASML's China Dealings Stir Tension After Military Link Report

ASML Holding NV (NASDAQ:ASML) faces renewed global scrutiny as reports highlight its customer exposure in China, while strong demand for its critical chipmaking tools continues to underpin its long-term growth outlook.

Benzinga

Uber To Rally Around 43%? Here Are 10 Top Analyst Forecasts For Wednesday

Top Wall Street analysts changed their outlook on these top names. For a complete view of all analyst rating changes, including upgrades and downgrades, please see our analyst ratings page.

Benzinga

Howard Lutnick Says Trump Administration Chip R&D Partnership With Former Intel CEO Pat Gelsinger's Startup Can 'Fundamentally Rewrite The Limits'

On Monday, the Donald Trump administration said it has signed a preliminary, nonbinding agreement to take an equity stake in xLight.

Benzinga

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Barchart

Morgan Stanley Just Named This Stock a Top Semiconductor Pick. Should You Buy Shares Now?

ASML wins top-pick status as AI drives demand, but its premium value leaves little room for mistakes.

Benzinga

Robinhood, Beyond Meat, Tilray Brands, ASML And SMX (Security Matters): Why These 5 Stocks Are On Investors' Radars Today

Stocks surged ahead of the Thanksgiving holiday, with the tech-heavy Nasdaq leading the charge, gaining 0.82% to 23,214.69. The SP 500 gained 0.69% to 6,812.61, while the Dow Jones Industrial Average gained 0.67% to 47,427.12.Investors are optimistic as the market enters a typically strong period for corporate sales. Fresh labor-market…

Benzinga

Forget Applied Materials— This Nvidia And Intel Supplier Is Set To Seize AI Demand Amid Rising Quality Score

ASML Holdings NV (NASDAQ:ASML) saw its fundamental profile strengthen this week, with its quality score rising to 90.18 from 89.87 the previous week.

Tom’s Hardware

ASML allegedly offered to spy on China for the US — company proposed being 'Washington’s eyes and ears in China' after breaking gentlemen’s agreement on limiting DUV sales to country, says new book

ASML allegedly offered to spy on its customers for the U.S. after it was caught breaking a gentleman's agreement that limited the number of DUV lithography machines it could sell to China.

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MarketBeat

Applied Materials: Up 40% in 2025 With Room to Run Long-Term

Applied Materials' latest earnings showed a significant drop in sales and EPS. However, shares are up big in 2025, with room to keep moving higher long-term.

Benzinga

Goldman Sachs Says ASML Could See Massive Revenue Surge By 2030 As Demand For Key AI Component EUV Soars

Goldman Sachs analysts projected that ASML Holdings‘ (NASDAQ:ASML) revenue could more than double its 2030 expectations, driven by the escalating demand for extreme ultraviolet radiation (EUV), a critical component of AI infrastructure.

Benzinga

Micron, Nvidia, Apple Among Q3's 'Hot List' As Hedge Funds Load Up On Tech All Over Again

If you want to know where hedge funds pointed their biggest third-quarter bets within the tech sector, the 13F Heat Map just handed over a cheat sheet — and it's basically a semiconductor roll call.

Benzinga

ASML Unfazed By Netherlands-China Chip Tensions Amid Nexperia Crisis: 'It Will Not Affect Our Business...'

ASML Holding NV (NASDAQ:ASML) CEO Christophe Fouquet stated on Sunday that the ongoing tensions between the Netherlands and China have not impacted the Dutch chip-gear manufacturer.

Benzinga

Key AI Chip Supplier ASML Deepens Ties With Samsung and SK hynix in South Korea

Dutch chip equipment giant, ASML Holding NV (NASDAQ:ASML) opened its new 16,000-square-meter Hwaseong Campus in South Korea on Wednesday to strengthen research, development, and collaboration with key partners Samsung Electronics Co Ltd (OTC:SSNLF) and SK hynix.

Tom’s Hardware

Substrate's claims about revolutionary ASML-beating chipmaking technology scrutinized, analyst likens the venture to a fraud — report pokes holes in the startup's technology, messaging, and leaders

Analyst likens Substrate's tech, messaging, and leadership to a fraud.

Tom’s Hardware

American startup Substrate promises 2nm-class chipmaking with particle accelerators, at a tenth of the cost of EUV — X-ray lithography system has potential to surpass ASML's EUV scanners

A U.S. startup is developing a compact particle-accelerator-based X-ray lithography system that could surpass ASML's EUV scanners in resolution and cut wafer costs tenfold by the end of the decade, but its plan to build its own fabs rather than sell tools means it must reinvent the entire semiconductor production…

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