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Chip rout deepens as China supply fears rattle Micron and peers
technology26 days ago

Chip rout deepens as China supply fears rattle Micron and peers

Micron Technology’s MU slid 8.9% on Tuesday and is down more than 29% in July, putting it on track for its worst monthly drop since 2015, as investors fret about China’s domestic chip and tooling supply and possible export controls. Other memory and storage names like Sandisk (SNDK) and Western Digital (WDC) also declined, amid a broader chip-supply scare tied to China’s push for homegrown lithography and memory tech (CXMT, ChangXin Memory Technologies) and policy moves such as the MATCH Act. Analysts cite geopolitical and supply-chain dynamics, with Nvidia’s AI commitments and ASML’s dominant position shaping sentiment, signaling a cautious, risk-off tone for tech hardware and AI-related equities.

via MarketWatch|
#asml#china-supply-fears#micron
China accelerates chip self-sufficiency with domestically built immersion DUV lithography tools
technology28 days ago

China accelerates chip self-sufficiency with domestically built immersion DUV lithography tools

China has begun mass-producing domestically developed immersion DUV lithography machines led by Shanghai Aishengna Electronic Technology Group, incorporating teams from lithography startups as part of Beijing’s push for semiconductor self-sufficiency. Immersion DUV tools use water between the lens and wafer to print finer patterns and are crucial for advanced chipmaking; initial deliveries are expected to major Chinese manufacturers like SMIC, Hua Hong, and CXMT, with about five units this year and around 20 in 2027. Analysts say the move strengthens China’s options but is not an immediate threat to ASML, given ongoing testing and reliability challenges and ongoing export controls shaping the competitive landscape.

via Yahoo Finance|
#asml#china#immersion-duv
ASML Raises Guidance Again, Signaling Multi‑Year AI‑Driven Demand
business1 month ago

ASML Raises Guidance Again, Signaling Multi‑Year AI‑Driven Demand

ASML beat earnings again and raised its 2026 outlook for the second straight quarter, while increasing 2027 EUV production to 84 machines with orders nearly fully booked, signaling durable, multi‑year AI‑driven demand from leading chipmakers; management expects capacity growth into 2028, reinforcing ASML’s role as a foundational AI infrastructure supplier, though export restrictions to China remain a risk.

via 24/7 Wall St.|
#ai#asml#backlog
ASML lifts 2026 sales outlook on AI-driven chip boom
business1 month ago

ASML lifts 2026 sales outlook on AI-driven chip boom

ASML posted strong Q2 results and raised its 2026 net sales guidance to about $49.2–$51.5 billion, well above analyst estimates, as demand for EUV lithography gear accelerates amid the AI-driven semiconductor boom. The company said orders extend into 2028, with long-term capex commitments from customers like TSMC, Intel, SK Hynix and Micron, underscoring robust investment in advanced manufacturing equipment. Its shares have surged this year on the AI infrastructure rally.

via Yahoo Finance|
#2026-sales-guidance#ai-driven-semiconductor-boom#asml
ASML lift cushions markets as memory-chip slide weighs on tech
markets1 month ago

ASML lift cushions markets as memory-chip slide weighs on tech

Stocks edged higher as the Dow rose about 0.3%, the S&P 500 about 0.4%, and the Nasdaq roughly 0.6% after ASML lifted its annual sales forecast and signaled expanded chipmaking capacity, even as memory-chip names Micron and SK Hynix slid more than 7%. On the data front, wholesale inflation cooled in June ahead of CPI data, helping ease inflation pressures amid a busy earnings season with Morgan Stanley, BlackRock and Johnson & Johnson reporting before the bell and United Airlines after the close.

via Yahoo! Finance Canada|
#asml#inflation#markets
AI surge boosts ASML forecast as EUV demand climbs
technology1 month ago

AI surge boosts ASML forecast as EUV demand climbs

ASML raised its full-year sales outlook for the second time this year amid a surge in AI-driven demand for its extreme ultraviolet lithography (EUV) machines. The company plans a 30% capacity increase for its EUV systems next year (with a possible similar expansion in 2028) and says orders for 2027–28 are already strong, helped by major chipmakers like Intel and TSMC. In Q2, revenue rose 21% to €9.3bn and net income to €2.9bn, with annual net sales now forecast at €43–€45bn, well above consensus.

via Financial Times|
#artificial-intelligence#asml#euv
Chip rout trims market gains as ASML lifts outlook
business1 month ago

Chip rout trims market gains as ASML lifts outlook

U.S. stocks edged higher but semiconductor names fell despite ASML lifting its annual sales forecast on AI demand; Micron and SK Hynix slid while Apple helped lift the market. The backdrop included cooler wholesale inflation data aiding risk sentiment and investors eyeing earnings from Morgan Stanley, BlackRock and Johnson & Johnson, with United Airlines slated to report after the close.

via Yahoo Finance|
#apple#asml#business
AI-driven outlook from ASML lifts futures as earnings season begins
markets1 month ago

AI-driven outlook from ASML lifts futures as earnings season begins

US stock futures edged higher after ASML lifted its annual sales forecast on AI demand and announced a 30% capacity increase, helping lift tech shares and broader sentiment ahead of key inflation data and Fed remarks. S&P 500 futures rose about 0.2% and Nasdaq futures about 0.5% as investors await the Producer/Consumer Price indices and the Fed Beige Book, plus Warsh’s Senate testimony. Earnings from Morgan Stanley and BlackRock are on deck, with Johnson & Johnson and United Airlines also reporting; wholesale inflation cooled more than expected, fueling rate‑cut hopes while oil prices climb amid geopolitical tensions.

via Yahoo Finance|
#ai#asml#futures
Memory Giant SK Hynix’s Nasdaq Raise Ignites AI-Chip Demand Rally
business1 month ago

Memory Giant SK Hynix’s Nasdaq Raise Ignites AI-Chip Demand Rally

SK Hynix plans to raise about $28 billion on the Nasdaq via ADRs, the second-largest stock sale in history, to fund memory-fab expansions in South Korea and to buy ASML EUV lithography machines, signaling a strong AI-capex cycle. The news helped lift chip-related stocks even as leadership names like NVIDIA and Broadcom forecast robust AI/data-center demand and Applied Materials lifted its 2026 equipment-growth outlook to over 30%. Micron and other memory players benefited from AI-driven memory demand, though some analysts warn of froth in the sector as the AI hardware buildout continues.

via 24/7 Wall St.|
#applied-materials#asml#broadcom
US scrutinizes ASML over possible EUV export to China, ASML denies shipment
technology2 months ago

US scrutinizes ASML over possible EUV export to China, ASML denies shipment

Washington is pressing ASML on whether an EUV lithography machine reached China despite export bans; ASML denies shipping EUV systems and says it complies with rules, while officials allege related equipment was sent but have provided no documents. The dispute highlights broader debates over widening export controls, potential impacts on ASML’s revenue, and looming legislation to curb Chinese access to advanced semiconductor tech.

via TechSpot|
#asml#china#euv
US raises concerns ASML's EUV tool may have reached China
technology2 months ago

US raises concerns ASML's EUV tool may have reached China

U.S. officials pressed ASML about a potential European UnionV lithography tool or related gear ending up in China in possible breach of export rules; ASML denies shipping EUV machines or components to China and says it complies with all controls. Washington says it has evidence of shipments that could support EUV systems, but details are sensitive. The dispute heightens tensions with the EU over semiconductor exports and comes as Congress weighs tighter restrictions on chip-making tools, potentially affecting ASML’s China business and broader transatlantic relations.

via Yahoo Finance|
#asml#china#euv
The quiet engine behind modern chips: ASML’s EUV leap
technology4 months ago

The quiet engine behind modern chips: ASML’s EUV leap

ASML’s extreme ultraviolet lithography machines—built through decades of risky R&D, strong public-private partnerships, and a vast European supplier network—are the backbone of today’s sub-5nm semiconductors. By outspending rivals, innovating with immersion lithography and the dual-stage TWINSCAN architecture, and forging tight ties with Intel, Samsung, and TSMC, ASML rose from near collapse to global dominance, reshaping the chip industry and geopolitics while pushing Moore’s Law forward toward ever-smaller transistors.

via Works in Progress Magazine|
#asml#euv#lithography
ASML Forecast Lift Triggers AI-Chip Stock Rally for Nvidia, TSMC, AVGO
markets4 months ago

ASML Forecast Lift Triggers AI-Chip Stock Rally for Nvidia, TSMC, AVGO

AI chip stocks rose after ASML lifted its 2026 forecast, signaling stronger demand for advanced chipmaking tools and suggesting more AI chips will be produced; Nvidia benefited as its GPUs power AI workloads, while TSMC rose on expanding production to meet higher demand; Broadcom gained on a new multi-year deal with Meta to design and supply AI chips for data centers, highlighting the shift toward custom AI hardware; analysts view Nvidia as the top upside among these names.

via TipRanks|
#asml#avgo#markets