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Memory Giant SK Hynix’s Nasdaq Raise Ignites AI-Chip Demand Rally
business4 days 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
technology20 days 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
technology21 days 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
technology2 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
markets2 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
Micron Dips as SK Hynix Looks to List in the U.S.
market-news3 months ago

Micron Dips as SK Hynix Looks to List in the U.S.

Micron stock MU slid about 2.5% after reports that memory rival SK Hynix is considering a $10 billion U.S. listing to help fund its planned $8 billion EUV equipment purchase from ASML by 2027. A U.S. listing could broaden SK Hynix access for investors and pressure MU, though MU remains supported by some analysts, including Phillip Securities’ Yik Ban Chong who raised the target to $530 on strong earnings and AI memory demand. MU is up roughly 38% year-to-date with light trading volume, while the stock’s overall Street consensus remains Strong Buy with an average target around $357.57, signaling about 35-36% upside.

via TipRanks|
#asml#market-news#micron
ASML rides AI demand to record orders, raises 2026 outlook and trims workforce
business5 months ago

ASML rides AI demand to record orders, raises 2026 outlook and trims workforce

ASML posted record Q4 bookings of €13.2 billion driven by AI-chip demand, raised its 2026 sales outlook to €34-39 billion, and reported €9.6 billion in net profit on €32.7 billion revenue, while announcing about 1,700 job cuts (3.8% of staff) mainly in the Netherlands and the U.S. and a €12 billion share buyback through 2028; the results reflect sustained AI-driven demand for EUV lithography equipment with long-term targets unchanged.

via Reuters|
#ai#asml#business
business5 months ago

ASML rides AI chip boom to record Q4 bookings and raised 2026 targets

ASML Holding reported record fourth‑quarter bookings of €13.2 billion (about double expectations of €6.3B) with revenue of €9.72B and a 52.2% gross margin. Backlog climbed to €38.8B, led by EUV systems, and China’s quarterly share fell to 36%. The company guided 2026 revenue of €34–€39B (midpoint ~€36.5B) and Q1 2026 revenue of €8.2–€8.9B, while announcing cost cutting of around 1,700 Dutch jobs to sharpen focus on engineering. A sizable portion of bookings is seen for 2027 deliveries, and the stock rose about 6% on the news.

via Investing.com|
#asml#bookings#business
ASML rides AI demand to record Q4 bookings and strong 2026 outlook
business5 months ago

ASML rides AI demand to record Q4 bookings and strong 2026 outlook

ASML posted a record 13.2 billion euros in Q4 2025 bookings and announced a 12 billion euro buyback through 2028. Q4 revenue was 9.7 billion euros with net profit of 2.84 billion euros; for 2026, the company guides net sales of 34–39 billion euros (midpoint above consensus) and expects at least 20% growth versus 2024. It will cut about 1,700 jobs. AI infrastructure demand underpins the outlook, EUV revenue is set to rise significantly in 2026, and China sales are planned to be about 20% of total in 2026, with memory-chip capacity expansion supporting demand for ASML’s lithography machines.

via CNBC|
#ai#asml#business
The $250 Million Machine Fueling the AI Chip Boom
technology5 months ago

The $250 Million Machine Fueling the AI Chip Boom

ASML’s extreme ultraviolet lithography machines — giant, $250 million systems that print ultra-dense chip circuitry — are central to making the AI chips powering data centers and Nvidia’s products. The machines use tin droplets, powerful lasers, and Zeiss mirrors to pattern silicon wafers at 13 nanometers, and are delivered from the Netherlands to major fabs including TSMC, Samsung, SK Hynix, Intel, Micron and Rapidus. ASML shipped 44 EUV systems last year and expects a surge in demand for 2026–27 as AI and cloud infrastructure expand.

via Reuters|
#asml#chip#chip1
EU Pushes Tech Sovereignty, Weighs Economic Levers Against the U.S.
tech-policy5 months ago

EU Pushes Tech Sovereignty, Weighs Economic Levers Against the U.S.

A Wall Street Journal report suggests the EU is drafting legislation to boost tech sovereignty, potentially wielding tools like the Anti-Coercion Instrument to curb U.S. tech dependencies, with the Open Digital Ecosystem Strategy seeking public feedback and EU players like ASML seen as strategic leverage in AI, cloud, and hardware sovereignty.

via Gizmodo|
#anti-coercion-instrument#asml#european-union