Browsing Tag
ASML Holding
12 posts
ASML lifts 2026 sales outlook to €45bn as AI chip equipment demand exceeds capacity
ASML Holding has reported record quarterly revenue of €11.7 billion and warned that its planned manufacturing capacity may be insufficient to meet customer demand through 2028. The semiconductor equipment supplier is exploring further expansion, but its ability to convert long-term AI infrastructure demand into profitable deliveries will depend on production capacity, supplier readiness and customer investment.
EUCLYD secures over €200m as Europe searches for an answer to AI inference costs
Eindhoven-based EUCLYD has secured more than €200 million in Series A financing from investors including Samsung and an EQT-managed fund, while former ASML chief Peter Wennink joins as chairman as the startup tries to commercialise a new architecture for AI inference.
SK Hynix (SKHYV) Nasdaq debut raises $26.5bn, second-largest US IPO ever after SpaceX
SK Hynix (SKHY) opens at $170 in $26.5B Nasdaq debut, +14% from $149; CEO Kwak says memory crunch persists beyond 2030 as Micron valuation discount closes.
Can SK hynix’s $29.4bn Nasdaq offering close its valuation gap with Micron?
SK hynix is preparing one of the largest international equity offerings on record, using Nasdaq access to finance new semiconductor factories, advanced packaging capacity and critical chipmaking equipment while testing whether Wall Street will assign the Korean memory leader a higher valuation.
Could Applied Materials’ Singapore expansion strengthen AMAT stock’s AI chip supply-chain story?
Find out how Applied Materials’ Singapore expansion could strengthen AMAT stock sentiment and the AI chip supply-chain story.
Huawei’s new semiconductor bet could test whether export controls are enough
Huawei’s new chip architecture could reshape China’s AI hardware race. Find out what it means for NVIDIA, TSMC and export controls today!
Can earnings momentum and Iran deal hopes keep the stock market rally alive this week?
Can earnings strength, oil relief and Iran deal hopes keep Wall Street’s rally alive this week? Read what investors should watch next.
Why ASML’s Tata deal could matter far beyond Gujarat’s Dholera semiconductor site
India wants fabs, not slogans. ASML’s Tata pact makes Dholera the real test of whether chip sovereignty can scale. Read more.
ASML to equip Tata Electronics’ $11bn Dholera fab as India’s first 300 mm plant nears ramp
India's first commercial 300 mm fab had everything except lithography. Tata Electronics just signed ASML, the only company that could complete the stack.
Why new US export rules could erase $600m from Applied Materials’ China business
Applied Materials warns of $600M China revenue hit from US export curbs. AMAT stock falls as investors weigh geopolitics vs AI growth.