Browsing Tag
ASML
17 posts
Airbus has 9,222 aircraft in backlog. Why is it adding ASML and Michelin expertise to the board?
Airbus SE has installed Amparo Moraleda as Chair of its board while ASML Chief Executive Officer Christophe Fouquet joins as a director and Michelin Chief Executive Officer Florent Menegaux is lined up for a 2027 board seat. The governance reset brings additional technology and industrial operating experience to Airbus while the aerospace group tackles a 9,222-aircraft commercial backlog, ambitious production ramps and demanding free-cash-flow targets.
High-NA EUV lithography: How fewer masks could reshape advanced chip manufacturing
High-NA EUV lithography has moved from semiconductor research into real chip manufacturing. Intel Foundry is using ASML’s 0.55 numerical-aperture technology on selected Intel 18A layers for Panther Lake processors, while imec is installing a second-generation system to develop future logic and memory processes. The attraction goes beyond smaller features: High-NA could collapse several masks and patterning steps into a single exposure on some critical layers, potentially reducing cycle time, defects and manufacturing complexity.
Intel Q2 2026 revenue jumps 25% to $16.1bn as DCAI operating income quadruples
Intel's Q2 revenue jumped 25% and DCAI operating income quadrupled, yet the signed external foundry customer Wall Street wants remains conspicuously absent.
ASML (NASDAQ: ASML) beats Q2 as €43-45bn 2026 sales guidance is raised
ASML (NASDAQ: ASML) beats Q2 at €9.3bn, raises 2026 sales outlook to €43-45bn and plans 30% capacity expansion for 2027 at both EUV and DUV lines.
SK Hynix files SEC prospectus for biggest ever US listing by a foreign company, targets $28 billion
SK Hynix launches $28 billion Nasdaq ADR listing under symbol SKHY, set to trade July 10 in the biggest ever US listing by a foreign company. Read more.
IBM debuts world’s first sub-1 nanometer chip technology, pushing logic scaling into the angstrom era
IBM debuts the world's first sub-1nm chip with nanostack 3D architecture, 100 billion transistors and a five-year production path. Read the full analysis.
Scottish Mortgage (LSE: SMT) delivers 27.4% NAV return as SpaceX nears IPO and AI buildout reshapes the portfolio
Scottish Mortgage returns 27.4% as SpaceX swells past 19% of assets and shares jump to a 52-week high premium, turning SMT into a leveraged bet on one IPO.
Leap Scholar data shows Singapore overtaking traditional markets as Indian students pivot to AI-led degrees
Singapore now ranks second in Indian student study-abroad conversations as AI and data science overtake legacy master's choices, Leap Scholar data shows.
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.
The Turnberry Agreement: Inside the asymmetric United States and European Union trade framework now under strain
Brussels accepted a 15 per cent tariff ceiling for stability. Trump just breached it. The Turnberry Agreement was the floor, not the deal.