Subject


ASML


2024-08-07

[News] ASML’s Second High-NA Equipment to be Installed in Intel’s Oregon Fab Soon

Per a report from Reuters, Intel is said to be receiving the second new High-NA EUV equipment from ASML, costing EUR 350 million (~USD 383 million). According to Intel's earnings call on August 1, CEO Pat Gelsinger stated that Intel began receiving the first large equipment in December, and the i...

2024-08-01

[News] US Reportedly Weighs Stricter Limits on AI Memory Access for China

According to a report from Bloomberg, the US is reportedly considering new measures and could unilaterally impose restrictions on China as early as late August. These measures would limit China's access to AI memory and related equipment capable of producing them. Moreover, another report from Re...

2024-07-17

[News] ASML Slightly Beats Q2 Earnings Forecasts, with Full-Year Outlook Unchanged

Lithography machine giant ASML released its financial report for the second quarter of 2024, with net sales amounting to EUR 6.2 billion and net income reaching EUR 1.6 billion. The gross margin was 51.5%. According to the previous financial forecast, net sales for the second quarter were expe...

2024-07-09

[News] China Lists Semiconductor Self-Reliance Challenges, Excluding Lithography Equipment

The China Association for Science and Technology (CAST) recently listed challenges facing China's semiconductor industry. However, the list did not include lithography. According to a report from TechNews, it's believed that the move to exclude lithography is more of a political consideration aime...

2024-07-08

[News] ASML Former CEO Predicts Chip War Between China and the US May Persist for Decades

Peter Wennink, former CEO of ASML, recently stated in an interview with Dutch broadcaster BNR that the chip war between China and the US lacks factual basis and is entirely driven by ideology. According to reports from Reuters and the Commercial Times, Wennink also anticipated that this chip war wi...

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