Subject


ASML


2025-02-25

[News] Trump Administration Reportedly Eyes Stricter Chip Export Curbs on China, With TEL and ASML in Focus

According to MoneyDJ, citing Bloomberg, the Trump administration is reportedly weighing tighter semiconductor export restrictions in an effort to further suppress China’s chip industry. As noted in the report, sources indicate that Trump administration officials have recently held discussions w...

2025-02-25

[News] Intel Claims High-NA EUV Machines in Production with Good Results, But 18A Yield Concerns Loom

Shortly after confirming positive progress on its 18A node, with tape-outs set for 1H25, Intel also updated on its adoption of high-NA EUV equipment. On Monday, the company revealed that the first two high-NA EUV machines from ASML are in production, processing 30,000 wafers in a quarter already, as...

2025-02-17

[News] Global Semiconductor Equipment Market Continues to Expand

Recently, Tokyo Electron (hereinafter referred to as "TEL") announced plans to build a new production facility in Miyagi Prefecture, Japan. The facility will be managed by TEL's manufacturing subsidiary, TEL Miyagi, and will primarily produce semiconductor manufacturing equipment such as plasma etch...

2025-02-05

[News] ASML to Ship First Second-Gen High-NA EUV Machine in the Coming Months, Aiming for 2026 Production

Though Intel plans to lower its 2025 capex to USD 20 billion from USD 24 billion in 2024, the semiconductor giant has been gearing up to receive its new high-NA EUV machine soon. According to a report from Dutch media outlet tweakers, the first modules of ASML’s TwinScan EXE:5200 will be delivered...

2025-02-04

[News] ASML: U.S. Export Controls Still Effective, Sees DeepSeek as Positive for Chip Demand

According to a MoneyDJ report citing Wall Street Journal, Christophe Fouquet, CEO of Dutch semiconductor equipment giant ASML, believes that the success of Chinese AI startup DeepSeek highlights how companies in the booming AI market are maximizing their limited resources; however, this does not im...

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