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According to a report from MoneyDJ, TSMC is scheduled to hold its first earnings call of 2025 on January 16. Industry sources indicate that Christophe Fouquet, CEO of ASML, along with other executives from the company, might visit Taiwan again to meet with TSMC and key suppliers. The discussions, a...
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As semiconductor giants Intel and TSMC have been bringing in ASML’s High- NA EUV machines, how major South Korean chip companies approach extreme ultraviolet (EUV) lithography technology also comes into spotlight. Interestingly, Samsung and SK hynix are adopting differing strategies on EUV, as per...
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According to Liberty Times, ASML President and CEO Christophe Fouquet discussed geopolitical issues in the semiconductor industry and China lagging behind the West in chip manufacturing during an interview with the Dutch media outlet NRC. Regarding the U.S.'s ongoing restrictions on China's sem...
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As a new round of U.S. export crackdown on China’s semiconductor industry kicked off last week, global semiconductor giants have been evaluating the impact. Among them, U.S. chip equipment maker KLA may be the first company to go into detail, noting that the curbs would have roughly a USD 500 mill...
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According to a report from MoneyDJ, citing a Nikkei report from December 4, generative AI demand is expected to boost revenue growth for semiconductor equipment manufacturers this quarter. The report highlights that while demand from the industrial and automotive markets remains weak, strong demand ...