Subject


ASML


2024-12-06

[News] Semiconductor Equipment Market Sees Robust Growth Fueled by AI Despite Declining China Demand

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 ...

2024-12-03

[News] A Quick Recap: Impact of the Latest U.S. Chip Export Curbs on China and Global Semiconductor Giants

A new round of U.S. export crackdown on China’s semiconductor industry has been kicked off on Monday. As the new measures include export bans targeting roughly 140 companies, concerns have been raised about whether China would still be able to make advancements in the domain. However, according...

2024-11-25

[News] AI Chip Demand Spurs TSMC’s High-NA EUV Deployment

According to media reports, market sources previously indicated that TSMC received its first High-NA (High Numerical Aperture) extreme ultraviolet (EUV) lithography machine, the EXE:5000, from Dutch semiconductor equipment manufacturer ASML in September 2024. This marks a shift in TSMC's stance t...

2024-11-14

[News] ASML Reassures Long-Term Momentum, Projecting 8-14% Annual Revenue Growth through 2030

Following the unexpected cut for its 2025 sales forecast and the conservative outlook on China’s demand, ASML reassures the market today by saying it still aims for an annual revenue increase of 8% to 14% by 2030, driven by strong demand for its advanced tools, according to Reuters and Bloomberg. ...

2024-11-11

[News] U.S. Lawmakers Reportedly Ask Five Top Chip Equipment Makers to Disclose China Shipment Details

According to MoneyDJ, citing Reuters, the U.S. government is actively working to curb the development of China's semiconductor industry. Republican Congressman John Moolenaar, chair of the House Select Committee on the Chinese Communist Party, along with senior Democratic Congressman Raja Krishna...

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