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...

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 ...

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...

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...

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. ...