Bank of America slashes forecast, doubts Intel and SK hynix will save high NA EUV tech

Bank of America has taken a scalpel to ASML’s share price target, hacking it down to €759 from €795 on the back of waning enthusiasm for its latest high numerical aperture (high NA) extreme ultraviolet (EUV) lithography gear.

Microsoft admits 400 million Windows devices have disappeared

Microsoft exec Yusuf Mehdi probably didn’t think anyone would notice when he claimed that Windows now runs on “over a billion monthly active devices.” The trouble is, the last time Voles in Redmond bragged about such things, the number was 1.4 billion. That was in 2022. Meaning 400 million devices have quietly exited stage left.

Job’s Mob’s monopoly is bad for business, privacy and democracy

The Fruity Cargo Cult, Apple is taking more flak in the US courts, this time from Proton, which has joined a lawsuit claiming the iOS walled garden is anti-competitive and an active threat to privacy.

He was the one person interested in the Vision Pro

The Fruity Cargo Cult, Apple is waving legal sabres at a former Vision Pro engineer, Di Liu, claiming he swiped thousands of secret documents before legging it to Snap.

Chen Liwu may dump billions into the bin

Intel’s new chief executive Chen Liwu, is ready to scrap its heavily hyped 18A process in a desperate attempt to snare big-name customers like the Fruity Cargo Cult Apple and Nvidia.

Printing veteran makes a bold bid for market muscle

Xerox has coughed up $1.5 billion to grab Lexmark from Ninestar, PAG Asia Capital and Shanghai Shouda Investment Centre.

High-density Xeon kit goes fanless 

Supermicro’s BigTwin servers have been certified for immersion cooling, following a round of testing with Intel and under the guidelines of the Open Compute Project.

ASUS, MSI, Gigabyte and ZOTAC flood the shelves with overclocked variants

Nvidia's board partners have jumped the gun on the GeForce RTX 5050 launch, rolling out a barrage of custom designs that go well beyond the reference specs.

AI server gold rush trumps smartphone season in Taiwan's supply chain

Nvidia's Blackwell GB300 AI servers are shaking up the production lines in Taiwan, with contract manufacturers ditching their usual priorities to chase the new silicon gravy train.

New A18-powered laptop could undercut the $999 Air

The Fruity Cargo Cult, Apple is toying with the radical idea of building a laptop that doesn’t require you to sell a kidney or sell your children for medical experiments first.