ASML beats expectations but warns on 2026 growth
AI chip boom lifts orders, but tariffs and uncertainty bite
Dutch chipmaking kit supplier ASML has shrugged off some tariff fears with better-than-expected results, though it is hardly brimming with confidence about the future.
ASML’s near monopoly feels the heat
AI’s favourite chip etcher hit by delays, tariffs and shaky demand
ASML might hold a near-monopoly on the machines that make advanced chips, but even kings can wobble.
ASML outlook dims as Intel wobble spooks investors
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.
TSMC still not sold on ASML’s €370 million High-NA EUV
Says Low-NA is still pulling its weight
TSMC appears to be in no rush to adopt ASML’s pricey High-NA EUV machines, despite rivals like Troubled Chipzilla already scribbling them into future roadmaps.
ASML sees tariff trouble ahead
Dutch kitmaker hopes for growth as chip industry scrambles for AI
ASML, the Dutch giant that builds the world’s priciest chip kit, says rising tariffs have muddied its 2025-2026 outlook, even as it clings to a bullish full-year forecast.
ASML and Imec team up on sub-2nm process technology
Bankrolled by the EU
ASML and Imec have decided to get cosy for the next five years, ensuring that the Belgian research lab gets a High-NA EUV lithography machine.
Intel puts ASML’s NA machines to work
Twice as reliable
Troubled Chipzilla has officially put ASML’s next-generation high-numerical-aperture (NA) lithography machines to work and early results show they are already twice as reliable as previous models.
ASML reports four quarter and full year financial results
With €28.3 billion net sales and €7.6 billion net income
ASML Holding NV has published its financial results for Q4 and FY 2024, reporting a total sales of €28.3 billion, gross margin of 51.3 percent, and net income of €7.6 billion for the whole year.
China will produce 28nm Lithography equipment next month
Faster than expected
China is poised to make a significant stride in its chipmaking capabilities, with the production of 28nm lithography equipment scheduled for next month, a development that has taken many analysts by surprise given the current geopolitical climate and technological barriers.
Chinese headhunters prowling for Western tech experts
Zeiss employees targeted by Huawei
Zeiss SMT has discovered that headhunters from Huawei Technologies are attempting to poach its employees.