lithography

ASML raises 2026 outlook, warns it can’t meet AI demand

ASML raised its 2026 forecast on Wednesday, October 14, the third increase this year. The company also warned that its current production plans for 2027 and 2028 will not fully meet customer demand for its chipmaking machines as spending on…

ASML raises 2026 outlook after Q2 earnings beat

ASML shares climbed roughly 1.6% in European trading on Thursday and Friday as investors digested a second quarter that beat expectations and a raised full-year outlook, reinforcing the Dutch company's dominance in advanced chipmaking equipment.

Huawei orchestrates China’s push for homegrown chipmaking tools

Huawei is serving as the coordinator and chief investor behind China's most ambitious effort to develop homegrown lithography equipment, acting as what one analyst called a "project manager" for the country's push to break its dependence on ASML and Western…

ASML breaks ground on massive Eindhoven campus to meet AI chip demand

ASML, the Dutch company that holds a near-monopoly on the machines needed to manufacture advanced semiconductors, broke ground on Tuesday on a massive new industrial campus near Eindhoven, betting that surging demand for artificial intelligence chips will sustain years of…

Intel Foundry tops 1 million wafers with next-gen EUV tech

Intel Foundry and ASML announced on Tuesday an expanded collaboration to accelerate industry readiness for High Numerical Aperture Extreme Ultraviolet lithography, the next-generation chipmaking technology seen as essential for manufacturing increasingly complex AI processors. Intel shares rose more than 3%…

China 15 years from matching top chipmaking tools, Zeiss exec says

China is roughly a decade and a half away from developing cutting-edge extreme ultraviolet lithography machines, according to a top executive at Germany's Zeiss Group Carl Zeiss Meditec AG, whose optics are essential to the world's most advanced chipmaking equipment.

Intel and TSMC split on ASML’s $400M High-NA machines

ASML Holding finds itself at the center of a widening strategic divide among the world's largest chipmakers, as its next-generation High-NA EUV lithography machines — priced at roughly $400 million each — push Intel and TSMC Taiwan Semiconductor Manufacturing Company…

ASML falls sharply on China chip-equipment fears

ASML Holding shares dropped as much as 5.5% on Tuesday, August 18, 2026, as renewed concerns over China's progress in developing domestic DUV lithography equipment rattled investors in the semiconductor equipment sector.

ASML lifts 2026 outlook again as top customers defer its priciest machines

ASML Holding lifted its full-year 2026 revenue outlook to €43 billion to €45 billion, the second upward revision this year, driven by surging demand for lithography equipment from chipmakers racing to expand AI-related capacity. Yet the Dutch company faces a…

ASML rebounds after analysts call China rival sell-off overdone

ASML shares climbed approximately 6.8% on Thursday, July 30, recovering a portion of the more than €60 billion in market value wiped out during a two-day selloff earlier in the week. The rebound came as Wall Street analysts pushed back…

Kospi triggers circuit breaker as China chip fears roil markets

A pair of developments out of China this week sent shockwaves through global semiconductor stocks: the blockbuster debut of memory chipmaker ChangXin Memory Technologies on the Shanghai Stock Exchange and reports that a state-backed firm has begun mass-producing domestic immersion…

ASML slides on China chip tool report as BofA calls dip an ‘overreaction’

ASML shares continued to slide on Tuesday after a report that a state-backed Chinese company has begun mass-producing deep ultraviolet lithography machines, but Bank of America told clients the selloff represents an "overreaction" and reiterated its Buy rating on the…

Asian chip stocks plunge on China lithography fears

Asian chip stocks suffered a sweeping sell-off on Tuesday as fears over China's progress in developing homegrown lithography machines combined with broader concerns about AI infrastructure spending to trigger one of the sharpest declines in the sector this year.

China’s homegrown DUV machines and CXMT IPO rattle global chip stocks

Global semiconductor stocks came under heavy selling pressure on Monday after a twin jolt from China: a report that a state-backed group has begun manufacturing domestically developed deep ultraviolet lithography machines, and the explosive debut of ChangXin Memory Technologies on…

China’s homegrown DUV chip tool sends ASML tumbling

ASML shares fell sharply on Monday after The Information reported that a Shanghai-based, state-backed company has begun limited mass production of homegrown immersion deep ultraviolet lithography machines — a first for China that threatens the Dutch firm's remaining access to…

ASML cuts EUV build time by a third to ease AI chip bottleneck

ASML is working to slash the time it takes to build and test its advanced extreme ultraviolet lithography machines by roughly a third, CFO Roger Dassen told reporters on Wednesday. The move is aimed at easing a production bottleneck that…

ASML plans chipmaking equipment price hikes despite TSMC pushback

ASML, the world's sole manufacturer of extreme ultraviolet lithography machines, is planning price increases for its chipmaking equipment even as its largest customer, Taiwan Semiconductor Manufacturing Co., resists the move, according to a report published Tuesday by The Information.

ASML raises 2026 forecast again as Q2 results top estimates

ASML reported second-quarter 2026 results on Wednesday that exceeded analyst expectations, prompting the Dutch semiconductor equipment maker to raise its full-year revenue forecast for the second time this year as demand for artificial intelligence chips continues to accelerate.

Intel begins shipping chips made with ASML’s High NA EUV tools

ASML announced on Tuesday that Intel Foundry has begun high-volume manufacturing of select Intel Core Ultra Series 3 processors, code-named Panther Lake, using ASML's next-generation High NA EUV lithography technology on the Intel 18A process node. The milestone marks the…

US warns ASML a top EUV chip tool may have reached China

U.S. Commerce Secretary Howard Lutnick has raised concerns directly with senior leaders at ASML that one of the Dutch company's extreme ultraviolet lithography machines — the most advanced chipmaking tools in existence — may have made its way into China…

Teardown shows SMIC’s latest chip process matches TSMC’s 7nm-era density

SemiAnalysis released the first public teardown from its new STEEL Lab (Teardown Engineering & Evaluation Lab) over the weekend, delivering a granular technical analysis of Huawei's Kirin 9030 Pro built on SMIC's Semiconductor Manufacturing International Corporation most advanced N+3 process…