Morning Overview on MSN
ASML’s top EUV tool is now key to Intel’s comeback plan
Intel’s comeback in cutting edge manufacturing is no longer a vague roadmap, it now revolves around a single, spectacular ...
Taiwan Semiconductor Manufacturing Co (NYSE:TSM) and peer chipmakers are still evaluating ASML Holding’s (NASDAQ:ASML) advanced high numerical aperture (NA) machines for their advanced technology ...
However, there have been hints Intel may insert high-NA earlier into its 18A node, which is ramping up today. There's a ...
ASML Holding (ASML) is aiming for about 30% year-over-year growth in extreme ultraviolet (EUV) revenues in 2025. ASML expects this growth to be driven by both an increase in Low Numerical Aperture (NA ...
A report states that Intel's 18A process node and production capacity could help it challenge Taiwan Semiconductor's lead in ...
China has built a prototype EUV (extreme ultraviolent) lithography machine in a high-security laboratory in Shenzhen. They ...
Intel recently confirmed the latest results in its partnership with ASML. The US chipmaker worked with engineers from the European corporation to install, test, and validate ...
DRAM is becoming a more important margin lever as well. AI-related memory, such as high-bandwidth memory, requires more advanced process steps. As DRAM makers move to denser architectures, EUV ...
We are bullish on ASML Holding, reflecting robust capex-driven demand from top customers despite China headwinds. 2026 ...
ASML Holding NV (NASDAQ:ASML) shared its strategic roadmap during the 2024 Investor Day, highlighting key growth drivers and market expectations through the decade’s end. The semiconductor equipment ...
ASML Holding ASML delivered a solid first-quarter fiscal 2025, posting €7.74 billion in net sales, up 46.4% year over year and came within management’s guidance range of €7.5-€8 billion. Buoyed by ...
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