Samsung has joined ASML's High-NA EUV system customers, alongside Intel, TSMC, and SK hynix, strengthening ASML's long-term growth prospects. ASML raised its 2026 revenue guidance twice, now expecting about 65 low-NA EUV systems and over 45% year-on-year EUV revenue growth. Non-EUV sales are also projected to increase by 25% after a dip in 2025. Despite some export control risks in China, this development has led to an upgrade to a buy rating for ASML, with potential portfolio inclusion considered by the analyst.
Intel's stock rose 5% following a milestone of processing over one million wafers using advanced High-NA EUV technology from ASML, positioning Intel years ahead in chip manufacturing innovation. ASML and Taiwan Semiconductor also gained 3% amid stron...
Canada has enacted retaliatory tariffs on $20 billion worth of U.S. goods, including steel, aluminum, dairy, and electronics, escalating an 18-month trade dispute. These tariffs range from 15% to 50% and affect key sectors, putting pressure on North ...
TSMC and Samsung, two leading chipmakers, have committed to using ASML's High NA EUV lithography machines, which cost around $400 million each, to produce more advanced chips. Samsung plans to adopt this technology for DRAM memory manufacturing start...
French AI startup Mistral raised 3 billion euros ($3.5 billion) led by Samsung and the EU-backed Scaleup Europe Fund, valuing the company at over 21 billion euros. The funding will help Mistral build its own data centers and expand computing capacity...
