ASML's CFO announced that China will contribute about 20% of the company's revenue in 2026, a decrease from previous years due to US export controls on advanced chipmaking equipment. While ASML does not ship its most advanced EUV machines to China, it continues to sell less advanced DUV lithography machines, with Chinese sales reaching €2.9 billion in the first half of 2026. Demand in China is growing, especially for logic chips catering to domestic needs, but US lawmakers are pushing for stricter export restrictions that could impact ASML's future sales. The company is navigating geopolitical tensions between the US and China while benefiting from the global AI chip demand surge.
Global wafer-fabrication-equipment spending is expected to rise 16.9% to $135.2 billion in 2026, driven mainly by increased demand for memory chips like DRAM and NAND due to AI growth. Lam Research leads with the strongest exposure to memory equipmen...
Taiwan Semiconductor Manufacturing Co. (TSMC) reported record monthly revenue of $16.35 billion for August, a 53.3% increase from the previous year and a 10.1% rise from July. The surge is driven by robust demand for chips used in artificial intellig...
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-...
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 ...
