ASML Raises Outlook as AI Orders Outrun Capacity Through 2028
ASML reports strong Q3 results and says AI-driven demand for its chipmaking machines will exceed supply in both 2027 and 2028.
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AMAT Slides After Investor Day Skips Specific Wafer Fab Equipment Forecast
CEO Dickerson expressed strong confidence in AI-driven growth but stopped short of a firm wafer fab equipment forecast amid factory and supply limits.
Chip and AI Stocks Drop After CEOs Urge Caution on Development Pace
AI leaders including Amodei, Altman and Musk call to pace the frontier. Chip, memory and networking stocks fall as investors weigh spending and IPOs.
ASML Teams With Intel, TSMC and Samsung on 12-Inch Photomasks to Print Giant AI Chips Without Stitching
ASML and major chipmakers want 12-inch photomasks for High-NA EUV, a change that could raise machine productivity about 40% and cut stitching costs.
SK Hynix Miss Triggers $2 Trillion Sell-Off in South Korea Stocks
Leveraged selling and SK Hynix’s earnings miss wiped $2 trillion from South Korean stocks in two days of record market declines.
China Starts Making Its Own Advanced Chip Tools, ASML Shares Drop
China begins producing its own immersion DUV lithography machines. A state-backed firm will deliver units to SMIC and other companies in 2026.