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TSMC, ASML In Geopolitical Crosshairs

Wccftech.com - 0
This was not supposed to happen. The ongoing rush for AI GPUs was supposed to keep investors focused on ASML's soaring order book for its cutting-edge chip manufacturing machines, and TSMC in the limelight as the largest contract chip manufacturer in the world. Yet, geopolitics has a uniquely disruptive way of upending even the most pristine of bullish cases. ASML, TSMC Earnings Overshadowed By Evolving Geopolitics $ASML Q2 Earnings Highlights: 🔹 GAAP EPS: €4.01 (Est. €3.54) 🟢🔹 Revenue: €6.24B (Est. €6.03B) 🟢🔸 Backlog: €38.9B, up 11% YoY🔸 Net Bookings: €5.6B, up 24% YoY 🔸 EUV Orders: €2.5B, up 281% YoY […]
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News

TSMC To Bump Spending To Record Levels In 2025 Due To Strong 2nm Demand – Report

Wccftech.com - 0
Fresh reports from Taiwan suggest that the Taiwan Semiconductor Manufacturing Company (TSMC) is all set to grow its capital expenditure next year on the heels of strong demand for its 2-nanometer next generation semiconductor technology. TSMC holds a commanding market share in the contract chip fabrication market, which has jumped into the spotlight of global investing due to a surge in investor interest in artificial intelligence products. The Taiwanese sources suggest that TSMC's capital expenditure for 2024 could range between $32 billion to $36 billion to mark a 12.5% to 14.3% growth and mark the second highest amount in the […]
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News

TSMC Yields & Will Receive High NA Chipmaking Machine This Year – Report

Wccftech.com - 0
After a rather controversial couple of months that saw the Taiwan Semiconductor Manufacturing Company (TSMC) initially hesitant to buy the latest chip manufacturing machines, it appears that the firm has been won over. Chip giant Intel took the lead earlier this year after it announced that it had started up the world's most advanced chip manufacturing machine, called High NA EUV, as part of its bid to retake the global Semiconductor fabrication crown. When pressed about the firm's plans to acquire similar machines, TSMC had demurred in an event in the Netherlands earlier this year, sharing that not only did […]
Read more
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U.S. Assured Of Remote Kill Switch For Advanced Chip Making Machines – Report

Wccftech.com - 0
With U.S. efforts to counter American origin technologies from being used against its national security interests having reshaped the global dynamic of the semiconductor industry, a report from Bloomberg, which surfaced earlier today, shared that officials from ASML and TSMC might be able to disable advanced chip manufacturing machines in case of hostilities in Taiwan. The two firms and others contacted by the publication refused, ignored or were unavailable to answer requests for comment. ASML has been prohibited by U.S. sanctions from shipping its most advanced chip manufacturing machines to China. While other countries, such as Japan, play important roles […]
Read more
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Intel Secures All Of ASML’s High-NA EUV Lithography Machines Set To Be Built This Year

Wccftech.com - 0
Intel has placed its bets on ASML's high-NA EUV lithography technology for the future, placing orders for all machines to be built this year. Intel Manages To Surpass Competitors In Securing Cutting-Edge EUV-Lithography Equipment From ASML Through Billions In Investments The Elec reports that Intel has trusted the Dutch chipmaker's High-NA Extreme Ultraviolet (EUV) lithography equipment, as the company reserves orders for all five to six kits, which are set to be manufactured this year. While it isn't confirmed, Intel plans on utilizing ASML's magic within their upcoming 18A (1.8nm) and 14A (1.4nm), through which the company's foundry division plans […]
Read more
News

Semiconductor Firm ASML Creates a Marvelous Advertisement, Solely Relying On The “Powers” Of AI

Wccftech.com - 0
ASML, the world's most advanced chip-manufacturing equipment supplier, has created a pretty interesting advertisement, solely relying on the capabilities of artificial intelligence and the wonders it can do. ASML Shows a Glimpse of What AI Can Do In The Media Industry, Portrays The Evolution of Semiconductors In a Unique Advertisement The utilization of artificial intelligence in the markets has risen at an unprecedented rate over the last couple of years, and with time, the technology is being refined to a pretty mature state. To support the AI motive, the Dutch firm ASML has created a "standing-out" advertisement, which only utilizes […]
Read more
News

ASML Cancels DUV Shipments To China On Request Of The U.S., Putting A Dent In The Region’s Quest For Self-Sufficiency

Wccftech.com - 0
In yet another blow to China as it attempts to maintain a path towards self-reliance, Dutch-based lithography systems manufacturer ASML has revoked shipments of some of its DUV machines thanks to a request brought forward by the Biden administration. The export ban for such equipment was supposed to come into effect after a few weeks, which would have given China a little breathing room to procure sufficient machinery to continue mass producing chips for various applications, but the U.S. had other plans. China has been ASML’s third-largest market for lithography systems, accounting for 46 percent of the company’s total sales […]
Read more
News

ASML EUV Shipments Can Drop By 30% In 2024 Due To Low 3nm Demand Warns Analyst

Wccftech.com - 0

Dutch firm ASML, which makes and sells the most advanced chip manufacturing equipment in the world, might see a large portion of its orders reduced next year, believes an analyst. […]

Written by Ramish Zafar
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Tag: ASML

Qualcomm Reportedly Taps Intel With An Acquisition Offer

News
With Wall Street seemingly unimpressed with Intel's latest flourishes to its turnaround strategy, including a jumbo deal with Amazon, the chipmaker might eventually conclude that an outright sale is its only viable exit from the current quagmire. And now, we reportedly have a serious offer that just might tempt Intel. To wit, the Wall Street Journal is now reporting that Qualcomm has approached Intel with a takeover offer. While the talks remain exploratory for now, any deal would have monumental ramifications for the industry at large. Intel has 15 fabs; the fabs alone are worth $10bn/each in liquidation value. The […]

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TSMC, ASML In Geopolitical Crosshairs

News
This was not supposed to happen. The ongoing rush for AI GPUs was supposed to keep investors focused on ASML's soaring order book for its cutting-edge chip manufacturing machines, and TSMC in the limelight as the largest contract chip manufacturer in the world. Yet, geopolitics has a uniquely disruptive way of upending even the most pristine of bullish cases. ASML, TSMC Earnings Overshadowed By Evolving Geopolitics $ASML Q2 Earnings Highlights: 🔹 GAAP EPS: €4.01 (Est. €3.54) 🟢🔹 Revenue: €6.24B (Est. €6.03B) 🟢🔸 Backlog: €38.9B, up 11% YoY🔸 Net Bookings: €5.6B, up 24% YoY 🔸 EUV Orders: €2.5B, up 281% YoY […]

TSMC To Bump Spending To Record Levels In 2025 Due To Strong 2nm Demand – Report

News
Fresh reports from Taiwan suggest that the Taiwan Semiconductor Manufacturing Company (TSMC) is all set to grow its capital expenditure next year on the heels of strong demand for its 2-nanometer next generation semiconductor technology. TSMC holds a commanding market share in the contract chip fabrication market, which has jumped into the spotlight of global investing due to a surge in investor interest in artificial intelligence products. The Taiwanese sources suggest that TSMC's capital expenditure for 2024 could range between $32 billion to $36 billion to mark a 12.5% to 14.3% growth and mark the second highest amount in the […]

TSMC Yields & Will Receive High NA Chipmaking Machine This Year – Report

News
After a rather controversial couple of months that saw the Taiwan Semiconductor Manufacturing Company (TSMC) initially hesitant to buy the latest chip manufacturing machines, it appears that the firm has been won over. Chip giant Intel took the lead earlier this year after it announced that it had started up the world's most advanced chip manufacturing machine, called High NA EUV, as part of its bid to retake the global Semiconductor fabrication crown. When pressed about the firm's plans to acquire similar machines, TSMC had demurred in an event in the Netherlands earlier this year, sharing that not only did […]

U.S. Assured Of Remote Kill Switch For Advanced Chip Making Machines – Report

News
With U.S. efforts to counter American origin technologies from being used against its national security interests having reshaped the global dynamic of the semiconductor industry, a report from Bloomberg, which surfaced earlier today, shared that officials from ASML and TSMC might be able to disable advanced chip manufacturing machines in case of hostilities in Taiwan. The two firms and others contacted by the publication refused, ignored or were unavailable to answer requests for comment. ASML has been prohibited by U.S. sanctions from shipping its most advanced chip manufacturing machines to China. While other countries, such as Japan, play important roles […]

Intel Secures All Of ASML’s High-NA EUV Lithography Machines Set To Be Built This Year

News
Intel has placed its bets on ASML's high-NA EUV lithography technology for the future, placing orders for all machines to be built this year. Intel Manages To Surpass Competitors In Securing Cutting-Edge EUV-Lithography Equipment From ASML Through Billions In Investments The Elec reports that Intel has trusted the Dutch chipmaker's High-NA Extreme Ultraviolet (EUV) lithography equipment, as the company reserves orders for all five to six kits, which are set to be manufactured this year. While it isn't confirmed, Intel plans on utilizing ASML's magic within their upcoming 18A (1.8nm) and 14A (1.4nm), through which the company's foundry division plans […]

Semiconductor Firm ASML Creates a Marvelous Advertisement, Solely Relying On The “Powers” Of AI

News
ASML, the world's most advanced chip-manufacturing equipment supplier, has created a pretty interesting advertisement, solely relying on the capabilities of artificial intelligence and the wonders it can do. ASML Shows a Glimpse of What AI Can Do In The Media Industry, Portrays The Evolution of Semiconductors In a Unique Advertisement The utilization of artificial intelligence in the markets has risen at an unprecedented rate over the last couple of years, and with time, the technology is being refined to a pretty mature state. To support the AI motive, the Dutch firm ASML has created a "standing-out" advertisement, which only utilizes […]

ASML Cancels DUV Shipments To China On Request Of The U.S., Putting A Dent In The Region’s Quest For Self-Sufficiency

News
In yet another blow to China as it attempts to maintain a path towards self-reliance, Dutch-based lithography systems manufacturer ASML has revoked shipments of some of its DUV machines thanks to a request brought forward by the Biden administration. The export ban for such equipment was supposed to come into effect after a few weeks, which would have given China a little breathing room to procure sufficient machinery to continue mass producing chips for various applications, but the U.S. had other plans. China has been ASML’s third-largest market for lithography systems, accounting for 46 percent of the company’s total sales […]

ASML EUV Shipments Can Drop By 30% In 2024 Due To Low 3nm Demand Warns Analyst

News

Dutch firm ASML, which makes and sells the most advanced chip manufacturing equipment in the world, might see a large portion of its orders reduced next year, believes an analyst. […]

Written by Ramish Zafar

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