TSMC just committed $56 billion to AI chip manufacturing capacity. That’s not money disappearing into factories. It’s money ...

DRAM super cycle, High-NA EUV ramp, margin gains, and valuation upside. It expects significantly lower China demand in 2026.

ASML Holding pushes High-NA EUV into fabrication, replacing DUV multi-patterning and powering sub-2nm logic and DRAM as EUV ...

The $400 machine will one day no longer be the crown jewel of the tech economy. Moore’s law will march on, processor power will keep inflating, and the $400 million machine will become e-waste like ...

There should be few companies better placed to benefit from the artificial-intelligence boom than ASML Holding. The Dutch company has a near-monopoly on the specialized lithography machines used to ...

As a whole, large-cap semiconductor stocks performed impressively in 2025. The performance of the iShares Semiconductor ETF ...

China has built a prototype EUV (extreme ultraviolent) lithography machine in a high-security laboratory in Shenzhen. They had a semiconductor Manhattan Project”. The prototype was completed in early ...

TL;DR: SK hynix has deployed the industry's first High-NA EUV lithography machine, the ASML TWINSCAN EXE:5200B, at its M16 fab in South Korea. This advanced system enables 1.7x smaller transistors and ...

Intel will be the first chipmaker to use high-NA EUV lithography, giving it a potential advantage over TSMC. The company has long pointed to its 14A node in 2028 as the first node in which it will use ...

Mecal High-Tech Systems is an independent global high end contracting engineering company that specializes in anti-vibration and shielding technologies for high-precision semiconductor equipment and ...

Cutting corners: Reports that a covert Chinese laboratory had successfully reverse-engineered an EUV machine – the crown jewel of ASML's chipmaking technology – sent shockwaves through the ...

Mecal High-Tech Systems is an independent global high end contracting engineering company that specializes in anti-vibration and shielding technologies for high-precision semiconductor equipment and ...