ASML

Semiconductor

ASML and TSMC can disable chip machines if China invades Taiwan

he Netherlands has run simulations on a possible invasion in order to better assess the risks
ASML orders triple as demand for most sophisticated gear soared - THE EDGE SINGAPORE

Semiconductor

ASML orders triple as demand for most sophisticated gear soared

China accounted for 39% of ASML’s sales in the fourth quarter, down from 46% in the previous period
ASML's orders rise as chip gear giant shrugs off weak demand - THE EDGE SINGAPORE

Semiconductor

ASML's orders rise as chip gear giant shrugs off weak demand

The company raised its full year guidance and now expects net sales in 2023 to grow toward 30%
ASML hit with new limits on chip gear exports to China - THE EDGE SINGAPORE

Semiconductor

ASML hit with new limits on chip gear exports to China

This additional step, like the export control policy, is country neutral

Semiconductor

ASML's big bet on China is starting to backfire

"We're businesspeople, not politicians. The laws of physics in China are the same as here."
Taiwan and China’s quest to catch up on chips - THE EDGE SINGAPORE

Semiconductor

Taiwan and China’s quest to catch up on chips

China believes it needs to catch up with the US fast or it could forever be relegated to second-tier superpower status like Russia
CHIPS Act will transform the semiconductor sector - THE EDGE SINGAPORE

Semiconductor

CHIPS Act will transform the semiconductor sector

The CHIPS Act bill is the first step in America’s march to widen its lead in technology

Semiconductor

ASML cuts forecast after racing to deliver chip-making gear

Clients get their machines more quickly, but ASML had to delay sales recognition for those shipments

Semiconductor

ASML sees rising demand after earnings hit by supply snags

"We expect to revisit our scenarios for 2025 and growth opportunities beyond."

Tech

Analysts bullish on AEM despite Intel's woes

Intel suffers delays on its 7nm and 10nm chips, but analysts remain bullish on other tech stocks.
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