Articles


2025-02-05

[News] ASML to Ship First Second-Gen High-NA EUV Machine in the Coming Months, Aiming for 2026 Production

Though Intel plans to lower its 2025 capex to USD 20 billion from USD 24 billion in 2024, the semiconductor giant has been gearing up to receive its new high-NA EUV machine soon. According to a report from Dutch media outlet tweakers, the first modules of ASML’s TwinScan EXE:5200 will be delivered...

2025-02-05

[Insight] DeepSeek’s Low-Cost Model Redefines AI Investment, Shaking up the Industry

At the end of January 2025, Chinese AI startup DeepSeek launched its latest large language model (LLM), DeepSeek-R1, featuring full open-source accessibility and affordability. According to TrendForce, DeepSeek's emergence signals a significant shift in the AI industry, moving from hardware scaling ...

2025-02-04

[News] ASML: U.S. Export Controls Still Effective, Sees DeepSeek as Positive for Chip Demand

According to a MoneyDJ report citing Wall Street Journal, Christophe Fouquet, CEO of Dutch semiconductor equipment giant ASML, believes that the success of Chinese AI startup DeepSeek highlights how companies in the booming AI market are maximizing their limited resources; however, this does not im...

2025-02-04

[News] China’s Trade War Retaliation: Antitrust Probe into Google; Tariffs of Up to 15% on Certain U.S. Imports

Following Trump’s additional 10% tariff on all Chinese goods, which took effect on February 4, China has decided to fire back. According to The Economic Times and Anue, China announced today that it is going to launch an antitrust investigation into Google and imposed new tariffs on US goods, esca...

2025-02-04

[News] AMD’s AI Strategy Tested as Big Tech Shifts to Custom Chips

As AMD prepares to report its fourth-quarter results on February 4, according to a report from Reuters, investors have been closely monitoring the company's AI chip strategy. This comes amid growing concerns over AMD's position in the AI infrastructure race, as major tech firms increasingly shift to...

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