ASML


2024-08-12

[News] China Makes Progress in Chip Tool Self-Sufficiency, Yet Lithography Remains a Key Bottleneck

According to a report from the South China Morning Post, the U.S. export controls, which are restricting China's access to advanced chips and technology, have intensified China's efforts to replace global semiconductor manufacturing equipment. However, industry sources have indicated that China sti...

2024-08-09

[News] TEL Raises Full-year Forecast; Nearly 50% of Last Quarter’s Revenue Comes from China

Japanese semiconductor equipment maker Tokyo Electron (TEL) has raised its profit forecast for the fiscal year 2024 (ending March 2025), expecting an operating profit of JPY 627 billion (approximately USD 4.3 billion), an 8% increase from its previous guidance. Tokyo Electron contributed the str...

2024-08-07

[News] ASML’s Second High-NA Equipment to be Installed in Intel’s Oregon Fab Soon

Per a report from Reuters, Intel is said to be receiving the second new High-NA EUV equipment from ASML, costing EUR 350 million (~USD 383 million). According to Intel's earnings call on August 1, CEO Pat Gelsinger stated that Intel began receiving the first large equipment in December, and the i...

2024-08-01

[News] US Reportedly Weighs Stricter Limits on AI Memory Access for China

According to a report from Bloomberg, the US is reportedly considering new measures and could unilaterally impose restrictions on China as early as late August. These measures would limit China's access to AI memory and related equipment capable of producing them. Moreover, another report from Re...

2024-07-17

[News] ASML Slightly Beats Q2 Earnings Forecasts, with Full-Year Outlook Unchanged

Lithography machine giant ASML released its financial report for the second quarter of 2024, with net sales amounting to EUR 6.2 billion and net income reaching EUR 1.6 billion. The gross margin was 51.5%. According to the previous financial forecast, net sales for the second quarter were expe...

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