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ASML rides Nvidia’s AI growth to record revenue with EUV lithography monopoly
Nvidia is the world’s most valuable company because its chips run modern artificial intelligence. Those chips do not exist on ...
ASML's near-total control of EUV lithography makes it an indispensable supplier to advanced logic and memory manufacturing.
ASML is the world's sole provider of EUV lithography machines, which are vital to advanced semiconductor production. The ...
The hardest part to replicate is the optics. EUV-grade mirrors are produced by a single supplier: Carl Zeiss SMT. They are the product of decades of tightly integrated development between Zeiss and ...
Chipmaker TSMC is expected to receive the first shipment of High Numerical Aperture NA Extreme Ultraviolet (High NA EUV) lithography machines from ASML before the end of the year. According to a ...
There are a confluence of factors that should drive memory lithography systems sales higher for ASML.
TL;DR: ASML has launched its first US training facility in Phoenix, Arizona, to train over 1,000 engineers annually on advanced High-NA EUV lithography machines. This center addresses the US ...
CEO Christophe Fouquet framed the restructuring as an effort to make ASML more agile. Roughly four percent of the company's global workforce – about 1,700 positions – ...
TSMC’s US$56 billion capex projection signals strong demand -- here's how tonight's earnings from ASML, Microsoft, and Meta ...
The AI boom still has a lot of room to run.
ASML is experiencing several tailwinds including an expectation of increased chipmaking capacity and continued demand for AI semiconductors.
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