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Lam Research and Applied Materials both posted blowout quarters riding the same AI capex wave, but only one of them moves in genuine lockstep with ASML as EUV adoption accelerates into the next node generation.
Shares of European semiconductor companies were mixed after a Monday selloff that was triggered by calls for a slowdown in the development of advanced artificial-intelligence models over safety concerns.
Samsung rejected a massive electricity prepayment proposal as Korea confronts the power demands of expanding semiconductor production.
ASML Holding N.V. (NASDAQ:ASML) is exploring ways to produce more than 110 extreme-ultraviolet (EUV) chip-printing machines in 2028 as artificial-intelligence demand remains “very very strong,” JPMorgan says. ASML’s Amsterdam-listed shares fell 5.2% Monday as chip stocks sold off after Anthropic...
ASML shares dropped 6.2% Monday morning after Anthropic CEO Dario Amodei and other AI leaders called for slowing frontier-model development.
High-NA adoption strengthens the technology roadmap, but customers must justify a much larger equipment bill.
The S&P 500 Index ($SPX ) (SPY ) is down by -0.83% today, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down by -0.53%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down by -1.39%. E-mini S&P futures (ESU26 ) are down -0.80%, and September E-mini...
ASML fell more than 5% and Soitec plunged about 13% as calls to slow advanced AI development suddenly turned the sector’s biggest growth story into a reason to sell.
Anthropic's CEO called for slowing AI model progress over the weekend, and by Monday morning the shockwave had traveled straight to the fab equipment order books that Wall Street spent 2026 treating as untouchable.
Three AI chief executives agreed on one thing over the weekend, and by Monday morning billions in market value had shifted away from chips and toward software. The rotation raises a question every investor in the sector now has to answer.
AMD's 34% revenue surge and 12.5% net margin contrast sharply with ASML's 29.4% profitability and $12.3 billion in free cash flow.
Find insight on European chip stocks, Anthropic, Venture Corp. and more in the latest Market Talks covering Technology, Media and Telecom.
ASML's monopoly on the machines that build every advanced chip in the world just endured a month of relentless selling, and one prominent Wall Street analyst thinks the market has handed investors a rare opening at a price that grossly undervalues what comes next.
AI-linked stocks tumbled Monday after the CEOs of some of the companies developing the most advanced AI models called for a slowdown in the technology’s development.
↘️ Nvidia (NVDA), Intel (INTC), Marvell Technology (MRVL): Chip stocks slid premarket after leaders of the biggest AI companies called to slow development of the technology, raising questions over chip demand.
Asian and European chip stocks tumbled Monday after leaders of the world’s biggest artificial intelligence companies called for the industry to slow development of the technology for safety reasons. Nvidia and Intel are down in premarket trading.
European chip stocks opened sharply lower, tracking declines in Asia, after the leaders of some of the biggest AI companies said they needed to slow development of the technology. Shares in Dutch supplier of chip-making equipment ASML Holding fall 4.
European chip stocks followed Asian peers lower, after leaders of the world’s biggest AI companies called for the industry to slow the tech’s development for safety reasons.
STOCKS 0720 GMT – European stocks largely are mixed at the open as chip stocks fall sharply on investor concerns the artificial-intelligence build-out will slow. Software and pharmaceutical names support the Europe-wide Stoxx 600, which trades flat.
One makes the tools; the other controls the bottleneck. Their vastly different risk profiles and valuations reveal why this isn't a simple choice.
ASML, Taiwan Semiconductor, and Nvidia all have durable competitive advantages.
STOCKS 0015 GMT — Japanese stocks are lower as fears about the Iran war and rising energy costs have grown. Chip-related stocks are leading declines. Kioxia Holdings is down 5.7%, SoftBank Group is 4.
Founded in 1984 in the Netherlands, ASML holds a monopoly on the extreme ultraviolet lithography machines for advanced semiconductor manufacturing
Applied Materials CEO Gary Dickerson showed up to a Goldman conference with customer order books stretching years into the future, and the peers corroborating his story make the bullish case harder to dismiss than the skeptics expected.
Memory spending is accelerating faster than the broader chip equipment market, and three suppliers stand to capture an outsized share of that growth. But their exposure, risks, and upside potential differ in ways that matter before you buy any of them.
Micron stock was dropping Thursday. Kepler Computing, backed by Intel, thinks it can disrupt the memory-chip market.
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