News

ASML expands High-NA ties with Samsung and Intel as AI demand builds, while broader adoption hinges on customer qualification and manufacturing decisions.

ASML's AI-driven Logic and Memory demand is boosting its 2026 outlook, but premium valuation and execution risks leave little room for disappointment.

Taiwan Semiconductor and ASML are advancing 12-inch High-NA EUV photomasks to boost fab productivity, cut chipmaking costs and ease stitching constraints.

ASML Holding N.V. (NASDAQ: ASML) and Taiwan Semiconductor Manufacturing Company Limited (NYSE: TSM) have recently announced a collaborative initiative to improve the economics of chip production and lead the semiconductor industry’s transition to a larger-format Extreme Ultraviolet (EUV) lithography photomask. The companies plan to transition to larger, 12-inch masks from the current, 6-inch masks, helping […]

ASML outpaces QCOM on 2026 growth and one-year stock performance, while QCOM holds the valuation edge. Which semiconductor stock looks better now?

TSMC is building 20 factories at home and abroad

STOCKS 0725 GMT – European stock indexes largely edge higher after falling sharply in the last session. Banks and utilities find some relief, though technology stocks slide. The Europe-wide Stoxx 600 nudges up 0.

ASML (ASML) concluded the recent trading session at $1, signifying a -2% move from its prior day's close.

Intel Corporation (NASDAQ:INTC) and ASML Holding N.V. (NASDAQ: ASML) have recently provided fresh evidence that High-NA EUV lithography is advancing in commercial manufacturing. At the SPIE Photomask Technology + Extreme Ultraviolet Lithography conference, the two companies announced several updates related to this technology and next-generation chip production. While the update offers evidence of High-NA’s manufacturing […]

ASML and TSM are collaborating on a 12-inch photomask pilot line to advance High NA EUV and boost semiconductor manufacturing efficiency.

According to CEO Christian Weedbrook, it is the “most important” technical challenge for Xanadu’s photon-based quantum computing architecture.

Intel raised enterprise CPU prices 10% and confirmed with ASML that its foundry has processed over one million wafers using High-NA EUV equipment, sending shares up nearly 10%.

ASML Holding N.V. (NASDAQ:ASML) and Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) have given investors a clearer view of their next manufacturing transition. The important distinction is when each company might earn a return. Their September 8 announcement says TSMC intends to introduce ASML’s High-NA extreme ultraviolet technology into high-volume advanced-node manufacturing starting in 2030. A […]

Barclays analysts called the announcement a “positive” for High NA EUV machines, which are viewed as crucial to ASML’s revenue growth.

A number of stocks jumped in the afternoon session after Qualcomm announced a multi-generational product collaboration with Amazon Web Services to develop custom AI data center infrastructure, while ASML, TSMC, and Intel achieved key milestones in next-generation chip manufacturing. According to a Qualcomm press release, the chipmaker announced a multi-generational product collaboration with Amazon Web Services (AWS) to develop custom AI data center infrastructure. The strategic partnership focu

A number of stocks jumped in the afternoon session after Qualcomm announced a multi-generational product collaboration with Amazon Web Services to develop custom AI data center infrastructure, while ASML, TSMC, and Intel achieved key milestones in next-generation chip manufacturing. According to a Qualcomm press release, the chipmaker announced a multi-generational product collaboration with Amazon Web Services (AWS) to develop custom AI data center infrastructure. The strategic partnership focu

NVIDIA Corporation (NASDAQ:NVDA) and ASML Holding N.V. (NASDAQ:ASML) are backing the same European AI company, but investors should expect different routes to a return. On September 8, Mistral announced a €3 billion Series D at a post-money valuation above €21 billion. Both companies participated as existing investors. Mistral said the money would expand research, infrastructure […]

Three chip giants may have quietly changed the equation

Samsung, TSMC and Intel rarely move in lockstep. This time, all three are betting on the same piece of equipment.

ASML Stock Rallies as Samsung, TSMC and Intel Advance High-NA Plans

The 2029 first phase promises faster assembly while near-term EUV capacity remains almost fully booked

The manufacturing milestone is real; external foundry revenue remains the missing proof.

Investing.com -- Morgan Stanley has taken a more selective stance on European semiconductor stocks, staying positive on the sector overall while adjusting ratings and price targets as the memory cycle nears a turn and valuations diverge.

The S&P 500 Index ($SPX ) (SPY ) is down -0.34% today, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down -0.83%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down -0.19%. E-mini S&P futures (ESU26 ) are down -0.41%, and September E-mini Nasdaq futures (NQU26...

Intel just hit a lithography milestone that puts every rival chipmaker years behind, and the stock is surging against a falling market. Whether that lead translates into a lasting foundry turnaround is the question investors are now pricing in real time.

Intel and ASML have processed more than 1 million wafers using High-NA EUV

Mistral Lands Massive $3B Funding Round: Samsung and BlackRock Join AI Bet

(Updates with economic data, recent oil price movement, world markets' overview and corporate stock

Both companies also joined an industry initiative to transition to larger 12-inch photomasks, which are expected to cut chipmaking costs by 2033

Mistral’s co-founder and CEO Arthur Mensch STEPHANE DE SAKUTIN/Getty Images France’s Mistral has closed Europe’s largest-ever VC round, per PitchBook data, at €3 billion (around $3.5 billion) to fund its shift from a model lab to a full-stack enterprise AI provider. The Series D gives Mistral a post-money valuation of over €21 billion, up from €11.7 billion a year ago. Samsung Electronics led the round, adding another corporate investor to Mistral’s cap table after ASML led its €1.7 billion Seri