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ASML (NASDAQ:ASML) reported second-quarter 2026 net sales and gross margin above its own guidance, driven by stronger-than-expected demand from its installed base business and continued customer investment tied to artificial intelligence, memory and advanced logic production. Roger Dassen, ASML’s e
Intel has decided to use a high-end machine from ASML to manufacture some of its flagship Panther Lake laptop chips, ASML said on Tuesday, a move that will help the chipmaker learn to use the tool more effectively. Following experiments that began in 2024, Intel has begun to use ASML's next-generation high numerical aperture (High NA) extreme ultraviolet (EUV) machines, which print circuit patterns on to microchips, to help produce a portion of its Panther Lake processors, ASML said. The industry has debated at what point it makes economic sense to begin deploying the High NA tools, which likely will be needed by chipmakers in the future as they continue to shrink the atomic-sized features that make up chips.
(Bloomberg) -- ASML Holding NV lifted its annual sales forecast for the second time this year as a surge in artificial intelligence spending drives demand for the Dutch company’s chip-making machines. Most Read from BloombergThailand Scraps Plan to End Visa-Free Entry for Indian TouristsUS Hits Iran With Strikes, Blockade as Trump Plans Hormuz ChargeTrump Drops 20% Fee for Hormuz Cargo After Gulf Pressure‘We Faltered’: IBM Plunges Most Since at Least 1968 on MissOpenAI’s First Device Will Be Mov
FEATURE The artificial-intelligence trade appeared to be reignited Tuesday as investors digested a slew of bank earnings reports ahead of the consumer-price index inflation report for June. International Business Machines sank 23% after the company’s preliminary second-quarter adjusted earnings and revenue missed analysts’ targets.
Wall Street looked set for a mixed open as investors digested a 23% plunge in IBM shares, another jump in oil prices and the start of the second-quarter earnings season. Dow Jones futures were down 281 points, or 0.5%, while S&P 500 futures were 0.1% lower. Nasdaq futures were pointing...
ASML, the biggest supplier of equipment used to manufacture AI chips, reports quarterly earnings on Wednesday looking to justify its chunky valuation and demonstrate how it will contend with U.S. moves to block exports to China. Clouding the outlook, however, is a proposed U.S. law requiring U.S. allies to align with export controls to curb China's ability to make advanced chips, with ASML named in the legislation. The company has denied selling its most advanced EUV tools to China, which is forecast to account for up to 20% of ASML's sales this year through legal purchases of less-advanced DUV tools to make chips for automotive, industrial and electronic products.
The upgrade is part of chipmaker’s effort to meet AI chip demand and strengthening Europe’s semiconductor supply chain.
Intel has begun a €5 billion ($5.7 billion) capital investment at its Irish campus to expand its manufacturing output in Europe and meet growing global demand for AI and high-performance computing, the U.S. chipmaker said on Monday. Intel said the move would maximize capacity at its European manufacturing base in Leixlip outside Dublin, expanding current production output, advancing research and development activities and utilising capacity across existing cleanroom space. Intel is one of the key multinationals in Ireland's foreign investment-focused economy, having already invested €30 billion in the country since 1989, more than half of which was spent between 2019 and 2023 to double capacity at the plant in order to produce the company's most advanced process technologies.
(Bloomberg) -- Intel Corp. is spending €5 billion ($5.7 billion) to expand its plant in Ireland, as the chipmaker attempts to regain its manufacturing dominance for the AI boom.Most Read from BloombergLindsey Graham, Senate Hawk Turned Trump Ally, Dies at 71Hormuz Route Open Despite Iran Declaration, Maritime Group SaysOpenAI Engineer’s ‘LOL’ Moment Set Stage for Legal Fight With AppleTrump Embraces Australian Retirement System Backed by Larry FinkUS Renews Iran Strikes as Both Sides Dispute Hor
Plus, a plan to protect Earth from solar storms, how to shop for iPhones this year, how AI advice is undermining eating-disorder therapy and more.
The chip maker’s business is improving, with government twisting the arms of potential customers and partners including Apple and Nvidia
(Bloomberg) -- The largest builders of artificial intelligence data centers have doubled their debt load in the last five years, turning to borrowing to finance an unprecedented spending spree they claim is needed to transform the economy. Most Read from BloombergMicrosoft’s Xbox to Shift Obsidian Studio to New ‘Fallout’ Video GameNvidia’s $1 Trillion Slide Sends Valuation to Pre-AI Boom LevelsZuckerberg Pledges ‘Aggressive’ Pricing With Meta’s First Pay-to-Use AITrump Vents Anger With Iran and
Chip stocks extended their decline on Wednesday as the overall market declined.
(Bloomberg) -- After losing roughly $1 trillion in market value in less than two months, Nvidia Corp.’s stock is the cheapest it’s been since before the AI boom kicked off and sent the shares into the stratosphere.Most Read from BloombergGreece Offers Bounty to Catch Ravenous Fish Lured by Warming SeaChip Stocks Sink After Blistering Run as Oil Jumps: Markets WrapUS Strikes Iran and Blocks Oil Sales in New Test of TruceTwo Millennium Trading Pods Made About $3.7 Billion Last MonthChina Sentences
(Bloomberg) -- Chip startup SambaNova Systems Inc. has raised $1 billion at an $11 billion valuation, underscoring investors’ conviction in rising demand for infrastructure tied to artificial intelligence.Most Read from BloombergGreece Offers Bounty to Catch Ravenous Fish Lured by Warming SeaChip Stocks Sink After Blistering Run as Oil Jumps: Markets WrapTwo Millennium Trading Pods Made About $3.7 Billion Last MonthUS Strikes Iran and Blocks Oil Sales, in New Test of TruceChina Sentences Officia
Syntiant Corp, backed by Intel Capital, has filed for a U.S. IPO. The company focuses on semiconductor and AI software solutions for low power processing. Syntiant recently expanded by acquiring Knowles Corp's consumer MEMS microphone business. The development highlights Intel's involvement in edge AI computing and related hardware. For investors tracking Intel and NasdaqGS:INTC, Syntiant's IPO filing adds another reference point for how large chip companies participate in AI through...
SEOUL, July 8 (Reuters) - Shares of South Korean memory chipmakers Samsung Electronics and SK Hynix fell as much as 4.4% and 5%, respectively, in early trade on Wednesday, tracking a broad selloff in
Sharp declines for high-flying memory and chipmakers including Intel, Marvell Technology and Applied Materials led a 1.2% decline in the Nasdaq Composite index and a 0.5% drop in the S&P 500. An update on second-quarter results from the South Korean giant had the company projecting record operating profits. Investors feared this reaction was a sign of how future reports for other chipmakers and AI-related tech companies might be received.
AI startup Perplexity on Tuesday confirmed it plans to use Nvidia's new central processing units, as the chip giant works to broaden its market and take on entrenched players such as Intel and Advanced Micro Devices. Nvidia has said it expects to generate $20 billion in sales from its "Vera" CPU, a more generic computing chip than its AI-specific offerings, by the end of this fiscal year. The Vera chips are part of Nvidia's efforts to diversify sales as artificial intelligence companies such as OpenAI and DeepSeek make their own AI chips.
Investors weren't happy with Samsung's guidance today, sending a large group of tech names lower in U.S. morning trading. Here are some of the biggest recent declines: Intel (INTC): Down 11% Applied ...
July 7 (Reuters) - Futures tied to the tech-heavy Nasdaq dropped on Tuesday on declines in chip stocks over concerns about the sustainability of the AI-driven rally despite strong results from Samsung
Syntiant Corp, an artificial intelligence software and semiconductor company, filed for a U.S. initial public offering on Monday, joining a growing list of AI companies seeking to tap public markets amid strong investor demand for the sector. Building AI Chips for Everyday Devices Founded in 2017 by semiconductor industry veterans, including CEO Kurt Busch, Syntiant develops low-power AI processors and software that enable devices to perform tasks locally rather than relying on cloud data center
(Bloomberg) -- Syntiant Corp., a company making semiconductors and software for artificial intelligence, filed for an initial public offering to tap investors’ enthusiasm for the technology. Most Read from BloombergGreece Offers Bounty to Catch Ravenous Fish Lured by Warming SeaMicrosoft’s Xbox to Cut 3,200 Jobs, Divest Five Studios in Major OverhaulOil, Gas Tankers Cross Hormuz Via Oman-Side Route After U-TurnsSaudis Slash Main Oil Price to Rare Discount as Market DivesTwo Millennium Trading Po
Some S&P 500 companies' second-quarter earnings grew so fast — even analysts are having trouble keeping up.
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