TSMC, ASML Outlooks to Reveal Depths of Tariff Pain, AI Pullback - Bloomberg.com
“But with uncertainty around what tariffs are going to look like for semiconductors, it is hard to see a re-rating without more concrete news to go...
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ASML shares drop 6% as orders disappoint amid tariff uncertainty
ASML reported net bookings of 3.94 billion euros ($4.47 billion) for the first quarter, versus a Reuters reported forecast of 4.89 billion euros.
Critical chip firm ASML flags tariff uncertainty after net bookings miss
ASML reported net bookings of 3.94 billion euros ($4.47 billion) for the first quarter, versus a Reuters reported forecast of 4.89 billion euros.
China's SiCarrier Aims to Challenge ASML's Dominance in Chip Equipment
Shenzhen SiCarrier Technologies, a Chinese semiconductor equipment maker linked to Huawei, is developing a wide range of machines to replace offerings by ASML and other foreign rivals, Nikkei Asia reports. The company's efforts are aimed at helping China address the severe supply chain constraints imposed by US export