Thiel-Backed Chip Startup Named Substrate Is Seeking to Crack ASML's Dominance
... semiconductor industry: ASML Holding NV and Taiwan Semiconductor Manufacturing Co ... Provide news feedback or report an error · Site feedback...
Sign up for ARPU: Stay informed with our newsletter - or upgrade to bespoke intelligence.
Meet AMIES, China's new hope in breaking reliance on ASML's chipmaking machines
News. Hong KongChinaEconomyAsiaWorldSportThis Week in AsiaUS Elections ... Semiconductor Ecosystem Expo 2025, which featured more than 600...
ASML Earnings Signal AI Demand Holding Strong | Bloomberg Tech 10/15/2025
LET'S TALK MORE ABOUT THIS AI NEWS. NORTH OF $3 BILLION IN ASSETS UNDER MANAGEMENT. THOMAS, IS THIS A BUBBLE? > > THANK YOU FOR HAVING ME ON YOUR...
Chipmaking supplier ASML set to ride AI megadeals wave - Reuters
AI megadeals boost hopes for chipmaking equipment demand ... The Reuters Daily Briefing newsletter provides all the news you need to start your day.
ASML, Applied Materials Fall After US Panel Slams China Sales - Bloomberg
Semiconductor companies including Applied Materials Inc. and ASML ... Provide news feedback or report an error · Site feedback: Take our Survey.
ASML Gains Another Bull as Morgan Stanley Upgrades to Overweight
ASML Holding NV’s recent rally got a fresh boost on Monday as Morgan Stanley joined the ranks of the stock’s bulls, signaling that the chip-equipment maker may at last show a major uplift from artificial intelligence demand.
This chipmaker equipment stock could be beneficiary of Nvidia-Intel deal: BofA - CNBC
ASML is poised to grow as semiconductor equipment demand picks up, particularly following Nvidia and Intel's $5 billion deal, according to Bank of...
Europe's AI Playbook
The Capital Efficiency BetThe rationale behind ASML's €1.3 billion investment in French AI startup Mistral, as we explored last week, is one of sound corporate strategy. The Dutch company that makes the world's most critical chip-making machines wants to embed AI into its
Klarna IPO and ASML's Mistral bet revive Europe's tech dreams
For years, investors have been talking up Europe's potential to build valuable tech firms. Those dreams could finally be moving closer to reality.
ASML Makes Its Move
The Chipmaker's AIOrdinarily, the company that makes the printing presses does not buy a stake in the author. In the neat, layered world of technology, hardware companies make the physical stuff, and software companies make the virtual stuff that runs on it. This week, that tidy separation