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    US-China AI rivalry, part 2: Beijing weighs controls on model weights, training data, chip designs
    1min ago
    US-China AI rivalry, part 1: September talks to confront frontier models, IP theft, open-source risks
    48min ago
    NEWS TAGGED EUV
    Wednesday 22 July 2026
    Albany NanoTech Complex acquires ASML High NA EUV tools for chip research
    Parts of ASML's next-generation high numerical aperture (High NA) extreme ultraviolet (EUV) machine have arrived in New York state, where they will be used for chipmaking R&D....
    Wednesday 22 July 2026
    'Two companies, one business': how Zeiss and ASML are riding the AI boom to dominate EUV

    Zeiss, the exclusive supplier of ASML's extreme ultraviolet (EUV) optical systems, says the two companies operate as though they were...

    Tuesday 21 July 2026
    China's EUV gap keeps semiconductor catch-up in check
    As the US continues to tighten export controls on advanced semiconductor equipment to China, questions are mounting over whether China can narrow the gap with leading-edge manufacturing...
    Tuesday 21 July 2026
    AI reshapes semiconductor growth curve; Zeiss eyes US$2.5 trillion market
    Generative AI, high-performance computing (HPC), and large AI models are rapidly reshaping the global semiconductor industry's growth curve. Thomas Stammler, chief technology officer...
    Tuesday 21 July 2026
    Samsung keeps High-NA EUV rollout cautious as foundry profitability remains the focus

    Samsung Electronics is taking a slower approach than Intel to High-NA extreme ultraviolet (EUV) lithography for advanced chip production,...

    Monday 20 July 2026
    Intel reassigns global fabs, eyes early 14A and EMIB-T AI wins

    Intel has accelerated its global footprint reset for 2026 after receiving investments from the US government, SoftBank, and Nvidia...

    Sunday 19 July 2026
    ASML supplier Trumpf says South Korea EUV demand is growing faster than Taiwan's
    High-NA EUV lithography is becoming the semiconductor equipment industry's next major battleground as demand rises for more advanced chips used in artificial intelligence, high-performance...
    Thursday 16 July 2026
    ASML's rumored move to raise lithography prices sets up rare clash with TSMC as AI hands toolmakers pricing power
    An AI-fueled earnings beat has emboldened ASML to do something it rarely does: raise prices on the lithography machines that are essential to making advanced chips. That plan is now...
    Thursday 16 July 2026
    ASML signals pricing power and a two-year capacity sprint as AI tightens the lithography bottleneck
    During the question-and-answer session of ASML's second-quarter 2026 earnings call on July 15, executives at the world's only maker of extreme ultraviolet (EUV) lithography systems...
    Wednesday 15 July 2026
    Intel qualifies High-NA EUV for Panther Lake; ASML preps TSMC and Samsung for next wave
    ASML confirmed on July 15 that Intel Foundry has become the first company in the industry to ship a high-volume logic product manufactured using High-NA EUV lithography, marking a...
    Wednesday 15 July 2026
    ASML raises 2026 sales outlook as AI-fueled logic and memory demand accelerates
    Dutch lithography giant ASML reported total net sales of EUR9.3 billion for the second quarter of 2026, exceeding its own guidance, as customers accelerated capacity expansion plans...
    Tuesday 14 July 2026
    Gudeng Precision Industrial posts record second quarter revenue on advanced semiconductor carrier demand
    Gudeng Precision Industrial Electronics reported record June revenue and its highest quarterly sales in the second quarter of 2026, driven by stronger demand for EUV mask carriers...
    Tuesday 14 July 2026
    China launches first 8-inch 2D chip line to bypass EUV limits

    Shanghai AtomIC Technology has launched what it describes as the world's first 8-inch pilot line for two-dimensional semiconductors, marking...

    Wednesday 8 July 2026
    Netherlands presses China talks on Nexperia and ASML trade frictions
    The Netherlands used a trade mission to Beijing this week to reopen economic ties with China while semiconductor tensions remained at the center of the agenda. Dutch trade officials...
    Monday 6 July 2026
    Exclusive Interview: Dutch startup Nearfield bets on process control to rival EUV in AI chip manufacturing

    As Moore's Law approaches its physical limits, simply shrinking semiconductor process nodes is no longer the sole path to improving...

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    Research Report Database
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