Latest news with #ASML
GSM Arena
3 days ago
- Business
- GSM Arena
Huawei tipped to make 3nm chips in 2026
Huawei is developing a true 5 nm production line without the need for EUV lithography machines. Furthermore, 3 nm chips are already in the R&D stage, with plans to start production by 2026, according to a report by UDN. Huawei cannot use standard EUV technology, as it is patented by the Dutch company ASML, which is banned from working with the Chinese manufacturer. Instead, the company is using SSA800 lithography machines with multi-patterning, made by Shanghai Micro Electronics (SMEE). Research and development for 3nm chips are following two approaches: one is GAA architecture (the standard one, used by TSMC and Samsung), and the other is a carbon nanotube-based chip that has already completed lab validation and is now being adapted for SMIC's production lines. Earlier this month, the Huawei Matebook Fold arrived, powered by Kirin X90. While the company calls it a "5nm chip," it is actually a 7nm design with advanced packaging technology. It brings performance on par with other 5 nm chips, but the yield is only 50%, which is extremely low, making the chip more expensive to manufacture. Source
India.com
3 days ago
- Business
- India.com
This semiconductor manufacturing company became victim of politics, lost Rs Rs 11000000000000, the company is....
This semiconductor manufacturing company became victim of politics, lost Rs Rs 11000000000000, the company is.... One of the largest technology companies in Europe, ASML, has witnessed a massive loss in the last one year. The market value of the Dutch company plunged to USD 130 billion (about Rs 10.8 lakh crore). In July 2024, its value was USD 130 billion (about Rs 10.8 lakh crore). The value of the company has fallen drastically in less than a year. However, there is no fault of the company in the losses, and it has fallen prey to the political game which is going on between the United States and China. Notably, Dutch company ASML is a crucial link in the semiconductor industry, and it is the only company in the globe that makes EUV (Extreme Ultraviolet Lithography) machines. These EUV machines are essential for chipmaker companies that manufacture the most modern and fastest chips, like TSMC, Samsung and Intel. However, the ongoing trade tensions between Washington and Beijing have badly affected the Dutch company. The US has put a ban on shipping these machines to China, due to which ASML can no longer sell its advanced machines to China. This development has directly affected the sales of the company. ASML CEO Christophe Fouquet stated that the company's sales from China in 2025 will be lower than past years. However, the company has recently started shipping the next-generation High NA EUV machines. Notably, these High NA EUs may remain in demand from big companies like Samsung and Intel in the future. What Does Analyst Said? Although current market conditions are challenging, some analysts remain positive. A US-Europe trade agreement could boost market confidence, and projections suggest ASML's prospects are strong for 2025 and 2026 due to rising demand for its chipmaking equipment. One analysis predicts a potential 17% increase in ASML's stock price in the coming months. What is the history of the company? ASML Holding NV is a Dutch company which was founded in 1984 as a joint venture between Philips and ASM International. Headquartered in Veldhoven, the company became independent in 1995. ASML manufactures and sells photolithography machines for the semiconductor industry, specifically EUV and DUV machines. Most of ASML's revenue comes from Asian countries such as – Japan, South Korea, Taiwan, and China. Asia is its largest market for the Dutch company, accounting for about 70 percent of total sales. But China's contribution is expected to decline in 2025. ASML also has a strong presence in Europe and the America.
Yahoo
3 days ago
- Business
- Yahoo
ASML Holding N.V. (ASML): A Bull Case Theory
We came across a bullish thesis on ASML Holding N.V. (ASML) on Monopolistic Investor's Substack. In this article, we will summarize the bulls' thesis on ASML. ASML Holding N.V. (ASML)'s share was trading at $746.51 as of 28th May. ASML's trailing and forward P/E were 29.62 and 27.47 respectively according to Yahoo Finance. Close-up of Silicon Die are being Extracted from Semiconductor Wafer and Attached to Substrate by Pick and Place Machine. Computer Chip Manufacturing at Fab. Semiconductor Packaging Process. ASML, a Dutch company, plays a critical but often understated role in the semiconductor industry by producing the highly complex extreme ultraviolet (EUV) lithography machines essential for manufacturing the world's most advanced chips. Its technology works by generating EUV light through an intricate process involving vaporized tin droplets and lasers inside a vacuum chamber, with precision-engineered multilayer mirrors and reticles transferring chip patterns onto silicon wafers with extraordinary accuracy. The company's machines operate with near-perfect environmental controls, managing temperature within thousandths of a degree and positioning wafers with micrometer precision, reflecting an unparalleled level of engineering sophistication that is extremely difficult for competitors to replicate. Despite holding significant pricing power, ASML chooses not to excessively raise prices, balancing profitability with the broader goal of supporting ongoing research and innovation in the tech ecosystem, maintaining around 50% gross margins. The Dutch government recognizes ASML's strategic importance and supports its growth through initiatives like Project Beethoven, aimed at expanding infrastructure and preserving jobs domestically as ASML expands globally. This combination of technological leadership, prudent pricing, and strong governmental backing positions ASML as a vital, resilient player in the semiconductor supply chain, underpinning the future of advanced computing technologies. Previously, we have covered ASML Holdings N.V. (ASML) in May 2025 wherein we summarized a bullish thesis by FluentInQuality on Substack. The author highlighted the company as the sole global provider of extreme ultraviolet (EUV) lithography machines, essential for producing the world's most advanced semiconductors. It emphasized ASML's unmatched technological moat, strong financials with high margins and return on invested capital, and significant geopolitical importance, positioning the company as a critical bottleneck in the semiconductor supply chain. Since our last coverage, the stock is up 10.96%. ASML Holding N.V. (ASML) is not on our list of the 30 Most Popular Stocks Among Hedge Funds. As per our database, 80 hedge fund portfolios held ASML at the end of the first quarter which was 86 in the previous quarter. While we acknowledge the risk and potential of ASML as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns, and doing so within a shorter timeframe. If you are looking for an AI stock that is more promising than ASML but that trades at less than 5 times its earnings, check out our report about the cheapest AI stock. READ NEXT: 8 Best Wide Moat Stocks to Buy Now and 30 Most Important AI Stocks According to BlackRock. Disclosure: None. This article was originally published at Insider Monkey. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
The Guardian
4 days ago
- Business
- The Guardian
Tech shares climb after strong Nvidia results despite warning over rise of Chinese rivals
Technology shares climbed on Thursday, buoyed up by strong results from Nvidia, despite the AI chip company's boss warning over the rise of Chinese rivals. The Stoxx Europe tech index rose by 0.8% on Thursday as a result of Nvidia's financial report, with the Dutch semiconductor equipment maker ASML rallying by 2.4%. In the US, futures for the tech-focused Nasdaq climbed 2%, while shares in Nvidia itself jumped 6% in pre-market trading. The boost to tech and artificial intelligence stocks came hours after Nvidia beat Wall Street forecasts, with quarterly revenues jumping 69% to $44bn (£32.6bn). The company also said it expected deals in the Middle East to start to fill a gap left by the loss of Chinese business. In April the US president, Donald Trump, said that he was restricting AI chip exports to China, in effect barring Nvidia from selling its H20 AI chips to Chinese firms and blocking a major source of its revenue. Nvidia's chief executive, Jensen Huang, warned that Chinese rivals were benefiting from the void left by US firms being forced to abandon the market due to US trade restrictions. 'The Chinese competitors have evolved,' Huang told Bloomberg Television. He added that Huawei, which had been blacklisted by the US government, had become 'quite formidable'. 'Like everybody else, they are doubling, quadrupling capabilities every year,' Huang said. 'And the volume is increasing substantially.' While the US government policy is meant to keep AI technologies out of the hands of Chinese actors, Huang said local firms are simply finding other options. 'You cannot underestimate the importance of the China market,' Huang said. 'This is the home of the world's largest population of AI researchers.' Nvidia said it expects to miss out on $8bn in revenue in the second quarter as a result of Trump's trade restrictions. Tech investors were also optimistic after a US trade court ruled against Trump's sweeping tariffs regime, in a move that could ultimately block the president's sweeping trade levies. But there is further uncertainty ahead, with the White House having already filed an appeal against the decision, issued by judges from the New York-based court of international trade. Meanwhile, shares in Tesla, another leader in artificial intelligence technology, rose 2.6%, after the company's chief executive, Elon Musk, confirmed he would formally leave his role in the Trump administration. Musk has been leading the 'department of government efficiency' (Doge) since January, which ruthlessly cut state spending across a number of public departments and agencies. He announced in April he would be stepping back after seeing Tesla's earnings plunge and failing to win a supreme court race in which he spent millions of dollars supporting a Republican candidate.
Time of India
4 days ago
- Business
- Time of India
How and why one of the Europe's biggest technology company has lost $130 billion-plus from its value in less than a year
ASML, a key player in the semiconductor supply chain , has seen its market value plummet by over $130 billion in less than a year, dropping from a peak of $429.5 billion in July 2024 to $297 billion by Tuesday's close, per S&P Capital IQ data. The decline reportedly stems from U.S. export restrictions to China and uncertainty over potential U.S. tariffs under President Donald Trump. ASML is one of the biggest technology companies in Europe. The Dutch company, the sole producer of extreme ultraviolet lithography (EUV) machines used by chipmakers like TSMC to manufacture advanced chips, has faced significant headwinds. 'All the equipment manufacturers in the space have come down because they are concentrating all the fears around … the U.S. restrictions to China,' Stephane Houri, head of equity research at ODDO BHF, told CNBC's 'Europe Early Edition' on Wednesday. Houri also pointed to tariff concerns and questions about over-investment in AI, noting uncertainty over whether 'demand is not at the level that many people expect.' What's hurting ASML ASML's inability to ship its most advanced EUV machines to China has limited its sales potential. CEO Christophe Fouquet told CNBC in January that the company's China business is expected to shrink in 2025 compared to 2023 and 2024. Recently, ASML began shipping its next-generation High NA machines, but global chip stocks continue to face pressure from trade uncertainties. by Taboola by Taboola Sponsored Links Sponsored Links Promoted Links Promoted Links You May Like Zumbido e perda de audição? Médico revela técnica caseira de 1 real para aliviar! Zumbido no ouvido Undo Despite these challenges, a potential U.S.-Europe trade deal could ease market concerns. 'If there is an agreement in the end with President Trump and ... Europe and many other countries, they probably will benefit from the relief in the market, and notably in the sector,' Houri said. Analysts remain optimistic, with LSEG data showing an average price target of 779 euros for ASML, suggesting a 17% upside from Tuesday's close. A recent Wells Fargo note, following discussions with ASML's management, highlighted the company's positive outlook for 2025 and 2026, driven by demand from firms like Samsung and Intel for next-generation chipmaking tools.
