Latest news with #microchips
New York Times
a day ago
- Business
- New York Times
How the Maker of the ‘Most Complex Machine Humans Ever Created' Is Navigating Trade Fights
Seemingly every week, Christophe Fouquet, the chief executive of the Dutch technology company ASML, has found himself grappling with political firestorms. Last month, President Trump announced 50 percent tariffs on European goods sold to the United States, potentially raising some costs for ASML's lithography machines, which are critical for producing advanced microchips. Two days later, he paused the tariffs. Around the same time, the foreign minister of the Netherlands was in Beijing, partly to discuss lifting the rules that bar Chinese companies from buying ASML's equipment. Then this week, the Dutch government collapsed, throwing any trade talks into question. All of these events had the potential to disrupt ASML, which is the only maker of complex lithography machines that can cost as much as $400 million and be as big as a train car. The tools are so coveted by nations such as China and the United States for making cutting-edge chips that ASML has been turned into a geopolitical chess piece in trade battles, with some of its products restricted for export to certain countries. The tussling has made it an uncertain time for Mr. Fouquet, 52, a Frenchman who took over as chief executive of the $300 billion company last year. 'A large part of it is still out of our hands,' he said in a recent interview from ASML's headquarters in the small town of Veldhoven, about 80 miles south of Amsterdam. Want all of The Times? Subscribe.
Globe and Mail
4 days ago
- Business
- Globe and Mail
Why Broadcom Stock Blew Past the Market on Monday
Since the start of the tariff war, investors have been nervous about microchip stocks. That feeling wasn't much in evidence with Broadcom (NASDAQ: AVGO) on Monday, however, as the company's shares added 3% in value that trading session. A confident and bullish analyst note helped boost sentiment, and power Broadcom to a win over the S&P 500 's (SNPINDEX: ^GSPC) 0.4% daily gain. Optimistic about the chip sector That note -- a weekly update on leading semiconductor titles -- was published by white-shoe investment bank Morgan Stanley Monday morning. It covered several notable chip stocks, and although this week's edition mainly focused on the sector's current darling Nvidia, it also addressed cutting-edge companies Broadcom and Marvell. According to reports, Morgan Stanley feels demand for Nvidia's suite of products remains strong, and will continue to be notably higher than supply. Digesting this, investors clearly extrapolated this to be a benefit for the wider market for advanced chips, such as those that can power artificial intelligence (AI) functionalities. The investment bank added that a recent tailwind, inventory buildup arising from component delivery hiccups, should be short-lived. Once this abates, the market is likely to recover quite speedily. In the note, Morgan Stanley said that it believes Broadcom will post solid results when it reports its second quarter of fiscal 2025 figures after market close this Thursday, June 5. The high expectations of professional bulls The bank isn't the only researcher expecting a good second-quarter showing from Broadcom. Collectively, analysts tracking the stock are anticipating nearly 43% year-over-year growth in per-share earnings (to $1.57), on the back of a 19%-plus improvement in revenue to almost $15 billion for the period. Given its admirably wide range of next-generation offerings, I'd fully expect meaty growth, too. Should you invest $1,000 in Broadcom right now? Before you buy stock in Broadcom, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and Broadcom wasn't one of them. The 10 stocks that made the cut could produce monster returns in the coming years. Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you'd have $651,049!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you'd have $828,224!* Now, it's worth noting Stock Advisor 's total average return is979% — a market-crushing outperformance compared to171%for the S&P 500. Don't miss out on the latest top 10 list, available when you join Stock Advisor. See the 10 stocks » *Stock Advisor returns as of June 2, 2025 Eric Volkman has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Nvidia. The Motley Fool recommends Broadcom and Marvell Technology. The Motley Fool has a disclosure policy.
Daily Mail
29-05-2025
- Business
- Daily Mail
This is how YOU can profit from the AI revolution: ANNE ASHWORTH reveals everything investors need to know - and which companies experts are backing
Artificial intelligence (AI) is changing our lives in a 21st century industrial revolution powered by semiconductors. The companies that supply these vital products - which are used to make microchips - may have seemed like a danger zone for investors of late.
Malay Mail
27-05-2025
- Business
- Malay Mail
World's First Post-Quantum Cybersecurity ASICs: Slovak Pioneer Revolutionizes Defense Tech at DSEI Japan 2025
In a significant development, Decent Cybersecurity, with the support of the Slovak government, is exploring the opportunity to manufacture the world's first 2nm post-quantum ASIC microchips in Japan, potentially cooperating with Rapidus Corporation . This collaboration would represent a revolutionary advancement in quantum-resistant hardware security, combining Decent Cybersecurity's post-quantum cryptographic expertise with Rapidus's cutting-edge 2nm semiconductor manufacturing capabilities to create the world's first 2nm post-quantum cryptography ASICs (Application-Specific Integrated Circuits). The company's stand (H7-158) attracted significant attention, including a visit from the Slovak ambassador to Japan, H.E. Ivan Surkoš, demonstrating official support for the company's strategic expansion into East Asia: "The participation of Decent Cybersecurity company at the DSEI in Japan is a testament to Slovakia's dynamic innovation ecosystem and our commitment to excellence in digital security. As a leader in post-quantum cryptographic solutions, Decent Cybersecurity showcases the ingenuity and advanced capabilities of Slovak enterprises, reinforcing our nation's position at the forefront of technological progress. We are proud to support their efforts in shaping the future of cybersecurity and fostering international collaboration in this critical field." TOKYO, JAPAN - EQS Newswire - 27 May 2025 - Decent Cybersecurity, the only Slovak company with its own stand at DSEI Japan 2025, has successfully positioned itself for expansion into the Japanese and broader Asian markets with its cutting-edge post-quantum cryptography the prestigious defense exhibition held in Chiba from May 21-23, the company showcased three of its flagship post-quantum cryptography technologies: SpaceShield STM, DroneCrypt UTM, and the QuantumProof Protocol—all designed to address the growing threat quantum computing poses to traditional encryption Matej Michalko, CEO of Decent potential partnership aligns perfectly with Rapidus's mission to establish Japan as a leader in next-generation semiconductor manufacturing. With the Japanese government having allocated 802.5 billion yen (US$5.4 billion) in subsidies for Rapidus in fiscal year 2025, and the company's pilot line testing having begun on April 1, the timing for such a collaboration appears successful showing comes at a critical time, as Japanese Prime Minister Shigeru Ishiba emphasized in his keynote speech the importance of international technology cooperation for regional stated, highlighting the need for collaborative approaches to emerging threats—precisely the space where Decent Cybersecurity NATO, EU, and national security clearances at the "Secret" level, Decent Cybersecurity brings both innovation and trustworthiness to the table. The company's participation aligns perfectly with Japan's increasing focus on cybersecurity as part of its defense strategy, particularly as quantum computing advances threaten to render current encryption methods the only Slovak participant among 290+ exhibitors at an event hosting more than 8,000 attendees and 500 VIPs from 78 countries, Decent Cybersecurity has successfully planted its flag in the Indo-Pacific cybersecurity market, marking a significant milestone in its global expansion #DecentCybersecurity The issuer is solely responsible for the content of this announcement. About DSEI Japan DSEI Japan is the only large-scale, fully integrated defense event in Japan, sponsored by the DSEI Japan Executive Committee. With over 8,000 attendees from 78 countries, 500+ VIPs, and 290+ exhibiting companies, it serves as the premier platform for connecting global defense and security sectors with Japanese and Asian defense communities. About Decent Cybersecurity Decent Cybersecurity is a Slovak company specializing in post-quantum cryptography and blockchain security solutions. Founded in 2015 by Matej Michalko, it holds "Secret" level security clearances from NATO, the EU, and national authorities. The company operates internationally with offices across five European countries and is registered with both the European Space Agency and European Commission. Decent Cybersecurity is a founding member of the Critical Infrastructure Association of the Slovak Republic. About Embassy of the Slovak Republic in Tokyo The Embassy of the Slovak Republic in Tokyo, being an integral part of the Ministry of Foreign and European Affairs of the Slovak Republic, represents Slovak diplomatic interests in Japan and promotes bilateral relations between the two countries. It provides consular services to Slovak citizens and supports Slovak businesses seeking to enter the Japanese market. The Embassy actively facilitates economic diplomacy, particularly in innovative sectors including cybersecurity, helping Slovak companies establish valuable connections with Japanese stakeholders.
South China Morning Post
23-05-2025
- Business
- South China Morning Post
Why is China fighting so hard against the US' new chip ban – and will it work?
China's escalating protests against new US restrictions targeting Chinese-made microchips are a sign of Beijing's determination not to cede any more ground in its stand-off with Washington over a basket of tech and trade issues, analysts said. Advertisement The United States last week announced a global ban on the use of advanced artificial intelligence-powered chips made by Chinese companies – the latest in a string of export curbs targeting China's semiconductor industry. But unlike previous cases, where Beijing often reacted with relative restraint, Chinese authorities have threatened to punish any organisations or individuals who enforce Washington's new ban using an anti-sanctions law. The fact that Washington had announced the new policy while the two sides are midway through a 90-day truce in the trade war had 'obviously' not been well received by Beijing, and that may partly explain its strong reaction, analysts told the Post. The move also reflects China's growing confidence in its ability to go toe-to-toe with Washington over trade and technology issues, with Beijing likely aiming to force Washington to 'at least back down' over the chip rules, they added. Advertisement 'China's stronger retaliation post-Liberation Day may have been to prevent the 'give them an inch and they'll take a mile' style of development from continuing,' said Lynn Song, chief Greater China economist at investment bank ING, referring to the day US President Donald Trump launched his so-called 'reciprocal' tariffs, on April 2.
