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MYSTERIOUS: Asml - You Need To See This

SpaceX Has Real Value—But These 3 Stocks Have Better Odds Right Now

Altimetry Research values SpaceX at $1.3 to $1.5 trillion and sees balanced risk, while favoring ASML, Northrop Grumman, and GE Vernova as cleaner plays on AI and space infrastructure.

MarketBeat

One memory to rule them all? Key partner to Nvidia, ASML and TSMC brings next-gen RAM and NAND replacements even closer

IMEC has demonstrated two advances in ferroelectric memory research that could make next-generation memory possible.

TechRadar

ASML’s Chip Dominance Runs Into New Silicon Boundaries

ASML stock fell as China export-control risks grew, but AI chip demand, Western fab spending and EUV dominance still support its long-term case.

MarketBeat

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Dear ASML Stock Fans, Mark Your Calendars for July 15

ASML is back on Wall Street's radar as rising targets and strong demand expectations put July's earnings report in focus.

Barchart

A Global Rout in Tech Stocks Is at the Epicenter of a U.S. Selloff. What to Watch Next.

Barchart’s senior market strategist explains what’s going on at market open and what catalysts investors should be watching next amid an ugly selloff.

Barchart

Rare ASML Special Edition Monopoly board unearthed in social media trade — enthusiast swaps 2007 employee gift for High-NA EUV Lego kit

We just witnessed a significant semiconductor industry related non-cash trade deal take place on Twitter/X.

Tom’s Hardware

The US is worried China could have a top-spec chipmaking machine despite export restrictions, but the machine maker ASML denies it

All I know is you can't hide a 150+ ton EUV machine in MY house.

PC Gamer

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ASML denies US government report that its EUV chipmaking tool was shipped to China — says 'rumors' are 'inaccurate and damaging to our reputation'

U.S. Commerce Secretary Lutnick expresses concerns in a conversation with ASML executives that China has an EUV lithography system as ASML denies shipping such scanners to the PRC.

Tom’s Hardware

US tells ASML it's concerned one of its chipmaking tools may be in China: report

ASML has pushed back against those concerns, noting that EUV, or extreme ultraviolet, lithography tools used to print tiny chip circuits are made in small ⁠quantities and ‌require constant upkeep from ASML employees, according to the report.

The Economic Times

Aehr Test Systems (AEHR) Stock Spikes on New Production Order

AEHR stock rallies as management announces a new production order. Here’s how you should play Aehr shares at current levels.

Barchart

Inside Europe's most innovative companies 2026

From semiconductors powering the AI boom to 360-year-old manufacturers adapting to the green economy,  here are the organizations driving the European economy forward.

Fortune

Elon Musk Needs ASML for Terafab. You Don’t Need ASML Stock in Your Portfolio.

Elon Musk’s Terafab ambitions highlight ASML’s critical role in advanced chip manufacturing, but investors must decide whether the company’s strong AI-driven growth prospects still justify its elevated valuation.

Barchart

Disgruntled ASML employees threaten to boycott Elon Musk conference appearance — staff express ire at political involvement and 'Nazi sympathies'

ASML has confirmed that a group of disgruntled workers is pushing back hard against an invitation for Elon Musk to address the equipment maker’s closed annual tech conference.

Tom’s Hardware

ASML becomes Europe's most valuable company ever as analysts bet on higher EUV output — its market cap hit $674 billion this week

ASML closed Wednesday, June 3rd, as the most valuable company in European history, reaching a market cap of $668 billion.

Tom’s Hardware

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Barchart

ASML Stock Is Hot, But Please Don’t Go Too Overweight on Chip Stocks

ASML Holdings (ASML) is a global leader in advanced semiconductor manufacturing systems, recently reaching an all-time high of $1,743.27. ASML demonstrates robust technical momentum. Shares are up 133% over the past 52 weeks. Despite strong performance, some analysts consider ASML overvalued and suggest diversification via ETFs like the iShares Semiconductor...

Tom’s Hardware

Nikon weaponizes lower prices to break ASML's lithography monopoly — tech giant leverages in-house manufacturing to slash prices to lure back American chipmakers

Nikon will try to claw back lithography customers by selling argon fluoride (ArF) tools for less than the market leader, ASML.

Barchart

Micron Isn’t Nvidia. It’s Time to Take Your Foot Off the Gas with MU Stock.

Investors pricing in a decade of dominance for Micron are falling into a dangerous trap by ignoring the physical realities of the semiconductor market. The company is selling standardized hardware, and once competitors scale their own production using the exact same ASML technology, pricing power will collapse.

The Economic Times

French AI firm Mistral announces deals with BMW, Airbus

French AI company Mistral is forging new alliances with automotive giant BMW and aerospace leader Airbus. These collaborations aim to expand Mistral's reach into defense and industrial sectors. The company is also strengthening ties with chip equipment maker ASML. Mistral is building its own computing infrastructure to compete with global…

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Barchart

Billionaire Philippe Laffont Is Betting Big on ASML Stock as UBS Declares It the ‘Top Chip Stock’ in Europe

Laffont shows high hopes that the next big AI winner could be ASML, the company powering the world’s most advanced chip production, while UBS remains bullish.

The Economic Times

Tata Electronics plans to start chip packaging at upcoming Assam unit

While the Tata Group company has already initiated small-scale shipments from its first commercial OSAT facility in Vemagal, Karnataka, the strategic pivot to the greenfield high-volume manufacturing unit in Jagiroad, Assam is aimed at building trust among global clients about the company’s capabilities while ensuring immediate scalability to meet surging…

The Economic Times

Exports in high growth trajectory during May: Piyush Goyal

India's exports are growing strongly in May, continuing April's pace. Foreign direct investment has reached an all-time high. The nation is seen as a preferred investment destination. The government is supporting farmers and introducing economic growth initiatives. A significant achievement is the upcoming semiconductor plant in Gujarat.

Barchart

Why UBS Says ASML Is the Best Bet Among European Chip Stocks

UBS analysts think ASML is the best semiconductor pick in Europe for several reasons.

Tom’s Hardware

ASML CEO says Elon Musk is 'very serious' about TeraFab chipmaking megaproject, confirms direct talks — Musk targets $119 billion Texas semiconductor facility

ASML CEO Christophe Fouquet said on Wednesday that he has spoken directly with Elon Musk about the TeraFab semiconductor project.

The Economic Times

ASML CEO sees tight supply in booming chip market as AI demand soars

The global chip market faces a prolonged period of tight supply. Demand from artificial intelligence, satellites, and robots is surging. ASML's CEO states this will create a supply-limited market for some time. New technologies and massive projects like Elon Musk's TeraFab will drive this demand. Chipmakers are increasing production to…

Tom’s Hardware

Intel kicks off development on next-decade 10A and 7A process technologies — 14A node remains on track for critical October PDK release

Intel says its 14A process technology is on track for high-volume manufacturing in 2029, 10A and 7A to follow in the 2030s.

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