ASML
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TSMC continues to rake it in from the 'multi-year AI megatrend,' making a record-breaking $16.35 billion in…
TSMC reported record-breaking revenue for August, totaling $16.35 billion USD, driven by robust demand for AI-related semiconductors. The company's CEO highlighted the ongoing AI megatrend as a key driver for leading-edge silicon needs. This surge continues a trend of consecutive record gains, with TSMC holding a dominant market share in semiconductor foundries.
Chinese memory makers have reportedly stocked up on enough western DUV machines for the next three years of expansion
Chinese memory manufacturers CXMT and YMTC have reportedly acquired enough DUV machines from ASML to support their expansion plans for the next three years. This comes despite efforts to promote domestic production and reduce reliance on foreign technology. While China is developing its own DUV machines, purchasing from ASML allows for immediate capacity increases.
Samsung and TSMC hope AMSL's new machines will help address the chip shortage
Samsung and TSMC are adopting new, larger chip photomasks from ASML, which are expected to improve manufacturing yields and reduce costs. This move is seen as a potential solution to the ongoing chip shortage.
Big chipmakers are already committed to using ASML's next-generation production technology by as soon as 2028
Major chipmakers like Samsung and TSMC are committing to ASML's next-generation High NA EUV lithography technology, with volume manufacturing expected by 2028 and 2030 respectively. This advanced technology, already in limited use by Intel and SK Hynix, promises faster production, higher yields, and more efficient chipmaking, driven by the significant demand from the AI industry.
Chinese company reportedly building its own DUV chipmaking machines, and that's a really big deal
A Chinese state-backed company is reportedly mass producing deep ultraviolet (DUV) lithography machines, a significant step towards domestic semiconductor production. These machines, still crucial for modern chip manufacturing, are expected to be delivered to companies like Semiconductor Manufacturing International Corp. and Hua Hong Semiconductor this year. While this development challenges ASML's dominance, the Chinese machines are said to lag in performance and reliability compared to current industry standards.
Morning Safety Dance
A government-funded study warns that the Dutch semiconductor sector faces a high risk of Chinese interference. This warning comes alongside a CISA vulnerability summary for the week of July 13, 2026, highlighting ongoing cybersecurity concerns.
The company that makes all the West's chipmaking machines says it's selling more than it expected thanks to 'very strong momentum in both DRAM and advanced logic'
ASML, a key supplier of semiconductor manufacturing equipment, has increased its annual guidance due to strong demand from both DRAM and advanced logic chipmakers. This surge is primarily driven by the AI boom, leading to significant investments in fab expansion and capacity increases for various chip nodes, including those for AI accelerators.
ASML semiconductor manufacturing supplier Q2 2026 earnings results beat EPS and revenue expectations
Semiconductor manufacturing supplier ASML reported its second quarter 2026 earnings, exceeding both EPS and revenue expectations. The company, which produces essential EUV lithography machines for advanced chip production, benefited from increased demand driven by the AI sector and data center spending. ASML also provided third-quarter guidance that surpassed Wall Street's projections.
The US is worried China could have a top-spec chipmaking machine despite export restrictions, but the machine maker ASML…
The US is reportedly concerned that ASML, the sole manufacturer of advanced chipmaking machines, may have supplied its top-tier EUV machines to China, despite export restrictions. ASML denies these claims, stating no EUV machines are in China, while US officials claim to have evidence to the contrary. The potential presence of such technology in China could significantly advance its chipmaking capabilities, narrowing the gap with Western companies.
Elon Musk speaks to ASML CEO and employees ahead of SpaceX IPO
Elon Musk, CEO of SpaceX, recently praised ASML, a key supplier of semiconductor manufacturing equipment, calling it "arguably the greatest company in Europe." This comes as SpaceX prepares for a record-setting $80 billion IPO and seeks to secure more chips for its operations. Musk's comments were made privately at ASML's annual technology conference.
Samsung is cashing in on the memory crisis, as it estimates profits of over 8 times this period last year
Samsung Electronics has released its first quarter 2026 earnings guidance, projecting consolidated sales of 133 trillion Korean won ($88.6 billion) and an operating profit of 57.2 trillion Korean won. This significant increase in profit, attributed to the ongoing memory crisis driven by AI demand, represents an over eight-fold increase compared to the first quarter of 2025. The company is also investing heavily in advanced manufacturing, including ordering EUV machines from ASML to boost production capacity for DRAM and HBM4.
How to make your very own semiconductor-class cleanroom in a wooden shed and build your own chips, well kinda
A DIY enthusiast has constructed a Class 100 semiconductor cleanroom within a backyard wooden shed using common materials and HEPA filters to maintain positive air pressure. While this setup achieves the necessary air purity for chip manufacturing, the article highlights the prohibitive cost and complexity of acquiring the actual chip-making tools, which run into billions of dollars, making home chip fabrication impractical.
