Tag: ASML Holding NV
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BofA thinks ASML isn’t under threat from China, and that investors are overreacting
The bank said replacing the Dutch company’s presence in China is a high hurdle.
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China’s reported chip breakthrough comes with some big caveats
China is reportedly producing a key chip tool in a market dominated by ASML. But analysts questioned China’s ability to compete with the Dutch giant.
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U.S.-China AI feud sees ASML walk tightrope between sales and geopolitics
ASML is set to make around a fifth of its 2026 net sales from China, but geopolitical headwinds present a delicate situation.
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Xi pitches China as AI partner to developing world, warns against risks and security overreach
China will provide developing countries with 5,000 opportunities in AI training and seminar programs, as well as develop AI cooperation with various blocs.
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Early chip earnings reporters showing how high the bar really is
Wall Street will have to buckle up this earnings season, based on the early reports tied to the artificial intelligence trade.
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CNBC Daily Open: A Messi end for England
England’s semi-final loss will sting for fans but won’t hurt markets, where the volatility is still centered around the chip space.
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SK Hynix shares plunge 11% as Asia sees tech rout, tracking U.S. chip losses
Asian semiconductor stocks tumbled on Thursday as a selloff in U.S. chipmakers spilled into the region.
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We’re buying more of Jim Cramer’s favorite chip stock for the second time this week
We also added to our position on Monday.
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CNBC Daily Open: A chip off the AI block
With the chip sector at the center of market volatility, ASML raises guidance, IBM massively disappoints and SK Hynix regains some confidence.
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ASML hikes sales forecast for second time this year on strong AI chip demand
ASML on Wednesday raised its guidance for a second time this year as its customers continue to ramp up their production capacity of AI chips.
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