CHIP PRINTING TOOLS
ASML will be unable to meet AI-driven customer demand in 2027, 2028
The biggest maker of equipment needed to manufacture computer chips forecast sales for the fourth quarter of 2026 of €14.2 billion to €15.2 billion ($15.9 billion to $17.0 billion), above analyst expectations, with a gross margin of around 57%.
Global Market: European shares rise as ASML rally lifts tech stocks; investors eye US CPI
European shares increased modestly as the pan-European STOXX 600 index recovered from previous losses. ASML's strong demand led technology stocks to gain, while concerns about geopolitical risks remained. Oil prices rose following attacks on vessels in the Strait of Hormuz, which limited gains in equities. The market also awaits US consumer price index data that could impact interest-rate projections.
ASML, Zeiss say next-generation chipmaking technology may be ready in 10 years
A successor to ASML's most advanced chipmaking machine could be ready in about 10 years, engineers for the company and its optics partner Carl Zeiss said in a peer-reviewed paper.
ET Prime Special Series: Multibagger or IBC - Part 78: A tech company hiding inside an auto-parts maker. But with a weak spot
This is one of the most exciting businesses in the sector: A technology company disguised as an auto-parts maker, growing fast, earning exceptional returns, and generating real cash. It is also one of the most concentrated. A single buyer accounts for roughly three-quarters of its sales, and a single type of component for roughly three-quarters of its material costs. The upside is obvious. The fragility is the part investors have to weigh.
ASML extends chipmaking dominance as customers embrace High NA
Its existing $200 million EUV machines, essential for making advanced AI chips, are all but sold out through 2027, while customers have made a flurry of commitments to adopt its next generation of $400 million High NA tools.
Anyone can make a robot at home? Hyderabad father builds robotic arm for son with just YouTube and AI. Here's how he did it
A Hyderabad-based father has gone viral after sharing how he and his son built a voice-controlled robotic arm for a school tech fair using YouTube, Anthropic's Claude AI and locally sourced electronic components. His post highlighted how AI helped with designing, coding and troubleshooting, turning the project into a hands-on learning experience that won praise across social media.
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China is throwing a 1-2-3 punch at the global AI trade
In quick succession, China has thrown a powerful 1-2-3 punch at the global AI trade. On July 16, Beijing-based startup Moonshot AI released the Kimi K3 model with performance that rivals top-tier offerings from OpenAI and Anthropic.
Explained: The $400 million ASML 'printers' key for the AI chip boom
Advances in AI and a global buildout of data centres have led chipmakers to expand capacity rapidly. ASML supplies tools to TSMC, which makes chips for Nvidia, as well as to memory chip makers like SK Hynix, Samsung and Micron.
China's chip tool push shows ASML caught in US-China squeeze
On the one hand, US controls on exports of high-tech goods to China are threatening to reduce access to a major market; and on the other, Beijing's push for technological independence in areas such as chip production raises the possibility of a China-based competitor.
Advanced chipmaking tool arrives at New York state innovation hub
A significant chipmaking tool from ASML has arrived in New York. This advanced equipment will drive research into future chip designs and manufacturing. The Albany NanoTech Complex is North America's sole facility of its kind. This transformative technology development places the US at the forefront of innovation. The tool is expected to be fully operational by the year's end.
ASML to offer employees €20,000 retention bonus for staying in 2027-2030
The company confirmed the plan, first reported in Eindhovens Dagblad, on Monday in an emailed statement.
Could AI chip boom make ASML Europe's first trillion-dollar firm?
After blowout second quarter earnings, investors and analysts are asking a once far-fetched question: could ASML become Europe's first ever trillion-dollar firm?
Cadence rolls out AI agent to speed circuit board, chip packaging design
The tool, called AuraStack, lets engineers describe their goals in plain language, then plans and carries out the work using Cadence's existing software tools to lay out and virtually test circuit designs. Cadence said Nvidia chips will accelerate the AI work.
Intel turns to next-generation ASML tool to help make its laptop chips
Following experiments that began in 2024, Intel has begun to use ASML's next-generation high numerical aperture (High NA) extreme ultraviolet (EUV) machines, which print circuit patterns on to microchips, to help produce a portion of its Panther Lake processors, ASML said.
Chinese tech manufacturers rush to list in Hong Kong, seeking nearly $6 billion
The biggest of the five offerings is Shenzhen-listed Apple supplier Luxshare Precision Industry, looking to raise up to HK$24.27 billion ($3.15 billion) after contemplating a Hong Kong listing for more than a year.
Energy use forcing rethink of AI chip design, TSMC says
AI's massive electricity needs are now driving chip development. Energy efficiency is becoming more critical than raw computing power. TSMC, a leading chipmaker, sees customers prioritizing performance gains that use less power. This shift impacts smartphones to AI data centers. New technologies like advanced packaging and chip stacking are key. TSMC aims for significant power reduction in upcoming chip generations.
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 meet these needs.
Microsoft-backed Lace raises $40 million for advanced chipmaking equipment tech
Lace, a Norwegian chipmaking startup, secured $40 million for its helium atom beam lithography. This technology promises chip designs ten times smaller than current capabilities. It could enable unprecedented advancements in AI processors. Lace aims for a pilot test tool by 2029. This innovation could revolutionize semiconductor manufacturing.
Belgium's imec secures rare ASML High NA EUV tool to drive next-generation chips
Belgian chip research lab imec has acquired a state-of-the-art ASML High NA EUV lithography machine. This advanced tool will be central to imec's new pilot line. Companies like Intel and SK Hynix plan to use similar machines for new AI chips by 2027. This acquisition strengthens Europe's role in global semiconductor manufacturing.
ASML plots future of chipmaking tools for AI beyond EUV
ASML Holding has ambitious plans to expand its line of chipmaking equipment into several new products to capture more of the rapidly growing market for artificial intelligence chips.
TSMC fabricated seven chips, including 12nm under DLI
Seven chip designs made by startups under the design-linked incentive (DLI) scheme for semiconductors have been successfully fabricated, including advanced nodes such as 12 nanometres (nm) by global majors like Taiwan Semiconductor Manufacturing Co, the government told the Lok Sabha Wednesday.
Trump administration to inject up to $150 million into XLight: Report
The newspaper said the Trump administration will inject up to $150 million into the company.
Govt earmarks Rs 4,500 crore to upgrade state-run chip facility SCL: Ashwini Vaishnaw
The investment in SCL is part of Rs 76,000 crore India Semiconductor Mission fund. SCL has already floated a tender to select vendors for the plant's modernisation. The minister at the event handed over 28 chips to various institutions and startups that designed it which were fabricated and packaged by SCL in 180 nanometer node.
US lawmakers target Chinese chipmaking equipment imports by CHIPS Act grant recipients
American lawmakers are pushing a new bill. It aims to stop companies receiving CHIPS Act funds from buying Chinese chipmaking tools. This ban would last for a decade. The legislation targets equipment from China and other nations of concern. Exceptions exist for tools not available elsewhere. This move seeks to bolster domestic chip manufacturing and address national security concerns.
US startup Substrate announces chipmaking tool that it says will rival ASML
U.S. startup Substrate claims to have developed a chipmaking tool that can rival ASML's advanced lithography equipment. This innovation is the first step in their plan to establish a U.S.-based contract chip-manufacturing business, aiming to significantly reduce chipmaking costs and compete with TSMC. The company has secured $100 million in funding and attracted interest from government officials.
CDAC to tape out local chiplet tech demonstrator by Q1 FY27
The Centre for Development of Advanced Computing (C-DAC) will unveil a technology demonstrator of an indigenous chiplet by the first quarter of 2026-27, marking a critical milestone in India’s high-performance computing and semiconductor roadmap, said SD Sudarsan, executive director of C-DAC, Bengaluru.
From rocket engines to toys: How 3D printing is powering India’s next industrial leap
Once constrained by cost factors, the 3D printing industry is now taking shape in India, with its applications growing from prototypes to end products. AI is helping further, accelerating its adoption.
Dell looks to phase out Chinese chips by 2024
The computer maker told suppliers late last year that it aims to meaningfully lower the amount of China-made chips it uses, including those produced at facilities owned by non-Chinese chipmakers
Joe Biden's curbs on chips to China part of broader effort
The US notice to chipmakers could cripple Chinese firms' ability to carry out advanced work like image recognition and hamper Nvidia's business in the country.
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