DRAM super cycle, High-NA EUV ramp, margin gains, and valuation upside. It expects significantly lower China demand in 2026.

ASML (ASML) controls over 90% of the EUV lithography market with machines costing up to $400M each. The Trump administration is investing up to $150M in xLight to develop rival laser technology that ...

ASML on Wednesday warned of the possibility of no growth in 2026, even as it beat top and bottom line expectations for the second quarter. ASML's guidance for the current quarter missed expectations ...

ASML's unrivaled EUV monopoly is a technological marvel, secured by deep innovation and impossible-to-replicate precision—setting it apart as the GOAT of semiconductor manufacturing equipment.

Intel’s comeback in cutting edge manufacturing is no longer a vague roadmap, it now revolves around a single, spectacular machine: ASML’s latest High-Numerical Aperture Extreme Ultraviolet scanner. By ...

ASML has a monopoly on a critical technology used in semiconductor manufacturing. Next-generation AI chips depend on manufacturing processes that use ASML equipment. Nvidia's next-generation Rubin GPU ...

This company virtually has a monopoly on the machines needed to produce the most advanced chips in the world. Is it worth a look? Mark Twain once said, "When everyone is looking for gold, it's a good ...

ASML on Wednesday warned of the possibility of no growth in 2026, even as it beat top and bottom line expectations for the second quarter. Stream Connecticut News for free, 24/7, wherever you are.