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#asml

Stories tagged asml from The ColdAI Times.

5 stories

ASML office building with company logo in Veldhoven, the Netherlands (file photo, 2008)
Technology

ASML Posts Record €11.7 Billion Quarter and Says Chip-Tool Supply Will Fall Short Through 2028

The Dutch lithography monopolist guided fourth-quarter sales to €14.2–15.2 billion and said planned 2027–2028 capacity will not meet demand, with customers already asking about 2029 and 2030.

·5 min read
Advanced semiconductor wafer manufacturing facility with automated equipment and clean room environment
Technology

Semiconductor Industry Fragments as AI Demand Exposes Geographic and Technological Fault Lines

TSMC's record profits contrast sharply with ASML's China troubles and European upstart funding hunts, revealing an industry in flux.

· min read
Advanced semiconductor wafer fabrication facility with robotic manufacturing equipment and silicon wafers
Technology

AI Chip Demand Reshapes Semiconductor Landscape as TSMC Surges While Europe Courts Funding

Record profits at TSMC and aggressive capacity expansion highlight widening competitive gap as European startups scramble for investment despite geopolitical tailwinds.

· min read
Advanced semiconductor wafer with nanometer-scale chip patterns under clean room lighting
Technology

Semiconductor Bifurcation Accelerates as AI Demand Creates Winners and Geopolitical Losers

TSMC and Samsung expand production amid record AI chip demand while ASML faces China restrictions, revealing industry's growing split.

· min read
Macro photograph of a silicon wafer representing leading-edge semiconductor manufacturing concentration.
Technology

Semiconductor capex consolidation is creating systemic concentration risk

Three companies now account for substantially all leading-edge logic capacity. The geopolitical and operational implications are larger than the headline numbers suggest.

· min read