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ASML revenue guidance hiked amid semiconductor demand
ASML reported strong Q2 2026 financial results and raised its full-year revenue guidance for the second time this year, driven by high demand for advanced lithography equipment.
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Tag: #lithography17 results
ASML Q2 Revenue Surges; High NA EUV Reaches Milestone
ASML reported strong Q2 2026 results with a 21% revenue increase, driven by high demand for lithography equipment in logic and memory chip manufacturing. The company confirmed the successful integration of High NA EUV technology with Intel for 18A process nodes.
ASML Unveils Hyper-NA EUV for Sub-0.7nm Nodes
ASML has announced its technical roadmap for the next-generation Hyper-NA EUV lithography systems. This technology is designed to support semiconductor manufacturing beyond the 0.7nm node, addressing future AI compute scaling needs.
TSMC Unveils EUV-Bypassing Node
TSMC reveals its 'trump card' process node that bypasses top-tier EUV lithography machines. The advanced node strategically avoids a key light lithography tool. This move showcases TSMC's alternative path to cutting-edge chip production.
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TSMC Delays High-NA EUV to 2029
TSMC pauses procurement of costly ASML High-NA EUV until 2029 A13 node, optimizing existing EUV instead to protect profits. Decision pressures ASML stock but affirms TSMC's cost control amid AI demand uncertainty.
ASML Ramps EUV Production to 60+ for AI Chips
ASML is rapidly expanding EUV lithography production to meet surging AI chip demand. The company expects to deliver at least 60 EUV systems this year, up 36% from 2025 sales levels. Future annual capacity will increase to at least 80 units.
China Chip Leaders Push for Domestic ASML
China’s top semiconductor executives, including SMIC co-founder and leaders from Empyrean and Yangtze Memory, urge a national drive to build a domestic ASML amid US sanctions. They criticize the industry as small, fragmented, and weak, wasting public resources. The call is to abandon illusions and prepare for long-term struggle.
CFMEE Targets US$410 Million in Hong Kong IPO
Chinese lithography and IC manufacturer CFMEE is launching a Hong Kong IPO to raise up to US$410 million. The move aims to bolster China's semiconductor self-sufficiency amid ongoing US trade sanctions.
ASML CEO: No Rivals Threatening Us
ASML's new CEO Christophe Fouquet, appointed in 2024 after over a decade at the company, expressed confidence in an interview. Speaking ahead of the Milken Institute Global Conference, he dismissed concerns about rivals. Fouquet appeared relaxed even when discussing competition.
DRAM Giants Hoard Litho Machines in Fear
DRAM market leaders are aggressively stockpiling lithography machines amid deep anxieties. This behavior hides concerns in the storage sector. Implications point to potential supply disruptions in chip manufacturing.