Focus on ASML
Originally known as Advanced Semiconductor Materials Lithography, ASML is an innovation leader in the global semiconductor industry. It makes machines that chipmakers use to mass produce microchips. Founded in 1984 in the Netherlands with just a handful of employees, it has grown to over 40,000 employees, 143 nationalities and more than 60 locations around the world, providing chipmakers with hardware, software and services to mass produce patterns on silicon through lithography. (Source: ASML LinkedIn profile.)
Applied Materials forecasts quarterly revenue below estimates on weak demand
Applied Materials projects Q1 revenue below forecasts amid weak demand outside AI chips, export curbs, and competitive pressures.
ASML expects growth in 2026, US-China row to continue, CEO says
ASML's CEO expects growth in 2026 despite U.S. export pressure on China, as 2025 faces slower sales outside of AI chips.
Europe’s largest tech firm ASML needs licence to service some equipment in China: Dutch govt
The Dutch government clarified that ASML needs a license for servicing chipmaking tools sold to China, expanding restrictions to more machines.
Applied Materials forecasts quarterly revenue above estimates on AI-driven demand
Applied Materials forecast fourth-quarter revenue above Wall Street estimates on Thursday, anticipating a surge in AI-fueled demand for its chip-making equipment.
