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09.09.26 - 01:36
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Chinese Chipmakers Buy 3-Year Sanctions Buffer As Huawei Spearheads Domestic Juggernaut (ZeroHedge)
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Chinese Chipmakers Buy 3-Year Sanctions Buffer As Huawei Spearheads Domestic Juggernaut
Right now, Chinese open-weight AI models are on the cusp of dominating closed-weight US frontier models in both price and performance. All ten of the top open-weight models on Artificial Analysis's spring Intelligence Index came from China-based labs, and the best sat just six points behind the leading closed model; Chinese models also passed American ones in token share on OpenRouter in early June. All of this - despite asymmetrical lack of access to bleeding-edge hardware vs. their US competition, which Washington has been engineering since October 2022.
ASML Twinscan XT:260 lithography scanner,
The first round of export controls went after Nvidia's best AI chips and the tools that make advanced chips; later rounds added high-bandwidth memory and more of the chip-printing machines made by ASML, the Dutch company with a near-monopoly on them. This year the White House loosened on chips, licensing H200 s...
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08.09.26 - 13:54
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Oil Rally Fuels Inflation Fears; Canada′s US Tariffs Kick In (Bloomberg)
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US equity futures waver and global stocks slide as brent crude inches closer to $100 a barrel, adding to inflation concerns. Saudi Arabia halts some energy operations after attacks. Canada's retaliatory levies of up to 50% on US goods take effect. ASML wins TSMC and Samsung's commitment to use its latest chip production gear. Marija Veitmane of State Street joins "Bloomberg Brief" to discuss market risks ahead of the CPI report later in the week. (Source: Bloomberg)...
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08.09.26 - 12:01
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Samsung und TSMC setzen auf ASML (Ariva)
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ASML erhält Zusagen von Samsung und TSMC für neue Chipfertigungsanlagen. Die Aktie reagiert mit deutlichen Kursgewinnen. ASML sichert sich wichtige Zusagen für seine neueste Generation von Chipmaschinen. Samsung und TSMC wollen künftig auf die Technologie des Konzerns setzen, während Intel die Systeme bereits in der Fertigung nutzt. Samsung und TSMC geben grünes Licht Samsung plant nach Angaben ......
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08.09.26 - 10:36
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ASML-Aktie: So viel ist Partner Mistral jetzt wert (Der Aktionaer)
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Der französische KI-Pionier Mistral AI hat seine Bewertung innerhalb eines Jahres nahezu verdoppelt. In der jüngsten Series-D-Finanzierungsrunde sammelte das Unternehmen drei Milliarden Euro ein und wird nun mit mehr als 21 Milliarden Euro bewertet. Davon profitiert auch der niederländische Konzern AMSL....
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