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02.05.26 - 03:18
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China′s Semiconductor Equipment Companies Gain Share Despite U.S. Sanctions (24/7 Wall St.)
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Global WFE Market Share and Competitive Positioning Chinese semiconductor equipment vendors continue to gain share within the global WFE market, although the absolute level remains modest. Global leaders such as Applied Materials (AMAT), Lam Research (LRCX), KLA (KLAC), ASML (ASML), Tokyo Electron (TOELY), and Screen still dominate the market, particularly in leading-edge logic and memory. ... China's Semiconductor Equipment Companies Gain Share Despite U.S. Sanctions...
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29.04.26 - 09:33
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ASML: TSMC-Rückzieher kein Beinbruch (Der Aktionaer)
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ASML ist mit überraschend viel Schwung in das neue Jahr gestartet und erzielte Umsatzrekorde bei Maschinen für Speicherchips sowie im Servicegeschäft. Der Anlagenbauer für die Halbleiterbranche profitiert weiterhin von steigenden Investitionen in das Thema KI....
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27.04.26 - 18:15
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ASML-Aktie: Wie geht es jetzt weiter? (Sharedeals)
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Die Aktie der ASML Holding zählt zu den zentralen Titeln im globalen Halbleitersektor. Die jüngsten Quartalszahlen zeigen erneut, wie stark der niederländische Ausrüster vom boomenden Markt für KI-Chips profitiert und welche Rolle seine Technologie in der Lieferkette moderner Rechenzentren spielt. KI-Chipboom treibt Halbleiterausrüster an Zu Beginn des Monats meldete Taiwan Semiconductor Manufacturing Company bessere Ergebnisse […]
The post ASML-Aktie: Wie geht es jetzt weiter? first appeared on sharedeals.de....
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27.04.26 - 05:06
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TSMC refuses ASML′s expensive High-NA EUV equipment, explained (Digitimes)
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ASML has launched its 0.55 High Numerical Aperture Extreme Ultraviolet (High-NA EUV) in an effort to extend Moore's Law. The market had originally expected TSMC to adopt it first, but the company has held back. TSMC Senior Vice President of Global Business Kevin Zhang stated at the North America Technology Symposium that there are currently no plans to introduce High-NA EUV before 2029, mainly because "it's too expensive!" This decision also reflects how TSMC is shifting competition focus from equipment to process integration and cost efficiency....
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