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22.07.26 - 02:48
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′Two companies, one business′: how Zeiss and ASML are riding the AI boom to dominate EUV (Digitimes)
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Zeiss, the exclusive supplier of ASML's extreme ultraviolet (EUV) optical systems, says the two companies operate as though they were one business. The comment comes as ASML's results for the second quarter of 2026 beat expectations, with the lithography equipment maker lifting its full-year outlook again. Zeiss Semiconductor Manufacturing Technology (SMT) President and CEO Frank Rohmund said the strong ASML report is good news for Zeiss as well, underscoring a partnership that has become deeply intertwined....
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21.07.26 - 06:18
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China′s EUV gap keeps semiconductor catch-up in check (Digitimes)
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As the US continues to tighten export controls on advanced semiconductor equipment to China, questions are mounting over whether China can narrow the gap with leading-edge manufacturing through mature nodes and advanced packaging. German manufacturer Zeiss said advanced packaging can improve overall chip performance, but it cannot fully replace the process advantages delivered by extreme ultraviolet (EUV) lithography....
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21.07.26 - 05:48
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AI reshapes semiconductor growth curve; Zeiss eyes US$2.5 trillion market (Digitimes)
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Generative AI, high-performance computing (HPC), and large AI models are rapidly reshaping the global semiconductor industry's growth curve. Thomas Stammler, chief technology officer of Semiconductor Manufacturing Technology (SMT) at Zeiss, said the market is now being discussed not as a US$1 trillion milestone in 2030, but as one that could reach US$2 trillion or even approach US$2.5 trillion, ushering in a new growth cycle for the industry....
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17.07.26 - 08:27
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Carl Zeiss Meditec Underweight (DPA-AFX)
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NEW YORK (dpa-AFX Analyser) - Die US-Bank JPMorgan hat die Einstufung für Carl Zeiss Meditec vor Zahlen zum dritten Geschäftsquartal auf "Underweight" mit einem Kursziel von 21,70 Euro belassen. Das China-Geschäft dürfte erneut auf den Umsatz des Medizintechnik-Unternehmens ......
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14.07.26 - 11:42
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Carl Zeiss Meditec Hold (DPA-AFX)
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FRANKFURT (dpa-AFX Analyser) - Deutsche Bank Research hat das Kursziel für Carl Zeiss Meditec von 30 auf 28 Euro gesenkt und die Einstufung auf "Hold" belassen. In einem am Dienstag vorliegenden Ausblick auf die Zahlen zum dritten Geschäftsquartal schrieb ......
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07.07.26 - 08:36
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Carl Zeiss Meditec Market-Perform (DPA-AFX)
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NEW YORK (dpa-AFX Analyser) - Das US-Analysehaus Bernstein Research hat Carl Zeiss Meditec mit einem Kursziel von 26,10 Euro auf "Market-Perform" belassen. Dies schrieb Analystin Susannah Ludwig am Montag nach einem Gespräch mit dem Medizintechnikkonzern ......
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