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03.12.24 - 16:02
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Applied Materials outlook unchanged after latest US crackdown on China chip exports (Reuters EN)
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Applied Materials outlook unchanged after latest US crackdown on China chip exports Dec 3 (Reuters) - Chip equipment maker Applied Materials AMAT.O said on Tuesday it was not changing its outlook for the first quarter in response to the U.S. government's latest restrictions on semiconductor exports to China. The decision was based on the company's "initial assessment of the impact" of the new regulations, it added....
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07.11.24 - 05:06
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ASML expects China revenue to drop to 20% in 2025 (Digitimes)
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The Trump administration first imposed export restrictions on semiconductor equipment to China in 2019, targeting ASML's EUV lithography machines. The Biden administration has since ramped up controls on ASML's mid-to-high-end lithography equipment exports. ASML recently reported new orders and a 2025 forecast that fell short of expectations, with the CFO forecasting that China's revenue contribution to ASML would drop to around 20% by 2025....
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