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10.10.25 - 09:54
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SEMICON West 2025: Chip leaders urge policy stability to counter China (Digitimes)
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At the geopolitics forum of SEMICON West 2025, corporate government affairs executives from Arm Holdings, ASML, Entegris, Intel, and Lam Research all presented policy recommendations in relation to US strategies to compete with China. All attendees unanimously agreed that policy consistency and continuity are the most urgent areas for improvement....
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09.10.25 - 19:48
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Lithografie-Systeme: US-Ausschuss will strengere Regeln für China (Heise)
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Die USA werben für eine Verschärfung der Exportbeschränkungen gegen China. Das Land hänge maßgeblich von ASML & Co. ab... --- Der US-Ausschuss lamentiert jetzt, dass China seine Halbleiterindustrie trotz Sanktionen erheblich weiter ausbaut. Als Beispiel führt er 7-Nanometer-Chips an, die der chinesische Chipauftragsfertiger SMIC für Huawei mit Mehrfachbelichtungen herstellt...
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09.10.25 - 15:36
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Why Lam Research Rallied in September (Fool)
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Lam didn't report much new news, but the stock rallied as its customers, as well as its customers' customers, gave highly bullish forecasts for AI spending....
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08.10.25 - 14:00
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Chip Equipment Makers Slide After U.S. House Panel′s Explosive Report Reveals Allied Firms Bolstered China′s Chip Industry (ZeroHedge)
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Chip Equipment Makers Slide After U.S. House Panel's Explosive Report Reveals Allied Firms Bolstered China's Chip Industry
ASML Holding NV shares tumbled in Europe after a months-long bipartisan investigation by the U.S. House Select Committee on the Chinese Communist Party (CCP), led by Chairman John Moolenaar (R-MI) and Ranking Member Raja Krishnamoorthi (D-IL), published new findings on Tuesday afternoon showing that American, Dutch, and Japanese semiconductor equipment firms have bolstered China's chipmaking capacity, including through sales to Chinese state-owned and military-linked entities.
ASML and other semiconductor equipment makers, including Tokyo Electron Ltd, Applied Materials Inc., KLA Corp., and Lam Research Corp, "made sizeable returns selling equipment to Chinese state-owned and military-linked companies," according to the Select Committee on China.
The CCP is using technology developed by the US and its western allies to build the chips that power its milit...
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07.10.25 - 17:36
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Membrion Secures $20 Million to Lead the Future of Industrial Water Circularity (Business Wire)
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Series B1 round anchored by Pangaea Ventures, PureTerra Ventures, Ecolab Inc., and W. L. Gore & Associates fuels expansion of sustainable wastewater treatment at commercial scaleSEATTLE--(BUSINESS WIRE)--Ceramic desalination membrane innovator, Membrion announced the completion of its $20 million Series B1 funding round, anchored by Pangaea Ventures, PureTerra Ventures, Ecolab Inc., and W. L. Gore & Associates. They are joined by The Lewis Family Office and existing investors Safar Partners, Lam Research, Indico Ventures, Giantleap Capital, and others.
The new round brings total funding for Membrion to $43 million since its inception, fueling rapid growth as it transforms industrial wastewater into a reusable resource.
“I'm thrilled to welcome a group of new investors who share our conviction that water circularity and resource reclamation are essential to building a better world,” said Greg Newbloom, founder and chief executive officer of Membrion. “Their commitment accelerates our momentum as we ...
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