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1.
Jensen Huang thinks China will develop its own advanced lithography chipmaking tools by 2030 — Nvidia CEO says achievement of that capability 'is just a matter of time' (tomshardware.com)
2.
Can Europe recharge its battery industry? (feeds.bbci.co.uk)
3.
TSMC, Samsung, and Intel shore up support with ASML to deploy larger High-NA EUV photomasks — 6×12-inch photomask transition may take years despite unified effort (tomshardware.com)
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ASML targets 2033 for High-NA EUV with larger masks, promising a 40% productivity gain (techspot.com)
5.
Top chipmakers embrace ASML’s $400M machines, agree to crucial chipmaking change (arstechnica.com)
6.
Jim Cramer calls this chipmaker one of his top 6 stocks to buy now (cnbc.com)
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Samsung and TSMC hope AMSL's new machines will help address the chip shortage (engadget.com)
8.
TSMC, Samsung commit to ASML’s newest chipmaking tools as AI drives demand (cnbc.com)
9.
Intel surpasses one million High-NA EUV wafers processed, outpaces the rest of the industry combined — company also trailblazing giant 6×12 photomasks to speed production and lower costs (tomshardware.com)
10.
Mistral AI Exceeds $24 Billion Valuation After Samsung-Led Investment Round (feeds.content.dowjones.io)
11.
Which of these companies once owned meaningful chunks of TSMC, ASML, and NXP – and today owns none of them? (techspot.com)
12.
Immersion lithography saved Moore's Law (2023) (news.ycombinator.com)
13.
Chinese chipmaking tool roadmaps examined — Beijing's nascent lithography tools target DUV production at five machines a year, and an EUV prototype with no chips (tomshardware.com)
14.
China’s reported chip breakthrough comes with some big caveats (cnbc.com)
15.
Zeiss expands German site that caps ASML's EUV scanner output — first new building opens four years after Oberkochen site groundbreaking (tomshardware.com)
16.
This Former Intel CEO Wants to Jumpstart Moore’s Law With Light (wired.com)
17.
Dutch chip sector at very high risk of Chinese interference, government-funded study warns — calls for stricter vetting at sites like ASML (tomshardware.com)
18.
Intel Starts Shipping High-NA EUV Silicon (news.ycombinator.com)
19.
ASML's planned Low-NA EUV machine price hikes reportedly frustrate TSMC — lithography machine maker comes knocking to make bank on TSMC's profitable fabs, potentially costing the Taiwanese chipmaker billions (tomshardware.com)
20.
U.S.-China AI feud sees ASML walk tightrope between sales and geopolitics (cnbc.com)
21.
ASML looks to increase prices of its Low-NA EUV tools beyond existing productivity-based model — company wants to capture the value of all the advantages its tools offer, not just wafer throughput improvements (tomshardware.com)
22.
ASML shares fall after hiking sales forecast for second time this year on strong AI chip demand (cnbc.com)
23.
Intel becomes the first company to ship high-volume logic chips made with ASML's High NA EUV — select Panther Lake layers on 18A are now dual-qualified for 0.55 NA scanners (tomshardware.com)
24.
ASML rises 3% after hiking sales forecast for second time this year on strong AI chip demand (cnbc.com)
25.
ASML jumps over 7% after hiking sales forecast for second time this year on strong AI chip demand (cnbc.com)
26.
Micron falls 5% as tech stocks struggle (cnbc.com)
27.
Micron falls 6% in premarket, paring earlier gains amid tech rout (cnbc.com)
28.
Micron falls 5% in premarket, paring earlier gains amid tech rout (cnbc.com)
29.
Europe is pushing back on Washington’s chip war (techcrunch.com)
30.
US Secures Netherlands for Pax Silica Alliance in key win for strategic chip alliance — tension remains over MATCH Act restrictions (tomshardware.com)
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