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According to CEO Christian Weedbrook, it is the “most important” technical challenge for Xanadu’s photon-based quantum computing architecture.

Intel raised enterprise CPU prices 10% and confirmed with ASML that its foundry has processed over one million wafers using High-NA EUV equipment, sending shares up nearly 10%.

ASML Holding N.V. (NASDAQ:ASML) and Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) have given investors a clearer view of their next manufacturing transition. The important distinction is when each company might earn a return. Their September 8 announcement says TSMC intends to introduce ASML’s High-NA extreme ultraviolet technology into high-volume advanced-node manufacturing starting in 2030. A […]

Barclays analysts called the announcement a “positive” for High NA EUV machines, which are viewed as crucial to ASML’s revenue growth.

A number of stocks jumped in the afternoon session after Qualcomm announced a multi-generational product collaboration with Amazon Web Services to develop custom AI data center infrastructure, while ASML, TSMC, and Intel achieved key milestones in next-generation chip manufacturing. According to a Qualcomm press release, the chipmaker announced a multi-generational product collaboration with Amazon Web Services (AWS) to develop custom AI data center infrastructure. The strategic partnership focu

A number of stocks jumped in the afternoon session after Qualcomm announced a multi-generational product collaboration with Amazon Web Services to develop custom AI data center infrastructure, while ASML, TSMC, and Intel achieved key milestones in next-generation chip manufacturing. According to a Qualcomm press release, the chipmaker announced a multi-generational product collaboration with Amazon Web Services (AWS) to develop custom AI data center infrastructure. The strategic partnership focu

NVIDIA Corporation (NASDAQ:NVDA) and ASML Holding N.V. (NASDAQ:ASML) are backing the same European AI company, but investors should expect different routes to a return. On September 8, Mistral announced a €3 billion Series D at a post-money valuation above €21 billion. Both companies participated as existing investors. Mistral said the money would expand research, infrastructure […]

Three chip giants may have quietly changed the equation

Samsung, TSMC and Intel rarely move in lockstep. This time, all three are betting on the same piece of equipment.

ASML Stock Rallies as Samsung, TSMC and Intel Advance High-NA Plans

The 2029 first phase promises faster assembly while near-term EUV capacity remains almost fully booked

The manufacturing milestone is real; external foundry revenue remains the missing proof.

Investing.com -- Morgan Stanley has taken a more selective stance on European semiconductor stocks, staying positive on the sector overall while adjusting ratings and price targets as the memory cycle nears a turn and valuations diverge.

The S&P 500 Index ($SPX ) (SPY ) is down -0.34% today, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down -0.83%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down -0.19%. E-mini S&P futures (ESU26 ) are down -0.41%, and September E-mini Nasdaq futures (NQU26...

Intel just hit a lithography milestone that puts every rival chipmaker years behind, and the stock is surging against a falling market. Whether that lead translates into a lasting foundry turnaround is the question investors are now pricing in real time.

Intel and ASML have processed more than 1 million wafers using High-NA EUV

Mistral Lands Massive $3B Funding Round: Samsung and BlackRock Join AI Bet

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Both companies also joined an industry initiative to transition to larger 12-inch photomasks, which are expected to cut chipmaking costs by 2033

Mistral’s co-founder and CEO Arthur Mensch STEPHANE DE SAKUTIN/Getty Images France’s Mistral has closed Europe’s largest-ever VC round, per PitchBook data, at €3 billion (around $3.5 billion) to fund its shift from a model lab to a full-stack enterprise AI provider. The Series D gives Mistral a post-money valuation of over €21 billion, up from €11.7 billion a year ago. Samsung Electronics led the round, adding another corporate investor to Mistral’s cap table after ASML led its €1.7 billion Seri

Samsung starts in 2028, TSMC in 2030, joining Intel on High NA EUV

TSMC, Samsung and Intel are moving forward with ASML's High-NA EUV technology

Intel is already using the machines in production, while Samsung and TSMC have now committed to using them in the coming years.

The French AI startup's post-money valuation now exceeds €21 billion, up from €11.7 billion a year ago

Mistral said the investment will expand infrastructure, accelerate commercial growth and bolster its AI offering for enterprises and governments.

French artificial intelligence company Mistral AI has raised €3 billion in a round led by Samsung Electronics, nearly doubling its valuation to more than €21 billion in what the company says is the largest equity fundraising ever completed by a European technology firm.View on euronews

The Sovereign Paradox at the Heart of Europe’s AI Ambition Mistral AI has closed a landmark €3 billion Series D funding round, pushing its post-money valuation beyond €21 billion. Announced on September 8, 2026, it stands as the largest equity funding ever raised by a privately owned European technology firm. The headline figures signal a […]

European stock indexes, including the Stoxx 600, mostly edged lower in early trade, with higher oil prices weighing on sentiment.

ASML Holding NV has won commitments from top chipmakers to use its latest semiconductor production gear, while embarking on a broader agreement to meet surging demand for more powerful artificial intelligence technology.

The French artificial-intelligence startup said it had raised $3.48 billion from a pool of existing investors such as Samsung and ASML Holding, as well as new backers.