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On September 8, Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) and ASML Holding N.V. (NASDAQ:ASML) announced a collaborative industry initiative to transition the semiconductor sector to a 12-inch Extreme Ultraviolet (EUV) photomask format. Currently, chipmakers use 6-inch masks for High NA EUV systems. Shifting to 12-inch photomasks aims to boost scanner productivity, eliminate stitching constraints on […]

The S&P 500 Index ($SPX ) (SPY ) is down by -0.27% today, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down by -0.33%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down -0.43%. December E-mini S&P futures (ESZ26 ) are down -0.36%, and December E-mini...

Taiwan’s Taiex gained as continued positive sentiment around AI and tech stocks on Wall Street sent the Nasdaq to another record high.

AI and data-center spending now sit at the crossroads of higher rates, fragile growth and jumpy energy markets, which is exactly where big shifts in market leadership are often born. Investors focused only on rate-sensitive sectors risk missing how capital keeps flowing toward the plumbing behind AI. This article walks through 3 stocks exposed to this news backdrop and explains why each could be worth a closer look or a wider berth. The stocks covered below are just a starting sample, since...

Deeptech company Morphotonics raises €40M from investors including 3M Ventures, Innovation Industries, BOM, and Invest-NL.

Over the past couple of weeks, several industry experts have been speaking out about the potential dangers of artificial intelligence. Our experts have been looking to answer the questions on everybody's minds, including if the AI boom is facing an imminent slowdown, or are market fears completely overblown? During a recent episode of The AI Investor Podcast, Eric Bleeker and Austin Smith broke down why investors are panicking over hardware spending and data center valuations while software companies continue to adapt. Learn how shifting capital and geopolitical risks are actually reshaping investment strategies across the entire tech industry, as well as where you can find some of the best AI investing opportunities by choosing the right stocks.

The latest trading day saw ASML (ASML) settling at $1, representing a +1.87% change from its previous close.

Demand visibility is exceptional; assembly execution determines whether it becomes 2028 revenue.

ASML Holding stock: why fresh chip alliances are back in focus ASML Holding (ENXTAM:ASML) has landed a cluster of high profile partnerships with TSMC, Samsung, Intel and Xanadu that pushes its High NA EUV and quantum oriented lithography deeper into next generation chipmaking. These fresh agreements are landing after a powerful run in ASML Holding’s share price, with a year to date share price return of 46.61% and a 1 year total shareholder return of 79.51%. However, momentum has cooled over...

Find insight on semiconductor companies and more in the latest Market Talks covering Technology, Media and Telecom.

Shares of semiconductor companies started the new week in green territory, building on gains from Friday. Investors have rewarded stocks exposed to artificial intelligence in recent days. In Asia, South Korea's SK Hynix closed 0.

Europe’s indexes all gained at the open, retracing some of Friday’s sharp losses. Banks and technology stocks rose, while energy-sensitive stocks were supported by a fall in oil prices.

Arm trades at a 125x forward P/E versus ASML's 27.9x, yet both command premium valuations for their monopolistic positions in mobile and chip manufacturing, respectively.

On September 8, 2026, Reuters reported that ASML Holding N.V. (NASDAQ:ASML) plans to work with major customers. It includes Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM), Nvidia, Intel, Samsung, and SK Hynix to adapt its next-generation “High NA” extreme ultraviolet lithography tools so they can print larger data-center chips. It addresses a current limitation where the […]

Any slowdown in future demand could hit ASML the hardest, since it makes the building blocks of the factories that produce AI chips.

KLA Corporation's AI-driven process-control demand is rising with 2nm, EUV, HBM and advanced packaging investments as rivals intensify competition.

AMD shares rose more than 6% and Intel surged nearly 8% on Thursday, Sept. 18, after the Fed's rate decision, as investors rotated back into AI-chip stocks beyond NVIDIA.

The S&P 500 Index ($SPX ) (SPY ) is down by -0.11% today, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down by -0.39%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +0.09%. December E-mini S&P futures (ESZ26 ) are down -0.15%, and December E-mini...

Steve Eisman thinks the real winners of the AI arms race are not the chip designers everyone is fighting over but the suppliers equipping both sides of the battle. Five stocks have already lapped Nvidia in 2026, and Eisman ranks them by who survives if the whole AI ecosystem cracks.

ASML's Installed Base Management sales surge 31.8%, fueled by upgrades and a growing EUV fleet, but sustaining growth hinges on customer demand.

AI demand has moved ASML's constraint from customer interest to manufacturing throughput.

Zacks.com users have recently been watching ASML (ASML) quite a bit. Thus, it is worth knowing the facts that could determine the stock's prospects.

Find insight on LG Display, OpenAI, Soitec and more in the latest Market Talks covering Technology, Media and Telecom.

Prime Minister Narendra Modi pitched India as a new global hub for semiconductor production on Thursday, urging technology firms to invest in what he called a "reliable" location.Amidst these challenges, the semiconductor industry also needs new and reliable locations," Modi said.

Sept 17 (Reuters) - European shares edged higher on Thursday, with risk sentiment getting a lift as crude oil prices continued to fall and a global bond selloff paused for breath after the U.S.

Samsung Electronics (KOSE:A005930) agreed a new collaboration with Mistral AI to deploy advanced on-premises AI models in chip manufacturing. The company expanded its partnership with ASML to include High NA EUV lithography for future memory and logic production lines. Samsung plans to use these AI and High NA EUV tools to support precision, security and efficiency in its semiconductor operations. The expanded AI work with Mistral AI and the closer ASML High NA EUV collaboration deserves...

Production planning is moving beyond demand validation toward the harder problem of expanding a precision manufacturing network.

ASML wins commitments from Samsung, TSMC for new chipmaking

ASML Holding (NasdaqGS:ASML) faces fresh scrutiny as leading AI researchers urge a slowdown in frontier model development in 2026. Several high profile AI lab heads and tech executives are publicly questioning the current pace of scaling compute hungry AI systems. Industry debate is centering on safety, regulatory oversight, and the rate at which new large scale data center capacity is built. This call from AI leaders to slow powerful model rollouts is important context to weigh against the...

Both ASML and TSMC crushed Q2 expectations, yet investors keep misreading what actually drives each business. The real story lives in two overlooked monopolies that most earnings headlines never touch.