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Apenas manchetes de alto sinal - eventos macro, resultados, M&A, regulatório. Listicles e clickbait de analistas filtrados por padrão. Atualizado a cada hora.

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Modi pitches India as global chipmaking hub
AFP7d agoneutral
Modi pitches India as global chipmaking hub

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.

European Indexes Higher as Oil Falls Back
The Wall Street Journal7d agobearish
European Indexes Higher as Oil Falls Back

STOCKS 0716 GMT – European stock indexes broadly rose at the open, as lower oil prices boosted sentiment. Technology and energy-intensive stocks help drive the Stoxx 600 up 0.55%. London’s FTSE 100 is 0.

European shares rise as oil slips, yields stall
Reuters7d agoneutral
European shares rise as oil slips, yields stall

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) Deepens AI Push In Chip Manufacturing
Simply Wall St.7d agoneutral
Samsung Electronics (KOSE:A005930) Deepens AI Push In Chip Manufacturing

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...

ASML Holding (ASML) Faces Fresh Questions Over Future AI Demand
Simply Wall St.8d agoneutral
ASML Holding (ASML) Faces Fresh Questions Over Future AI Demand

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...

ASML Eyes 110+ EUV Tools in 2028 as AI Chip Demand Accelerates
Insider Monkey9d agoneutral
ASML Eyes 110+ EUV Tools in 2028 as AI Chip Demand Accelerates

ASML Holding N.V. (NASDAQ:ASML) is examining ways to produce more than 110 EUV lithography systems in 2028, according to JPMorgan analysts following a meeting with CFO Roger Dassen. The company is already nearly sold out for 2027 and expects to produce at least 80 EUV systems that year, meaning output above 110 in 2028 would […]

Chip Stocks Mixed After Monday Rout
Barrons.com9d agoneutral
Chip Stocks Mixed After Monday Rout

Shares of European semiconductor companies were mixed after a Monday selloff that was triggered by calls for a slowdown in the development of advanced artificial-intelligence models over safety concerns.

ASML Eyes 110+ EUV Machines as JPM Stresses 'Strong' AI Demand
Benzinga Prediction Markets10d agoneutral
ASML Eyes 110+ EUV Machines as JPM Stresses 'Strong' AI Demand

ASML Holding N.V. (NASDAQ:ASML) is exploring ways to produce more than 110 extreme-ultraviolet (EUV) chip-printing machines in 2028 as artificial-intelligence demand remains “very very strong,” JPMorgan says. ASML’s Amsterdam-listed shares fell 5.2% Monday as chip stocks sold off after Anthropic...

Europe’s AI Trade Hits Reverse
Moby10d agoneutral
Europe’s AI Trade Hits Reverse

ASML fell more than 5% and Soitec plunged about 13% as calls to slow advanced AI development suddenly turned the sector’s biggest growth story into a reason to sell.