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Semiconductor Manufacturing
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China's Langdao Silex unveils EUV prototype with 90% domestic parts, but performance lags commercial needs.
Chinese startup Langdao Silex recently unveiled a prototype extreme ultraviolet (EUV) light source, claiming 90% domestically made components and promising commercialization within three to five years
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Nvidia Unveils CUDA-X AI Tools to Accelerate Chip Manufacturing, Reporting Up to 50x Speed Improvements
Nvidia is launching new CUDA-X AI tools, part of its CUDA-X AI platform, designed to accelerate semiconductor design, manufacturing, and factory automation. Major companies, including Synopsys, Cadenc
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Musk retweeted a post, envisioning Grok AI, empowered by manufacturing experience from Tesla and SpaceX, could guide the construction of a chip factory from scratch.
Musk retweeted a post, envisioning Grok AI, empowered by manufacturing experience from Tesla and SpaceX, could guide the construction of a chip factory from scratch.
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China's CXMT plans US$5.2 billion expansion, prioritizing domestic suppliers
Chinese memory chip giant ChangXin Memory Technologies (CXMT) plans to invest 34.9 billion yuan (US$5.2 billion) in capacity expansion, with a significant portion of the capital earmarked for domestic
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Singapore's economy gets AI uplift from chipmaking bet, but faces cost and labour constraints
Singapore's economy gets AI uplift from chipmaking bet, but faces cost and labour constraints
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TSMC suppliers Nichias and Gold Stone Development to build plant in Taiwan for key chipmaking plastic components, aiming to ease supply chain bottlenecks
TSMC suppliers Nichias and Gold Stone Development are constructing a plant in Hsinchu, Taiwan, to produce special plastic components essential for the chipmaking industry. The initiative, reported by
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Guinness Global Innovators Fund highlights Applied Materials (AMAT) as a key contributor in Q2 2026, citing its strong position in the AI chip manufacturing boom
Guinness Global Innovators Fund highlighted Applied Materials (AMAT) as a key contributor in its Q2 2026 investor letter, citing its strong position in the AI chip manufacturing boom. The fund noted t
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How Deep Is ASML's Moat: Valuing Semiconductor Equipment Based on 38.8 Billion Euros in Backlogged Orders
ASML, as the world's sole supplier of extreme ultraviolet (EUV) lithography machines, holds an unshakeable monopoly in advanced chip manufacturing. As of March 2026, its backlog of orders has reached 38.8 billion euros, providing a solid foundation for revenue in the coming years. Although its valuation is considered high by the market, analysts generally believe that ASML's deep technological barriers, massive R&D investment, and close collaboration with customers collectively form an insurmountable competitive advantage, making it a key investment target for long-term growth in the semiconductor industry. This article will delve into ASML's unique position, financial performance, and the underlying logic behind its valuation.
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Musk Retweets Tesla Post: Tesla to Build Terafab in Grimes County, Texas, Aiming to Be World's Largest Chip Manufacturing Facility with Over 1 Terawatt of Computing Power Annually
Musk Retweets Tesla Post: Tesla to Build Terafab in Grimes County, Texas, Aiming to Be World's Largest Chip Manufacturing Facility with Over 1 Terawatt of Computing Power Annually
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ASML Stock Predicted to Reach $3,000 in 3 Years Amid Strong Q2 and AI Demand
Yahoo Finance analysts predict that ASML Holding (NASDAQ: ASML) stock could reach $3,000 within three years. This forecast is based on the company's strong second-quarter results, which saw revenue in
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Chipmaker Tower Semiconductor will invest $3 billion in Japan
Svmuu News: Chip manufacturer Tower Semiconductor announced on July 14 (local time) that it will invest $3 billion to expand its chip manufacturing operations in Japan, including a $1 billion grant fr
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NVIDIA Evaluation of Intel packaging technology and the 18A process for future chip production
Svmuu planet daily news Nvidia (NVDA.O) and Google are evaluating Intel's (INTC.O) advanced packaging technology and 18A process for future chip production. (The Information)
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ASML: Elon Musk Will Speak at the Company's Virtual Technology Conference to Discuss the TERAFAB Project, His Vision for Artificial Intelligence, and Chip Manufacturing
Svmuu News: ASML (ASML.O) announced that Elon Musk will speak at the company's virtual technology conference, where he will discuss the TERAFAB project, AI vision, and chip manufacturing. (Jin10)
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China's Langdao Silex unveils EUV prototype with 90% domestic parts, but performance lags commercial needs.
Chinese startup Langdao Silex recently unveiled a prototype extreme ultraviolet (EUV) light source, claiming 90% domestically made components and promising commercialization within three to five years
-
Nvidia Unveils CUDA-X AI Tools to Accelerate Chip Manufacturing, Reporting Up to 50x Speed Improvements
Nvidia is launching new CUDA-X AI tools, part of its CUDA-X AI platform, designed to accelerate semiconductor design, manufacturing, and factory automation. Major companies, including Synopsys, Cadenc
-
Musk retweeted a post, envisioning Grok AI, empowered by manufacturing experience from Tesla and SpaceX, could guide the construction of a chip factory from scratch.
Musk retweeted a post, envisioning Grok AI, empowered by manufacturing experience from Tesla and SpaceX, could guide the construction of a chip factory from scratch.
-
China's CXMT plans US$5.2 billion expansion, prioritizing domestic suppliers
Chinese memory chip giant ChangXin Memory Technologies (CXMT) plans to invest 34.9 billion yuan (US$5.2 billion) in capacity expansion, with a significant portion of the capital earmarked for domestic
-
Singapore's economy gets AI uplift from chipmaking bet, but faces cost and labour constraints
Singapore's economy gets AI uplift from chipmaking bet, but faces cost and labour constraints
-
TSMC suppliers Nichias and Gold Stone Development to build plant in Taiwan for key chipmaking plastic components, aiming to ease supply chain bottlenecks
TSMC suppliers Nichias and Gold Stone Development are constructing a plant in Hsinchu, Taiwan, to produce special plastic components essential for the chipmaking industry. The initiative, reported by
-
Guinness Global Innovators Fund highlights Applied Materials (AMAT) as a key contributor in Q2 2026, citing its strong position in the AI chip manufacturing boom
Guinness Global Innovators Fund highlighted Applied Materials (AMAT) as a key contributor in its Q2 2026 investor letter, citing its strong position in the AI chip manufacturing boom. The fund noted t
-
Musk Retweets Tesla Post: Tesla to Build Terafab in Grimes County, Texas, Aiming to Be World's Largest Chip Manufacturing Facility with Over 1 Terawatt of Computing Power Annually
Musk Retweets Tesla Post: Tesla to Build Terafab in Grimes County, Texas, Aiming to Be World's Largest Chip Manufacturing Facility with Over 1 Terawatt of Computing Power Annually
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ASML Stock Predicted to Reach $3,000 in 3 Years Amid Strong Q2 and AI Demand
Yahoo Finance analysts predict that ASML Holding (NASDAQ: ASML) stock could reach $3,000 within three years. This forecast is based on the company's strong second-quarter results, which saw revenue in
-
Chipmaker Tower Semiconductor will invest $3 billion in Japan
Svmuu News: Chip manufacturer Tower Semiconductor announced on July 14 (local time) that it will invest $3 billion to expand its chip manufacturing operations in Japan, including a $1 billion grant fr
-
NVIDIA Evaluation of Intel packaging technology and the 18A process for future chip production
Svmuu planet daily news Nvidia (NVDA.O) and Google are evaluating Intel's (INTC.O) advanced packaging technology and 18A process for future chip production. (The Information)
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ASML: Elon Musk Will Speak at the Company's Virtual Technology Conference to Discuss the TERAFAB Project, His Vision for Artificial Intelligence, and Chip Manufacturing
Svmuu News: ASML (ASML.O) announced that Elon Musk will speak at the company's virtual technology conference, where he will discuss the TERAFAB project, AI vision, and chip manufacturing. (Jin10)
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How Deep Is ASML's Moat: Valuing Semiconductor Equipment Based on 38.8 Billion Euros in Backlogged Orders
ASML, as the world's sole supplier of extreme ultraviolet (EUV) lithography machines, holds an unshakeable monopoly in advanced chip manufacturing. As of March 2026, its backlog of orders has reached 38.8 billion euros, providing a solid foundation for revenue in the coming years. Although its valuation is considered high by the market, analysts generally believe that ASML's deep technological barriers, massive R&D investment, and close collaboration with customers collectively form an insurmountable competitive advantage, making it a key investment target for long-term growth in the semiconductor industry. This article will delve into ASML's unique position, financial performance, and the underlying logic behind its valuation.
Semiconductor Manufacturing
24H Trending
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ETH inter-exchange spread reaches 1.11%
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The Nikkei 225 index is down 2.72% from its previous close, currently at 62,903.43.
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Tether, Circle, Ripple, and other stablecoin issuers have frozen over $2.6 billion in assets linked to suspected security breaches at Binance.
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Samsung Electronics fell 4.31% from its previous close, now trading at ₩222,000.
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South Korea's KOSPI index is down 4.77% from its previous close, currently at 5,654.61.
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Lookonchain: Binance hackers are selling PEPE, UNI, LINK, and other tokens, still holding over $150 million worth of various altcoins.
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SK Hynix is down 5.9% from its previous close, now trading at ₩1,436,000.
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Taiwan's TAIEX fell 2.68% from its previous close, currently at 45,125.33.
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Binance hacker finishes dumping UNI, ENA, PEPE, LINK, AAVE, ONDO, WLD for 70,480 ETH ($158.25M)
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CNBC analysis suggests that Intel's stock may continue to fall after its significant decline, but selling now would not recover losses.
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