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¿Por qué la acción de ASML vuela con la fiebre IA 2026? ASML rompe récord de pedidos por la IA, mejora su guía 2026 y sacude la Bolsa con EUV, High-NA, recompra de 12.000 millones y 1.700 despidos. ASML ha marcado el pulso del sector de chips con un parte ...

¿Por qué la acción de ASML vuela con la fiebre IA 2026? #ASML #chips #semiconductores #IA #inteligenciaartificial #EUV #HighNA #Bolsa #tecnología #Nvidia #TSMC #EuroStoxx50 #resultados #28deenero #felizmiercoles donporque.com/accion-de-as...

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ASML CEO Christophe Fouquet, who took the helm in 2024, is focused on transitioning from extreme ultraviolet (EUV) lithography to high numerical aperture (High NA) EUV technology.

#ASML #ASMLStock #ASMLNews #Semiconductors #HighNA #HyperNA #EUV
$ASML

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¿Por qué Intel prueba equipos de un proveedor sancionado? Intel evalúa equipos de ACM Research para su nodo 14A y reaviva el pulso geopolítico: precio, riesgos y ley CHIPS, con datos y contexto útil. La respuesta corta es pragmática: Intel ha sometido a prue...

¿Por qué Intel prueba equipos de un proveedor sancionado? #Intel #ACMResearch #14A #HighNA #EUV #semiconductores #chips #ASML #CHIPSAct #geopolítica #industria #Hillsboro #Oregón #12dediciembre #felizviernes
donporque.com/intel-prueba...

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ASML shares rose on Friday after UBS upgraded the stock, citing that risks in the lithography market are now “well understood.”

#ASML #Mistral #ASMLMistral #ASMLStock #ASMLNews #ASMLStockNews #Lithography #HighNA #LowNA #EUV #WaferFabEquipment #AI #TechInnovation #MarketIntelligence

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TSMC still evaluating ASML’s ’High-NA’ as Intel eyes future use AMSTERDAM (Reuters) -Taiwan Semiconductor Manufacturing Co (2330.TW), the world’s largest contract chipmaker, is still assessing when it will use ASML (AS:ASML)’s cutting-edge high numerical aperture (NA) machines for its future process nodes, an executive said on Tuesday. Chipmakers are weighing when the speed and accuracy benefits of these nearly $400 million machines will outweigh the almost doubled price tag of what is already the most expensive piece of equipment in a chip fabrication plant. Asked if TSMC plans to use the machine for its upcoming A14, and enhanced versions of the future node, Kevin Zhang said the company hasn’t yet found a compelling reason. "A14, the enhancement I talk about, is very substantial without using High-NA. So our technology team continues to find a way to extend the life of current (Low-NA EUV machines) by harvesting the scaling benefit," he said at a press briefing. "As long as they continue to find a way, obviously we don’t have to use it," Zhang said. Rival Intel (NASDAQ:INTC) has planned to use the High-NA EUV machine in its future manufacturing process, known as 14A, in an attempt to revive its contract chip business and better compete with TSMC. However, Intel also says that customers will still have the option of using older and more proven technologies. During ASML’s last earnings report, CEO Christophe Fouquet said he expects customers to test High-NA for high-volume manufacturing readiness through 2026-2027, before they evaluate the tool on their most advanced nodes in a latter phase. So far, ASML has shipped five of the 180 ton, double-decker sized machine across the world to three customers, counting Intel, TSMC and Samsung (KS:005930). Is INTC truely undervalued? With INTC making headlines, investors are asking: Is it truly valued fairly? InvestingPro's advanced AI algorithms have analyzed INTC alongside thousands of other stocks to uncover hidden gems with massive upside. And guess what? INTC wasn't at the top of the list.

Click Subscribe #TSMC #ASML #HighNA #Intel #Semiconductors

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TWINSCAN EXE:5000 Lego Set Joining the ASML Lego Collection - the TWINSCAN EXE:5000. The latest addition to you ASML Lego collection has arrived.  Rick Lenssen from D&E (designer of the Lego ASML Skyline and the Lego TWINSC...

Now introducing: The ASML TwinScan EXE:5000 Lego Set
asmlstore.com/products/twi...

#ASML #EUV #Lithography #HighNA #18a #ProcessNode

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