I tell you about ASML’s future, between Washington and Beijing
The back-and-forth over export controls, restrictions, technical assistance, and the organization of Asml’s supply chain will continue in the coming months and years to decisively shape the relationship between the United States, China, and the European Union. Analysis by Alessandro Aresu
All of Asml and Tata’s plans for microchips in India
Asml and Tata agree on the first 300-millimeter semiconductor factory in India. The Dutch company will supply its lithography machines and aims to expand in the country—like Apple, Google, and Microsoft—to avoid relying too much on China. All the details.
Asml, the Netherlands grumble against the United States over the new anti-China law.
The Netherlands opposes the United States’ Match Act, a law that tightens restrictions on the sale of microchip machinery to China and would consequently harm the business of the giant ASML. All the details.
Microchip, the new US restrictions on China cause concern at ASML
Asml plummets on the stock market due to a new proposed law in the United States that tightens export restrictions on chip machinery to China. By 2026, the Chinese market is expected to account for 20% of Asml’s sales. Facts, details, and figures.
State and prospects of the challenge to Asml’s monopoly
While ASML continues to break sales and order records, over the past year startups and initiatives aiming to challenge its de facto monopoly have increased. An analysis by Alessandro Aresu.
What will SK Hynix do with ASML’s microchip machinery?
Sk Hynix, a leading company in the memory chip market, will spend 8 billion dollars to acquire the most advanced machinery from Asml. The Dutch company continues to secure orders for its equipment, highly sought after by the artificial intelligence supply chain. All the details.
