I foresee a small but significant risk that ASML may lose its DUV export license to China, which would severely impact the expected revenue normalization in this region during 2025. A downward ...

However, ASML kept shipping advanced DUV lithography tools, such as the Twinscan NXT:2000i, which are capable of producing chips on 5nm and 7nm-class process technologies. As a result, SMIC has ...

China remains a substantial market for older-generation tools and potentially less advanced DUV systems. However, ASML still maintains a tight grip on the market for the most advanced machines.

AMSTERDAM (Reuters) -Investors will seek reassurance that ASML's AI-dependent growth outlook for 2025 is secure despite a selloff sparked by China's DeepSeek, as the biggest supplier of equipment ...

While it has historically sold its DUV lithography machines to China, the sale of its EUV machines remains restricted. In 2023, China accounted for 29% of ASML’s total sales, but this is ...

MILAN (Reuters) - ASML (ASML, ASML.AS) shares rose sharply in early Frankfurt trading on Wednesday following strong quarterly bookings. The biggest supplier of computer chip-making equipment ...

That could bring companies such as Nikon and Canon, which serve the more competitive deep ultraviolet (DUV) lithography segments, into ASML's market. However, until alternate products emerge ...

While SMIC (00981.HK) +0.550 (+1.897%) Short selling $509.03M; Ratio 16.194% possesses advanced DUV lithography machines, Fouquet noted that it cannot compete with TSMC's process technology in ...

As European stocks stumble from an all-time peak, the stakes are high for corporate earnings from a slate of industry bellwethers including ASML Holding NV this week to revive the rally.