ASML says it won't be able to make enough chipmaking machines to meet demand through 2028
The AI boom has a bottleneck, and it's ASML's factory
ASML says AI's effect on chipmaking will unfold over the next 10 to 15 years, not overnight
ASML is betting bigger EUV mirrors and stacked transistors will keep chips advancing
Crystal ball: ASML is the only company that makes the EUV lithography machines needed to produce the world's most advanced chips. Its CEO, Christophe Fouquet, says the AI boom will play out over 10 to 15 years and that we're only seeing the tip of the iceberg. Meeting that demand will depend on better optics, vertical chip designs and a sprawling supplier network that can't be scaled up quickly. That makes ASML's roadmap a useful gauge of how far AI hardware can go, and how fast.
ASML targets 2033 for High-NA EUV with larger masks, promising a 40% productivity gain
Intel already uses High-NA EUV for laptop chips, but TSMC and Samsung aren't deploying it at scale yet
Which of these companies once owned meaningful chunks of TSMC, ASML, and NXP – and today owns none of them?
Imagine owning stakes in three companies now worth a combined $2.6 trillion... and selling all of them before it mattered.
The Trump administration suspects an ASML chipmaking machine made it into China. ASML says that's impossible.
The Dutch chip equipment giant says it can track every EUV system in the world in real time
Huawei says it can build 1.4nm chips without ASML's most advanced machines
Cut off from advanced lithography tools, Huawei is betting on stacked chip architectures and new packaging methods
ASML says first silicon from its latest $400M High-NA EUV machines is just months away
"Coming soon to a fab near you"
ASML plans to build at least 60 EUV machines this year as AI chip demand surges
That is 36% above 2025 sales, with more cleanroom capacity and supplier scaling needed to keep pace
ASML looks beyond EUV, plans new tools for larger chips and 3D packaging
The company is exploring technologies to stack, bond, and scale chips beyond two-dimensional limits
ASML pushes EUV power to 1,000 watts, unlocking up to 50% more chips per machine
Doubling laser pulses and droplet speed could push EUV lithography to unprecedented power
ASML slashes 1,700 jobs even as demand for chipmaking machines hits record highs
CEO Christophe Fouquet is cutting bureaucracy, says the company grew too complex
The myth of China's stolen EUV machine meets reality: it hasn't made a single chip
Reports of China cracking EUV lithography were greatly exaggerated
ASML's most advanced EUV machine is now central to Intel's comeback strategy
Etching CPUs and other advanced chips with sub-1nm accuracy
China may have reverse-engineered an EUV machine, a big step toward chip self-sufficiency
Secretive project could bring Beijing closer to semiconductor independence, once thought a decade away
Ex-Intel CEO Pat Gelsinger is back in chipmaking with an xLight deal worth up to $150M
Gelsinger pitches free-electron lasers as next step for Moore's Law
Japan wants back into the chip race, is betting big on a 2nm comeback
A 2nm fab in Hokkaido sounds great on paper, execution is the hard part
The microchip era may be ending – and wafer-scale systems could be what comes next
Physicists and engineers confront the technical constraints of today's most advanced processors
Silicon Valley startup bets on x-ray lithography to transform semiconductors
Substrate unveils plan to rival industry giants with $100 million in fresh backing
SK hynix and ASML debut world's first High-NA EUV lithography system for DRAM production
ASML's Twinscan NXE:5200B to enable denser DRAM production
Former ASML and NXP engineer jailed for leaking chipmaking secrets to Russia
Crime doesn't pay
In context: As tensions rise over semiconductor dominance, intellectual property tied to chip manufacturing has become a prime target for espionage. Companies like ASML and NXP sit at the center of this strategic tech battleground, making any breach not just a corporate concern but a geopolitical one. A recent case in the Netherlands highlights just how far some actors are willing to go to access this sensitive technology.
Startup aims to shrink particle accelerators to transform semiconductor manufacturing
The Bay Area company seeks to challenge ASML with compact X-ray technology
European coalition pushes for second Chips Act funding to boost semiconductor sector
The first European Chips Act was only partially successful
TSMC prepares for next-gen chip manufacturing with high-NA EUV investments
These machines, essential for sub-2nm processes, come with a hefty price tag
EUV chip production will soon reach record levels of energy consumption
Chip manufacturing equipment poses increasingly important environmental issues