Semiconductor News & Analysis Feed

ASML's stock rose 5.9% amid renewed investor optimism regarding the company's potential to increase EUV tool output beyond previous estimates, boosting medium-term revenue and margin prospects. Analysts have raised price targets, citing the possibility of delivering over 110 low-NA EUV systems witho

ASML briefly became Europe’s most valuable listed company with a market cap of €674 billion, surpassing Novo Nordisk, but saw its stock drop nearly 4% the following day due to profit-taking. Despite this, ASML’s dominant role in the AI chip supply chain remains unchallenged, with its extreme ultravi

Infineon's stock price surged past its 2000 all-time high to €79.28 on May 28, 2026, driven by upbeat management guidance on market share gains in automotive and AI sectors. The rally, sparked by the dbAccess European Champions Conference, has seen the stock more than double since its September low.

ASML is accelerating its hiring in Taiwan, increasing the target from 600 to 1,000 employees, driven by surging demand for AI chips. The company’s High-NA EUV lithography systems are transitioning from lab to volume production, with the first chips expected to ship before year-end. This technologica