Semiconductor News & Analysis Feed
202 articles
2026-06-20
ts2.tech
2026-06-20
TechStock²
20 JUNE 2026
AMS:ASML·SEMICONDUCTORS
3 MINS READ
DISPUTE OVER ASML CHINA EUV ORDERS PUTS U.S. EXPORT RULES TO THE TEST
BY IWONA MAJKOWSKA
AMSTERDAM, June 20, 2026, 16:02 CEST
Bloomberg said U.S. Commerce Secretary Howard Lutnick flagged to ASML that one of its main chipmaking machines might already be in China.
ASML said it has not shipped any extreme ultraviolet lithography machines or EUV-sp
2026-06-20
tomshardware.com
2026-06-20
Luke James
Chinese defense supplier Harbin Xinguang Optic-Electronics Technology demo’d two man-portable anti-drone lasers at a Beijing arms expo this week.
2026-06-20
digitimes.com
2026-06-20
The Trump administration has confronted ASML with concerns that one of the Dutch company's most advanced chip-making machines may have made its way into China in violation of US-led export restrictions, Bloomberg reported, citing people familiar with the matter.
2026-06-20
www.tradingview.com
2026-06-20
TradingView
News
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GuruFocus
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ASML Faces Fresh China Export Scrutiny
ASML Faces Fresh China Export Scrutiny
Less than 1 min read
ASML
−0.02%
AAPL
−0.34%
ASML
−0.12%
ASML
ASML
is facing fresh U.S. scrutiny after a report said CommerceSecretary Howard Lutnick raised concerns that one of its top EUV chipmaking machines may have been diverted to China.
Bloomberg reported that Lutnick outlined the concerns in
2026-06-19
tomshardware.com
2026-06-19
Luke James
Wired has identified SK Telecom as the South Korean telecom company whose access to Anthropic's Claude Mythos model the White House ordered revoked over alleged ties to China.
2026-06-19
www.linkedin.com
2026-06-19
LinkedIn
Hedge funds upped tech and semiconductor exposure in May
CW Talent Solutions
CW Talent Solutions
Systematic Trading focussed, global, talent staffing advisory . CW connect Tier-1 investment firms with top candidates.
Published Jun 19, 2026
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Global hedge funds increased their exposure to technology and semiconductor stocks in May, maintaining a preference for growth sectors despite ongoing
2026-06-19
www.idnfinancials.com
2026-06-19
IDNFinancials.com
US suspects ASML machine may have reached China despite export ban
Zetta Hannany, Dhika Priambodo
June 19, 2026 2:20 PM
WhatsApp Channel
Washington suspects an ASML EUV machine has entered China, but the Dutch company denies it.
WASHINGTON – United States Commerce Secretary Howard Lutnick has told ASML that Washington is concerned one of the company’s most advanced chip-making machines may have
2026-06-19
www.forbes.com
2026-06-19
Forbes
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2026-06-19
www.trefis.com
2026-06-19
Trefis
Where Applied Materials Stock Is Most Exposed
June 18th, 2026 by Trefis Team
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Downside
617
Market
247
Trefis
AMAT
Applied Materials
The company’s AI-fueled growth story is compelling, but a single number buried in its earnings report reveals a significant geopolitical vulnerability.
Applied Materials (AMAT) stock has been on an extraordinary run, more than tripling over the past year and
2026-06-19
www.benzinga.com
2026-06-19
Benzinga
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2026-06-18
tomshardware.com
2026-06-18
Jowi Morales
The U.S. is stepping up its export controls enforcement.
2026-06-18
www.trefis.com
2026-06-18
Trefis
The company's AI-fueled growth story is compelling, but a single number buried in its earnings report reveals a significant geopolitical vulnerability.
Applied Materials (AMAT) stock has been on an extraordinary run, more than tripling over the past year and sitting at its 52-week high. The narrative is powerful: the company is a key supplier for the AI infrastructure buildout, delivering record
2026-06-18
digitimes.com
2026-06-18
Taiwan's 2026 GDP growth is on track to exceed 10% as AI demand powers the island's economy, Minister of Economic Affairs Ming-hsin Kung said, adding that this level of growth may be achieved given current trends. He pointed to stronger-than-expected exports from the AI supply chain and traditional industries such as machinery.
2026-06-18
digitimes.com
2026-06-18
The AI wave is rapidly reshaping the global semiconductor supply chain, and that upheaval is opening a new growth chapter for Taiwan's LED industry. As Taiwan's LED makers move away from the price wars of the consumer market, Nvidia's push to upgrade AI transmission standards to 1.6T, 3.2T, and beyond is exposing the physical limits of copper wiring, making scale-up the first battlefield in the co
2026-06-18
eetimes.com
2026-06-18
Machine vision has become a critical quality gate in modern industrial automation, helping manufacturers inspect products, guide robots, verify assemblies, and reduce production errors. However, reliable vision performance depends on more than the camera, lens, lighting, or software. In real factory environments, vision systems are exposed to electrical noise from motors, drives, relays, switching
2026-06-17
digitimes.com
2026-06-17
The US has held back from adding Chinese AI startup DeepSeek, memory chipmaker CXMT, and more than 100 other entities to a key trade blacklist, underscoring Washington's struggle to balance national security controls with a broader effort to contain tensions with Beijing.
2026-06-15
www.digitimes.com
2026-06-15
digitimes
China has allowed the release of a fresh supply of indium phosphide (InP) substrates, which are under export controls. A first 2026 batch shipped at the end of May following an earlier release in 2025, easing a capacity bottleneck in the optical...
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2026-06-15
digitimes.com
2026-06-15
China has allowed the release of a fresh supply of indium phosphide (InP) substrates, which are under export controls. A first 2026 batch shipped at the end of May following an earlier release in 2025, easing a capacity bottleneck in the optical communications market. Taiwanese compound semiconductor suppliers including Visual Photonics Epitaxy (VPEC) and Global Communication Semiconductors (GCS)
2026-06-14
tomshardware.com
2026-06-14
Mark Tyson
In the context of the recent tech export bans, we look back at the Apple PowerMac G4 export ban from 1999 and Steve Jobs making marketing gold from the situation.
2026-06-12
tomshardware.com
2026-06-12
Hassam Nasir
New BIOS updates featuring AMD EXPO Ultra Low Latency support are being released across a plethora of 600-series motherboards by multiple vendors.