Semiconductor News & Analysis Feed
33 articles
2026-07-01
tomshardware.com
2026-07-01
Anton Shilov
Tesla hires an Intel veteran, who most recently was responsible for installing advanced tools at Intel's Arizona fab that is now ramping production of chips using 18A fabrication process.
2026-06-23
www.tradingkey.com
2026-06-23
TradingKey
ASML exhibits strong growth potential, driven by strategic partnerships with Tesla and SpaceX’s Terafab project, which may require over 100 EUV lithography machines. With FY2026 revenue projected between €36 billion and €40 billion, ASML is positioned for double-digit year-over-year growth. Supported by robust demand from legacy semiconductor giants and an improving 53% gross margin, the company c
2026-06-18
seekingalpha.com
2026-06-18
Seeking Alpha
ASML CEO says need to make sure no supply constraints for new projects like Musk’s Terafab
Jun 17, 2026, 1:57 PM ETASML Holding N.V. (ASML) Stock, SPCX StockINTC, TSMBy: Ravikash Bakolia, SA News Editor
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Pixelbizz
ASML's (ASML) CEO Christophe Fouquet said the chip equipment maker has to make sure it does not experience supply constraints when servicing new proj
2026-06-17
www.bloomberg.com
2026-06-17
Bloomberg.com
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2026-06-17
www.bloomberg.com
2026-06-17
Bloomberg
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2026-06-16
www.barchart.com
2026-06-16
Barchart.com
The logo for ASML on a corporate office by Skorzewiak via Shutterstock
ASML Holding N.V. (ASML) holds one of the most critical positions in the global semiconductor supply chain. As the world’s sole supplier of extreme ultraviolet lithography machines, the Dutch chip equipment giant plays an indispensable role in producing the most advanced chips used in artificial intelligence (AI), high-perform
2026-06-12
news.google.com
2026-06-12
simplywall.st
2026-06-12
digitimes.com
2026-06-12
Elon Musk's planned Terafab chipmaking project has taken an early equipment-sourcing step, with South Korean equipment maker HPSP reportedly receiving a purchase order for high-pressure hydrogen annealing equipment.
2026-06-12
digitimes.com
2026-06-12
Hanmi Semiconductor plans to invest KRW50 billion (US$32.81 million) in SpaceX, highlighting how space, satellites, and artificial intelligence infrastructure are increasingly linked. For global readers, the deal signals how semiconductor suppliers are positioning themselves around next-generation supply chains, customer demand, and the expansion of AI-driven industrial ecosystems.
2026-06-12
qz.com
2026-06-12
qz.com
EMERGING TECHNOLOGIES
Elon Musk addressed ASML employees to push his Terafab chip manufacturing project
Musk joined ASML's annual employee tech conference virtually as SpaceX prepares to go public in what would be the largest IPO on record
By
Cris Tolomia
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Brendan SMIALOWSKI / AFP
2026-06-11
www.investors.com
2026-06-11
Investor's Business Daily
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2026-06-11
www.tradingview.com
2026-06-11
TradingView
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Musk's Terafab Plans Put ASML In Investor Spotlight
Musk's Terafab Plans Put ASML In Investor Spotlight
Less than 1 min read
TSLA
+1.18%
ASML
+4.41%
INTC
+7.44%
ASML
+4.84%
Elon Musk is expected to put ASML's annual technology conference firmly on investors' radar on Thursday, as he appears virtually to discuss Terafab, his proposed semiconductor manufacturing venture aimed at
2026-06-11
finance.yahoo.com
2026-06-11
Yahoo Finance
Musk to Address ASML Event as SpaceX IPO Nears and Terafab Plans Advance (SPCX)
Fiona Craig
Thu, June 11, 2026 at 3:44 AM PDT 3 min read
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Elon Musk is set to make a virtual appearance at a technology event hosted by semiconductor equipment leader ASML on Thursday, where he is expected
2026-06-11
www.gurufocus.com
2026-06-11
GuruFocus
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2026-06-11
seekingalpha.com
2026-06-11
Seeking Alpha
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2026-06-10
ts2.tech
2026-06-10
TechStock²
10 JUNE 2026
AMS:ASML·SEMICONDUCTORS·STOCK MARKET
2 MINS READ
ASML SHARES DIP AFTER TERAFAB HYPE FACES EUV SHIPPING HURDLE
BY ROMAN PERKOWSKI
AMSTERDAM, June 10, 2026, 10:19 CEST
ASML shares slipped a bit on Euronext Amsterdam. The stock had jumped earlier this week with the AI rally.
Investors are watching Elon Musk’s Terafab tie-up to see if it drives real ASML tool demand.
ASML’s Q2 numbers
2026-06-09
finance.yahoo.com
2026-06-09
Yahoo Finance
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2026-06-08
finance.yahoo.com
2026-06-08
Yahoo Finance
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2026-06-08
www.benzinga.com
2026-06-08
Benzinga
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2026-06-07
cryptobriefing.com
2026-06-07
Crypto Briefing
Elon Musk to pitch SpaceX’s Terafab chip project to ASML employees
Musk will join ASML's CEO for a fireside chat unveiling the $20B+ semiconductor initiative to the Dutch chipmaking giant's workforce.