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Intel, which promised to take back process node leadership in 2025 from TSMC and Samsung Foundry, was the first to purchase the new $400 million high-NA EUV machine which increases the numerical ...

Let's dig into the numbers and find out. ASML focuses on building semiconductor equipment machines for manufacturers of computer chips. Specifically, it focuses on lithography machines ...

ASML is an assembler, sourcing the highest-quality parts from suppliers to build its lithography machines. This allows the firm to maintain cost flexibility in the cyclical semiconductor industry ...

and Intel-- use those machines for their high-end chips. ASML's new "high-NA" EUV systems, which are used to produce even smaller chip traces, currently cost about $380 million. That's why ASML is ...

We assign ASML a wide moat, supported by intangible assets, cost advantages, and switching costs. The company is the world’s largest supplier of photolithography machines for semiconductors ...

ASML's stock plunged over 15% in October after the company released its Q3 earnings. The news triggered a sell-off across the semiconductor sector.

Chipmaker TSMC is expected to receive the first shipment of High Numerical Aperture NA Extreme Ultraviolet (High NA EUV) ...

allowing for demand to remain steady in the tech sector and providing tailwinds for semiconductor manufacturing machine ...