ASML Holding NV Chief Financial Officer Roger Dassen said it will be positive for chip demand if Washington lifts ...

Key Points Geopolitical risks haven’t gone away.The semiconductor industry could face challenges even if AI demand remains ...

LONDON] ASML Holding’s orders in the second quarter beat estimates after the artificial intelligence (AI) boom drove demand ...

Arm Holdings did not offer full-year guidance for its new fiscal year in its earnings report in May, and the stock fell as a ...

ASML's Q2 beats expectations, but a cautious outlook spooks markets. Click here for a full investment analysis.

ASML Investors Are Selling Despite Growing AI Demand. ... In the first quarter of 2024, net sales to China accounted for 49% of ASML's total net sales, which was a record.

If achieved, a year-over-year increase in ASML's sales of its chipmaking systems will come as a sign of continued momentum in the AI industry following the launch of OpenAI's ChatGPT in Nov. 2022.

Shares of ASML, the Dutch semiconductor equipment giant, tumbled 11% after it reported earnings. It's not just any company.

He added that ASML expects to return to a more "normal" demand ratio in China, compared with other markets this year. "We expect the ratio of our business in China to be lower than what it has ...

Dutch semiconductor equipment maker ASML expects new low-cost models like the one rolled out by China's DeepSeek to lead to more — rather than less — demand for AI chips, CEO Christophe ...

OpenAI's new o1 model and Nvidia's Blackwell chips will further drive AI demand, benefiting ASML ... The U.S. has been tightening controls on semiconductor equipment exports to China, and ASML, ...