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Earnings from Taiwan Semiconductor Manufacturing Co. and ASML Holding this week are poised to provide an early insight into issues that have punctured investor confidence and sent valuations to multiyear lows. japantimes.co.jp/business/2025 #business #tech #tsmc #asml #trade #semiconductors #ai

The Japan Times · TSMC and ASML outlooks to reveal depth of tariff pain and AI angstBy Henry Ren

#China’s In-House #EUV Machines Reportedly Entering Trial Production In Q3 2025, Utilizing An Approach That Offers A Simpler, Efficient Design; #SMIC & #Huawei To Benefit Greatly
These custom EUV machines are said to employ laser-induced discharge plasma (LDP), which is slightly different from #ASML’s laser-produced plasma (LPP). Below, we discuss the impact this technological variation will bring to the table.
wccftech.com/china-in-house-eu

Wccftech · China’s In-House EUV Machines Reportedly Entering Trial Production In Q3 2025, Utilizing An Approach Tha…Huawei and SMIC could wave goodbye to their chip production woes because China is reportedly kicking off EUV trial production later this year

Today is the weekend we will have to start watching our European for-profits.

Will they comply in advance with US Fascists sending out letters1 that ban European countries doing business with American government from having DEI2 programs, or will these companies resist?

I'm specifically watching #ASML3 #booking4 and #Philips5. 👀

1 archive.is/viuA6

2 archive.is/neCBX (Dutch)

3 web.archive.org/web/2025031715

4 archive.is/LaGdo (Booking blocks archive.org)

5 archive.is/VkkI4 (Philips blocks archive.org)

#Trump#Musk#Antifa
Continued thread

Good to see Christophe Fouquet speak up about #ASML being squeezed between US tariffs and US-imposed export ban of EUV to China.

Europe must “decide for itself what it wants” and “should not be dictated to by anyone else”. He would like the continent’s officials to support their world-leading companies more forcefully.

economist.com/business/2025/03

The Economist · ASML’s boss has a warning for EuropeBy Shailesh Chitnis

I wonder if it's time for the Dutch government to tell #ASML that the US is joining the list of states sanctioned from enjoying the cutting edge of IC fab.

"You want to be great again? Go ahead. Do that. Make your own fab."

Freek de Jonge, vanavond gezien in ‘de Schalm’ in Veldhoven. Volgens hem nú centrum wereld. Waar keuzes in ons áller belang moeten worden gemaakt. Amerika, Rusland of China? Zet een hek om Veldhoven e.o. en maak de beste deal met één van de drie ☺️ Meesterlijk en onverbeterlijk. #ASML als macht

Die Halbleiter-Industrie ist von Europa abhängig. Das Unternehmen ASML aus den Niederlanden Hersteller von Lithographiesystemen ist Marktführer weltweit. TSMC baut nicht ohne Grund in Dresden mit Bosch, Infineon und NXP eine europäische Fabrik für Halbleiter mdr.de/nachrichten/sachsen/dre #eu #asml #tsmc #bosch #infineon #nxp #dresden

MDR · ESMC in Dresden: "Die größte Herausforderung ist nicht das Bauen, sondern die Logistik"By Steffen Hengst, MDR SACHSEN