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ASML

ASML
The latest news and top stories on ASML. A leading entity in the semiconductor equipment sector, Netherlands-based ASML specialises in developing and manufacturing photolithography machines, including advanced Extreme Ultraviolet (EUV) and Deep Ultraviolet (DUV) systems. It primarily serves global semiconductor manufacturers like Intel, Samsung and TSMC. ASML holds a near-monopoly in the lithography market, being the sole global supplier of EUV machines and commanding approximately 90 per cent of the overall lithography market. Its overall business focus is on continuous innovation and strategic partnerships to enable the production of smaller, more powerful microchips.
The ASML logo is seen at the company’s headquarters in Veldhoven, Netherlands. Photo: Reuters
Semiconductors

ASML boosts 2026 sales forecast despite shrinking China sales

The Dutch chipmaker expects annual net sales of €36 billion (US$42.5 billion) to €40 billion after releasing its first-quarter results.

Semiconductors

Proposed US chip curbs on China risk deeper supply chain disruption

China-EU relations

Europe urged to ‘learn to fight for itself’ in case US-China truce collapses

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China-EU relations

China and the Netherlands seek ‘pragmatic’ reset as Nexperia row rolls on

Wang Yi hails ‘positive signals’ from new Dutch minister as US pressure and EU de-risking leave The Hague juggling security and trade interests.

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Chinese-owned Dutch semiconductor company Nexperia has been at the centre of a row between China and the Netherlands. Photo: Reuters
Semiconductors

Top chip leaders urge national drive to ‘build China’s ASML’ amid US curbs

Financial and human resources must be pooled and authorities should start drawing up plans immediately, top executives say in an article.

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US-China trade war

Open Questions | Abraham Newman on ‘weaponised interdependence’ in ‘neo‑royalist’ Trump era

American political scientist on how ‘interdependence’ can be exploited as part of the rivalry between major powers.

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Semiconductors

Profits rise for China’s semiconductor firms on AI boom, tech self-reliance push

Domestic A-share companies in the sector are forecast to achieve substantial growth in their 2025 results, according to Donghai Securities.

The results reflect investors’ sharpened focus on stocks related to integrated circuits, semiconductor manufacturing equipment and storage solutions. Photo: Shutterstock
Semiconductors

ASML reports heated global demand in 2025, but cools China outlook

US limits on ASML’s China trade continue to define the company’s growth pattern, with overall sales up despite China revenues falling.

Semiconductors

China’s top lithography bet shifts gears: SMEE sells subsidiary in key pivot

State-backed SMEE, often dubbed China’s best ASML challenger, has sold Shanghai Weiyao to AMIES in a move that prioritises tool development.

India

‘Pax Silica’: America’s new AI inner circle and Asia’s chosen few

Japan, South Korea and Singapore made the cut, leaving key partners like India and Vietnam – and even New Zealand – on the sidelines.

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Representatives of the “Pax Silica” signatories hold signed documents at a summit held in Washington on December 12. Photo: Getty Images/AFP
Semiconductors

China eyes mastery of EUV lithography, bolstering AI chip ambitions: analysts

‘As the semiconductor dream has become a national security issue, I would not underestimate China’s ambition,’ Natixis analyst Gary Ng says.

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Chinese scientists at a high-security Shenzhen laboratory earlier this year built a prototype extreme ultraviolet lithography machine. Photo: Shutterstock
China trade

As trade deficit mounts, is EU selling what China wants to buy?

Traditional European exports like cars are losing their appeal, while restrictions crimp sales of sought-after lithography machines.

China-EU relations

Macron’s trade ultimatum to China goes public: fix surplus or face tariffs

French president says EU could copy American protectionism, warning that a lopsided flow of goods results in China ‘effectively killing their own customers’.

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Huawei

How Huawei could use a 2022 patent to make 2-nm-class chips without key tool

The proposed solution offers a technical pathway to support a 2-nm process using older DUV technology.

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In 2023, Huawei filed 3,091 GPU-related patents – a tenfold increase from 2018. Photo: Costfoto/NurPhoto via Getty Images
Nexperia

Opinion | Netherlands’ Nexperia blunder shows it has forgotten its own history

The Netherlands’ pragmatic approach – separating commercial interests from geopolitical alignment – once made it a friend to all.

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A truck waits outside the gate of Nexperia’s factory in Dongguan, Guangdong province on November 7. Photo: Reuters
Science

Lithography breakthrough: China creates 14nm chip with compact EUV light source

Hefei-based company improves manufacture of the semiconductors used to power industrial automation and electric cars.

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China-EU relations

Exclusive | ‘Progress cannot be stopped’: China’s chief Paris envoy talks trade, EV tariffs

Deng Li says China and Europe can build emerging sectors like EVs together, Beijing not interested in ‘completely unnecessary’ trade surplus.

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Hong Kong tourism

Letters | Halal seafood districts and other ideas for boosting Hong Kong tourism

Readers discuss ideas for creating a distinct brand of halal tourism, how China can play serious hardball on rare earths, and the US president’s deal-making.

A view of restaurant signs and boats at Lei Yue Mun on September 22. Given that seafood is generally considered halal, there exists a unique opportunity to promote areas like Lei Yue Mun and Sai Kung as halal seafood districts. Photo: Sam Tsang
US-China relations

Opinion | US-China tit-for-tat escalation is now a feature, not a bug

Expect Beijing and Washington to repeat a familiar pattern every time the other side achieves a breakthrough or an edge in market dominance.

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Semiconductors

China’s new hope in breaking reliance on foreign chipmaking machines

Advanced lithography remains a significant bottleneck for China, but a new company founded in February offers new optimism.

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China-EU relations

Editorial | Europe can only play so much tech hardball with China

The Europeans might want a more muscular policy towards China, but Beijing still holds significant leverage when it comes to trade.

An employee holds a box with wafers at a production line of semiconductor company Nexperia in Hamburg, Germany, on June 27, 2024. Photo: Reuters
US-China relations

US lawmakers push expanded chip export curbs on China

Bipartisan panel urges widened controls on chip tools and tighter coordination with allies amid fears Trump is easing tech limits.

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Semiconductor chips under process at a factory in Binzhou, in eastern China’s Shandong province. Photo: AFP
US-China trade war

China debuts first e-beam lithography tool for commercial use in chip milestone

Beijing’s efforts to build its own chipmaking tools may be paying off as global competition in the sector heats up.

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Semiconductors

ASML launches science project in China to discover new talent in lithography

The competition is committed to creating a ‘window for contestants to deeply explore lithography technology’, according to the company.

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An exterior view of ASML headquarters in Veldhoven, the Netherlands, in March 2024. Photo: EPA-EFE
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