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ft.com

Why neither Asia nor the US has produced a rival to ASML

Dutch chipmaking equipment supplier dominates in a way that markets cannot correct

mercoledì 21 gennaio 2026 New tab

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ASML forecasts bumper sales as AI boom drives chip demand

Dutch chipmaking equipment group says customers have ‘strong belief that the AI demand is real’

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Substrate plans to use particle accelerators to lower cost of chip manufacturing

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Europe needs a better chip strategy

The Dutch seizure of Nexperia shows how ensnared the EU is in the US-China tech war

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ASML raises 2026 outlook on AI chip boom

Europe’s most valuable company says customers are accelerating expansion plans

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China boosts AI chip output by upgrading older ASML machines

Restricted chipmaking tools are being retrofitted to make advanced AI chips, exposing cracks in US-led export controls

ft.com·6 mesi fa
ft.com

The AI cycle will crack first in Asia

Big US tech companies are more diversified than Korean and Taiwanese chipmakers

ft.com·7 mesi fa