Media reports claim Job’s Mob and Intel have signed a deal for Chipzilla to make some of Job’s Mob’s chips. For now, Job’s Mob is believed to buy its chips from Taiwan’s TSMC. After those reports, ...

The big picture: Dutch company ASML Holding sits at the center of the global semiconductor supply chain, producing nearly all of the machines required to manufacture the most advanced integrated ...

Intel’s comeback in cutting edge manufacturing is no longer a vague roadmap, it now revolves around a single, spectacular machine: ASML’s latest High-Numerical Aperture Extreme Ultraviolet scanner. By ...

Intel fell behind TSMC in the process race over the past decade. It plans to reclaim that lead by adopting ASML’s high-NA systems first. That’s a costly effort, but it might pay off in the long run.

In a high-security Shenzhen laboratory, Chinese scientists have built what Washington has spent years trying to prevent: a ...

ASML has a monopoly on a critical technology used in semiconductor manufacturing. Next-generation AI chips depend on manufacturing processes that use ASML equipment. Nvidia's next-generation Rubin GPU ...

ASML's moat hasn't been breached, but its China revenue just got a lot riskier.