Semiconductor News & Analysis Feed
514 articles
2026-06-12
finance.yahoo.com
2026-06-12
Yahoo Finance
The Competitive Threat That Never Was: ASML’s Widening Moat Boosts Stock 77% YTD
Trey Thoelcke
Fri, June 12, 2026 at 3:55 AM PDT 3 min read
ASML
+9.53%
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Quick Read
ASML stock surged 77% year-to-date and 142% over the trailing year after Q1 2026 revenue hit $10.34 billion with 53% gross margins.
Pat Gelsinger's xLight remains a lab-stage startup targeting
2026-06-12
247wallst.com
2026-06-12
24/7 Wall St.
Roughly six months ago, we asked whether ASML (NASDAQ: ASML | ASML Price Prediction) finally had a real competitor: xLight, the stealth startup chaired by ousted Intel CEO Pat Gelsinger, was developing free-electron-laser light sources backed by up to $150 million in CHIPS Act funding with the U.S. government taking an equity stake, targeting first silicon wafers by 2028. Half a year on, the threa
2026-06-12
www.techtimes.com
2026-06-12
Tech Times
By Richard L. Wells
Published: Jun 11 2026, 15:42 PM EDT
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Dutch tech giant ASML's corporate headquarters in Veldhoven during its general shareholders' meeting on April 22, 2026. ASML, which makes cutting-edge machines to manufacture semiconductor chips, said on April 15, 2026 FREEK VAN DEN BERGH
2026-06-12
qz.com
2026-06-12
qz.com
EMERGING TECHNOLOGIES
Elon Musk addressed ASML employees to push his Terafab chip manufacturing project
Musk joined ASML's annual employee tech conference virtually as SpaceX prepares to go public in what would be the largest IPO on record
By
Cris Tolomia
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Brendan SMIALOWSKI / AFP
2026-06-12
www.theglobeandmail.com
2026-06-12
The Globe and Mail
Key Points
Oracle beat earnings last night, but also announced plans to raise another $20 billion in cash.
Oracle needs cash to build AI data centers full of AI chips.
ASML makes the machines that manufacturer those chips.
10 stocks we like better than ASML ›
ASML (NASDAQ: ASML) shares gained 5.2% through 11:40 a.m. ET Thursday, and investors can thank Oracle(NYSE: ORCL) for the good news.
O
2026-06-12
finance.yahoo.com
2026-06-12
Yahoo Finance
Why ASML Holding Stock Popped Today
Rich Smith, The Motley Fool
Thu, June 11, 2026 at 10:54 AM PDT 2 min read
ORCL
-8.53%
ASML
+9.53%
NVDA
+2.22%
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ASML (NASDAQ: ASML) shares gained 5.2% through 11:40 a.m. ET Thursday, and investors can thank Oracle (NYSE: ORCL) for the good news.
Oracle "beat" on earnings last night, earning $2.11 per share on $19.2 b
2026-06-12
www.fool.com
2026-06-12
The Motley Fool
ASML (
ASML
+9.76%
) shares gained 5.2% through 11:40 a.m. ET Thursday, and investors can thank Oracle (
ORCL
8.53%
) for the good news.
Oracle "beat" on earnings last night, earning $2.11 per share on $19.2 billion in quarterly sales -- both numbers higher than analysts had expected. More important to ASML investors, though, is what Oracle revealed about its plans.
Image source: Getty Images.
2026-06-12
www.cnbc.com
2026-06-12
CNBC
As he gears up to take SpaceX public in the largest IPO on record, CEO Elon Musk on Thursday spoke to employees of ASML, Europe’s most valuable company, underscoring the importance of chip manufacturing to his two main businesses.
As the sole provider of a crucial advanced chipmaking machine, ASML will be a likely supplier for Musk’s massive chip fabrication plant in Texas known as Terafab.
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2026-06-12
www.rcrwireless.com
2026-06-12
RCR Wireless News
www.rcrwireless.com
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2026-06-11
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2026-06-11
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2026-06-11
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2026-06-11
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2026-06-11
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2026-06-11
Seeking Alpha
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2026-06-11
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2026-06-11
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2026-06-11
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2026-06-11
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Musk's Terafab Plans Put ASML In Investor Spotlight
Musk's Terafab Plans Put ASML In Investor Spotlight
Less than 1 min read
TSLA
+1.18%
ASML
+4.41%
INTC
+7.44%
ASML
+4.84%
Elon Musk is expected to put ASML's annual technology conference firmly on investors' radar on Thursday, as he appears virtually to discuss Terafab, his proposed semiconductor manufacturing venture aimed at
2026-06-11
seekingalpha.com
2026-06-11
Seeking Alpha
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2026-06-11
seekingalpha.com
2026-06-11
Seeking Alpha
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Japan
Canon: Potential Challenger Of ASML's EUV Process
Jun 11, 2026, 7:45 AM ETCanon Inc. (CAJPY) Stock, CAJFF Stock
Gytis Zizys
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Summary
Canon is downgraded to hold due to a weak short-term outlook and sluggish growth outside its Imaging segment.
CAJPY’s profitability is pressured by tariffs, cost inflation, and an unfavorable m
2026-06-11
finance.yahoo.com
2026-06-11
Yahoo Finance
Musk to Address ASML Event as SpaceX IPO Nears and Terafab Plans Advance (SPCX)
Fiona Craig
Thu, June 11, 2026 at 3:44 AM PDT 3 min read
SPCX
0.00%
ASML
-2.45%
TSLA
-3.80%
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Elon Musk is set to make a virtual appearance at a technology event hosted by semiconductor equipment leader ASML on Thursday, where he is expected
2026-06-11
www.gurufocus.com
2026-06-11
GuruFocus
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2026-06-11
seekingalpha.com
2026-06-11
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2026-06-11
www.reuters.com
2026-06-11
Reuters
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