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ASML’s, Billion ASML’s €120 Billion Tailwind: EU Chips Act 2.0 Fuels Rally, but Valuation Questions Mount 30.05.2026 - 14:41:25 | boerse-global.de ASML shares surge 111% in a year on AI demand and EU semiconductor push, but trade at 19% above Morningstar fair value. Key support at €1,355. ASML’s €120 Billion Tailwind: EU Chips Act 2.0 Fuels Rally, but Valuation Questions Mount - Foto: über boers

ASML EU Chips Act Semiconductor Industry AI Infrastructure Lithography Equipment EUV Lithography Market Valuation Investment Strategy

Eurizon Asset Management Slovakia sprav. spol. a.s. Takes $1.99 Million Position in Taiwan Semiconductor Manufacturing Company Ltd. $TSM - MarketBeat

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Infineon's €100 Billion Valuation Faces a Macro Crucible as Morgan Stanley and Deutsche Bank Set S - AD HOC NEWS

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www.ad-hoc-news.de 2026-05-30 AD HOC NEWS

Infineons, Billion Infineon's €100 Billion Valuation Faces a Macro Crucible as Morgan Stanley and Deutsche Bank Set Sights Above €90 30.05.2026 - 11:11:36 | boerse-global.de Infineon Technologies stock doubles on AI power semiconductor demand, with Deutsche Bank and Morgan Stanley raising targets; macro data this week may test rally. Infineon's €100 Billion Valuation Faces a Macro Crucible as Mo

Infineon Semiconductor Artificial Intelligence Power Semiconductor AI Data Center Deutsche Bank Morgan Stanley Market Valuation

215,838 Shares in Taiwan Semiconductor Manufacturing Company Ltd. $TSM Purchased by Eurizon Capital SGR S.p.A. - MarketBeat

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48,443 Shares in Qualcomm Incorporated $QCOM Purchased by Eurizon SLJ Capital Ltd - MarketBeat

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12,252 Shares in Qualcomm Incorporated $QCOM Acquired by Fideuram Asset Management Ireland dac - MarketBeat

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Eurizon Capital SGR S.p.A. Makes New Investment in Qualcomm Incorporated $QCOM - MarketBeat

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Taiwan's MediaTek says it supports both TSMC and Intel's advanced packaging technologies - Reuters

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www.reuters.com 2026-05-29 Reuters

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EU Chips Act 2.0 draft shifts focus toward stimulating semiconductor demand - MLex

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www.mlex.com 2026-05-29 MLex

By Júlia Tar and Matthew Newman ( May 29, 2026, 10:02 GMT | Insight) -- The European Commission is placing greater emphasis on demand-side measures under its proposed Chips Act 2. 0, seeking to generate new demand for semiconductors through AI Factories, AI Gigafactories, cloud infrastructure and closer links between chipmakers and industrial users, according to a draft annex. A draft annex to the

EU Chips Act Semiconductor demand AI Factories Chip manufacturing European semiconductor Artificial intelligence chips Supply chain security Technology policy

EU Chips Act 2.0 draft shifts focus toward stimulating semiconductor demand - MLex

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www.mlex.com 2026-05-29 MLex

EU Chips Act 2.0 draft shifts focus toward stimulating demand By Júlia Tar and Matthew Newman May 29, 2026, 10:02 AM GMT The European Commission is placing greater emphasis on demand-side measures under its proposed Chips Act 2.0, seeking to generate new demand for semiconductors through AI Factories, AI Gigafactories, cloud infrastructure and... To view the full article, register now. FREE A

EU Chips Act Semiconductor Industry AI Chips Chip Demand European Commission AI Infrastructure Semiconductor Manufacturing Supply Chain

EU Chips Act 2.0 draft shifts focus toward stimulating demand - MLex

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www.mlex.com 2026-05-29 MLex

By Júlia Tar and Matthew Newman ( May 29, 2026, 10:02 GMT | Insight) -- The European Commission is placing greater emphasis on demand-side measures under its proposed Chips Act 2. 0, seeking to generate new demand for semiconductors through AI Factories, AI Gigafactories, cloud infrastructure and closer links between chipmakers and industrial users, according to a draft annex. A draft annex to the

EU Chips Act Semiconductor industry Demand stimulation AI factories Chip manufacturing Industrial collaboration European Commission Technology development

EU Chips Act 2.0 draft shifts focus toward stimulating semiconductor demand - MLex

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www.mlex.com 2026-05-29 MLex

By Júlia Tar and Matthew Newman ( May 29, 2026, 10:02 GMT | Insight) -- The European Commission is placing greater emphasis on demand-side measures under its proposed Chips Act 2. 0, seeking to generate new demand for semiconductors through AI Factories, AI Gigafactories, cloud infrastructure and closer links between chipmakers and industrial users, according to a draft annex. A draft annex to the

EU Chips Act semiconductor industry AI chips semiconductor demand stimulation European semiconductor policy AI infrastructure chip manufacturing industrial policy

European Commission prepares Chips Act 2.0 to boost semiconductor resilience - Digital Watch Observatory

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dig.watch 2026-05-29 Digital Watch Observatory

Home | Updates | European Commission prepares Chips Act 2.0 to boost semiconductor resilience Leading-edge semiconductors are central to the initiative, with applications across defence, AI, automotive systems and high-performance computing. The European Commission is preparing a Chips Act 2.0 aimed at strengthening Europe’s semiconductor resilience, reducing strategic dependencies, and supporti

Chips Act Semiconductor Industry Digital Sovereignty Supply Chain Security AI Chips Advanced Process Nodes Nanometer Chips Defense Technology

IC Coder: Leveraging AI to Solve Chip Verification Pain Points and Seeking Financing - eu.36kr.com

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eu.36kr.com 2026-05-29 eu.36kr.com

IC Coder uses AI to solve pain points in chip verification and seeks financing 蔡杰涛 2026-05-29 17:13 Chengdu Pengye Jiantu Technology enters the chip design and verification process with IC Coder, attempting to use AI Agent to reconstruct the inefficient links in the front-end R & D of FPGA and digital IC. The Chip Design and Verification Stage Remains a Bottleneck for R&D Efficiency There has

Chip Design AI-assisted Development Chip Verification FPGA Development Digital IC Design EDA Tool Integration AI Agent Platform AI Closed-loop Verification

In China, AMD CEO Lisa Su is understated while Nvidia's Huang is more razzmatazz - Reuters

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Infineon Technologies AG: Release according to Article 40, Section 1 of the WpHG [the German Securities Trading Act] with the objective of Europe-wide distribution - TradingView

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