Semiconductor News & Analysis Feed
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2026-06-18
finance.yahoo.com
2026-06-18
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2026-06-18
digitimes.com
2026-06-18
Taiyo Yuden is preparing to accelerate production of multilayer ceramic capacitors, or MLCCs, as AI servers and hyperscale data centers tighten supply across the global component market. But the Japanese supplier is resisting the kind of broad price increases now spreading through parts of the industry.
2026-06-18
digitimes.com
2026-06-18
Imec, ASML and TSMC have demonstrated a 300mm integration route for 2D-material n-type and p-type field-effect transistors, marking a step toward moving atomically thin channel materials from laboratory devices closer to semiconductor manufacturing.
2026-06-18
www.hpcwire.com
2026-06-18
HPCwire
www.hpcwire.com
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2026-06-18
wccftech.com
2026-06-18
Wccftech
By now, everyone and their grandmother is familiar with ASML, the sole provider of EUV (Extreme Ultraviolet) capable lithography machines in the world.
As hyperscalers continue to aggressively build out compute, we constantly discover new bottlenecks at almost every level of Jensen's five-layer AI cake, down to an insulating film supplied by, of all things, an MSG manufacturer. Yet for all the no
2026-06-18
news.alphastreet.com
2026-06-18
AlphaStreet
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ASML (ASML) Has an EUV-and-Service Engine Bigger Than an AI-Capex Proxy
ANALYSIS
ASML (ASML) Has an EUV-and-Service Engine Bigger Than an AI-Capex Proxy
$ASML
June 17, 2026
5 min read
X
in
f
ASML Holding N.V. (ASML) is easy to flatten into a single trade: if investors feel good about AI data-center spending, they feel good about ASML, and if wafer-fab budgets wobble, the stock i
2026-06-18
seekingalpha.com
2026-06-18
Seeking Alpha
ASML CEO says need to make sure no supply constraints for new projects like Musk’s Terafab
Jun 17, 2026, 1:57 PM ETASML Holding N.V. (ASML) Stock, SPCX StockINTC, TSMBy: Ravikash Bakolia, SA News Editor
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ASML's (ASML) CEO Christophe Fouquet said the chip equipment maker has to make sure it does not experience supply constraints when servicing new proj
2026-06-18
www.investors.com
2026-06-18
Investor's Business Daily
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2026-06-18
finance.yahoo.com
2026-06-18
Yahoo Finance
Why Is ASML Stock Up Again Today?
Rich Smith, The Motley Fool
Wed, June 17, 2026 at 9:01 AM PDT 2 min read
ASML.AS
+4.10%
NVDA
-0.04%
SPCX
-2.79%
Explore stocks on Coinbase
Trading disclosure
ASML Holding (NASDAQ: ASML) stock got a modest 1.6% bump on Monday, lost it all on Tuesday, but is up again even more on Wednesday -- 6.1% through 11:25 a.m. ET. And why?
It may surprise you to learn that I
2026-06-17
www.bloomberg.com
2026-06-17
Bloomberg.com
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2026-06-17
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2026-06-17
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2026-06-17
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2026-06-17
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2026-06-17
sg.finance.yahoo.com
2026-06-17
Yahoo Finance Singapore
Is ASML (ASML) The Best Undervalued AI Stock?
Fahad Saleem
Wed, 17 June 2026 at 8:27 am GMT-7 2 min read
ASML
+7.04%
TSM
+3.08%
005930.KS
+1.02%
INTC
+3.54%
We just covered Billionaire Dan Loeb Pivots to AI and Sells Old Economy Stocks: His Top 7 AI Picks. ASML Holding (NASDAQ:ASML) ranks #6 (see Billionaire Dan Loeb’s Top 5 AI Stock Picks).
Billionaire Dan Loeb’s Stake: 12,000 Shares Valued at
2026-06-17
www.quiverquant.com
2026-06-17
Quiver Quantitative
ASML Holding N.V. (ASML) is up 5.9% today. Here is some analysis on what might have caused this price movement.
Analysis: The move appears tied to renewed optimism that ASML can expand EUV tool output more than previously modeled, improving the company’s medium-term revenue and margin runway. That theme has been reinforced by a wave of higher sell-side price targets and by ASML’s own strong 2026
2026-06-17
www.investing.com
2026-06-17
Investing.com
www.investing.com
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2026-06-17
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2026-06-17
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ASML Holding N.V. - New York Registry Shares Stock 12‑Month Price Target Raised to $1853.04, Implies 3% Upside
ASML Holding N.V. - New York Registry Shares Stock 12‑Month Price Target Raised to $1853.04, Implies 3% Upside
Less than 1 min read
ASML
+3.68%
According to estimates from 11 analysts, ASML Holding N.V. - New York Registry Shares stock's average price target has risen
2026-06-17
finance.yahoo.com
2026-06-17
Yahoo Finance
ASML (NasdaqGS:ASML) Stock Is Back In Focus As Musk Eyes Its EUV Tools
Bailey Pemberton
Wed, June 17, 2026 at 2:12 AM PDT 3 min read
ASML
+5.40%
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Elon Musk has engaged with ASML Holding regarding access to its extreme
2026-06-17
digitimes.com
2026-06-17
Samsung Electro-Mechanics (Semco) is rapidly gaining ground in the silicon capacitor market as AI infrastructure investment and technology upgrades accelerate demand. After landing its first major silicon capacitor order, the company is in talks with additional potential customers, while its multilayer ceramic capacitor (MLCC) business is also expanding and operating profit is expected to hit a re
2026-06-17
finance.yahoo.com
2026-06-17
Yahoo Finance
Here's Why ASML (ASML) Fell More Than Broader Market
Here's Why ASML (ASML) Fell More Than Broader Market · Zacks
Zacks Equity Research
Tue, June 16, 2026 at 2:45 PM PDT 3 min read
ASML.AS
+1.87%
^GSPC
-0.57%
^DJI
+0.64%
^IXIC
-1.15%
ASML (ASML) closed the most recent trading day at $1,803.89, moving -4.69% from the previous trading session. This move lagged the S&P 500's daily loss of 0.57%. Mea
2026-06-17
finance.yahoo.com
2026-06-17
Yahoo Finance
Elon Musk Just Delivered Fantastic News for ASML Stock Investors
Lee Samaha, The Motley Fool
Tue, June 16, 2026 at 1:39 PM PDT 3 min read
ASML.AS
+1.90%
SPCX
+4.83%
NVDA
-2.37%
TSLA
-1.58%
INTC
-8.45%
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Trading disclosure
Tesla (NASDAQ: TSLA) and Space Exploration Technologies (NASDAQ: SPCX), or SpaceX, CEO Elon Musk recently addressed ASML (NASDAQ: ASML) employees during