EU mid-market update: Red across global markets but bond selloff at forefront of damage; Macro focus on US inflation on Wed ...

Then she makes her way over ... 1 course at ASML’s training center, where she familiarized herself with the EUV machine’s parts: the scanner (the part with the mirrors that focus the light ...

I got a rare look at the one tool responsible for all the tech in your life. It’s made by a company you’ve never heard of.

But the AI revolution has only just begun. Today’s most powerful AI models, often referred to as “frontier AI,” can handle ...

- Canada's response to US trade policies includes C$150B in retaliatory tariffs, escalating tensions. Simultaneously, there's ...

In the previous coverage, I have already defined my total return investment strategy, trying to buy quality companies at their fair value but rarely investing in turnarounds: While I focus on ...

This high level of investment in research points to ASML’s high focus on maintaining its market lead. Moreover, Capex has also seen rapid growth. This has increased from €0.4B in FY14 to ~€1 ...

Indeed, the fact that TSMC needs ASML more than the other way around should bode well for ASML. Still, with the shrinking revenue, it is likely cheaper for a reason. Indeed, paying a higher-than ...

Of the two companies, ASML appears to have the edge on which is the more foundational technology. ASML has had (at least until recently) a monopoly on extreme ultraviolet (EUV) lithography.

However, the really noteworthy nugget for ASML investors came in TSMC's earnings call, when the company projected that its capital expenditures would rise from $30 billion in 2024 to around $40 ...