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A deep dive into how ASML became a chokepoint for making cutting-edge chips by betting on EUV, close collaboration with TSMC and the US government, and more (Neil Hacker/Works in Progress)
Neil Hacker / Works in Progress: A deep dive into how ASML became a chokepoint for making cutting-edge chips by betting on EUV, close collaboration with TSMC and the US government, and more — By betti
Neil Hacker / Works in Progress: A deep dive into how ASML became a chokepoint for making cutting-edge chips by betting on EUV, close collaboration with TSMC and the US government, and more — By betting on extreme ultraviolet lithography long before it worked, ASML became the chokepoint for cutting-edge chips.
Related
- ASML reports Q1 net sales of €8.8B, above €8.5B est., a €2.8B net profit, above €2.5B est., and raises 2026 net sales forecast to €36B to €40B from €34B to €39B (Arjun Kharpal/CNBC)
- ASML says South Korea surpassed China as its largest market in Q1 2026, with shipments hitting 45% of net system sales, or €2.84B, up from 22% in Q4 2025 (Sarah Jacob/Bloomberg)
- Netherlands-based ASM, whose deposition tools are used to make advanced chips, projects Q2 revenue of ~€980M, above €886.8M est., driven by AI demand (Sarah Jacob/Bloomberg)
- The value of US government's stake in Intel has increased fourfold to ~36B, since an August 2025 announcement that the US will buy a stake worth 8.9B (Bloomberg)
Source: Techmeme | 2026-04-27