Tuesday, 14 July, 2026
Feeding the AI Boom: ASML Navigates Supply Bottlenecks and U.S.-China Feud
By TechShots Studio
Semiconductor giant ASML faces intense pressure to justify its massive valuation amid skyrocketing AI chip demand. While top customers like TSMC rush to book its rare $300 million EUV lithography machines through 2027, production constraints limit expansion. Compounding the capacity strain are strict U.S. export controls aimed at freezing out China, which threatens up to 20% of the Dutch firm's sales.
Read full story at REUTERS