South Korean markets are smashing records as AI-driven semiconductor optimism converges with sweeping corporate governance reforms. The Kospi has soared 72% this year, outpacing regional peers and signaling a potential end to the long-standing “Korea discount” that has plagued valuations for decades
Malta’s semiconductor sector generates €1bn in exports and aims to evolve from manufacturing hub to innovation ecosystem. But can this Mediterranean nation compete globally amid talent shortages and fierce competition?
Slower Semiconductor Recovery Tempered by Broader Economic Uncertainty Texas Instruments has delivered a sobering assessment of the semiconductor industry’s recovery…
ASML Holding NV has seen its stock price rally approximately 50% from early August levels, fueled by strong quarterly results and sustained AI-related semiconductor demand. The company’s exclusive position in supplying extreme ultraviolet lithography machines makes it a critical enabler in the advanced chip manufacturing ecosystem. However, export restrictions to China pose significant future challenges.
ASML Holding NV (NASDAQ:ASML), the Dutch semiconductor equipment manufacturer, has reportedly witnessed its stock surge by nearly 50% since early August, with an 8% gain in the past week alone, according to financial analysis. This impressive rally comes after a period of market uncertainty and appears to be driven by renewed optimism about the semiconductor cycle, robust quarterly performance, and persistent demand for artificial intelligence chips. Sources indicate that ASML’s unique role as the sole supplier of extreme ultraviolet (EUV) lithography technology positions it as an essential contributor to the ongoing AI and computing revolution.
Lawmakers are negotiating significant technology restrictions aimed at China as part of the annual defense authorization bill. The Senate’s aggressive proposals face opposition from both industry groups and the White House, setting up a contentious conference process.
Congress is using the annual National Defense Authorization Act to advance several technology restrictions targeting China, according to reports, though significant differences between House and Senate versions suggest a contentious negotiation ahead. The Senate passed its FY26 NDAA draft in October, while the House approved its version in September, with lawmakers now working to reconcile the two proposals amid an ongoing government shutdown.
The Rise: Japan’s Semiconductor Golden Age During the 1980s, Japan’s semiconductor industry wasn’t just competitive—it was dominant. Companies like NEC…
The Accelerating Quantum Landscape As the second quantum revolution gains momentum, industry leaders are recognizing that technological advancement is outpacing…
Intel’s Strategic Outreach to Saudi Arabia In a significant move that could reshape global semiconductor manufacturing dynamics, Intel CEO Lip-Bu…
