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ASML Holding

ASML Holding

Semiconductor equipment manufacturer

Appears in 2 stories

Stories

Huawei rebuilds global smartphone ambitions on homegrown chips despite US export controls

New Capabilities

The Dutch company that holds a global monopoly on extreme ultraviolet lithography machines, the equipment essential for manufacturing chips below 7 nanometers at competitive cost. - Barred from selling advanced lithography systems to Chinese customers

In May 2019, the United States placed Huawei on an export blacklist, cutting the world's largest telecom equipment maker off from American chips, software, and chipmaking tools. Seven years later, Huawei launched its Mate 80 Pro smartphone globally from a stage in Madrid, powered entirely by a processor designed in-house and manufactured by China's largest chipmaker using equipment the US tried to deny it. The phone runs on HarmonyOS, an operating system Huawei built from scratch after losing access to Google's Android services.

Updated 2 days ago

TSMC's $56 billion bet on AI supremacy

Money Moves

The Dutch company that makes the only machines capable of printing the smallest chip features—TSMC cannot build advanced chips without ASML equipment. - Q4 2025 revenue €32.7B, 2026 guidance €34-39B, backlog €38.8B through 2027

TSMC manufactures over 90% of the world's most advanced chips. On January 15, 2026, the company announced it would spend up to $56 billion this year—a 37% increase from 2025—to expand capacity for AI processors. Net profit jumped 35% to a record $16 billion, and the company projected 30% revenue growth for 2026. The same day, the U.S. and Taiwan finalized a $250 billion trade agreement committing Taiwanese companies to expand semiconductor manufacturing in America.

Updated Feb 4