2 Bloomberg: #Samsung sits at the heart of a transformation that has made #Asia a cornerstone of the global #AIecosystem, pairing #chipmaking dominance with expanding #data #infrastructure. 🧵
#ASML has made a #breakthrough in extreme ultraviolet (#EUV) #chipmaking technology, significantly increasing the power of a critical light source. This advancement could boost chip output by 50% by the end of the decade, solidifying ASML’s lead in the EUV market. The company’s strong performance in 2025 resulted in record sales. https://www.benzinga.com/markets/tech/26/02/50806801/asmls-latest-euv-breakthrough-puts-would-be-rivals-further-behind?eicker.news #tech #media #news
ASML's Latest EUV Breakthrough Puts Would-Be Rivals Further Behind - ASML Holding (NASDAQ:ASML)

ASML pushes chipmaking limits with EUV power breakthrough, targeting 50% increase in output and record 2025 results driven by AI demand.

Benzinga
The #US and #Taiwan have reached a #tradeagreement where Taiwanese companies will invest $250 billion in U.S. #chipmaking. In return, the U.S. will limit #tariffs on Taiwan. This agreement aims to incentivise Taiwanese companies like #TSMC to expand their U.S. operations and reduce reliance on Taiwanese production. https://www.cnbc.com/2026/01/15/us-taiwan-chips-deal-china.html?eicker.news #tech #media #news
The World's Most Important Machine

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TSMC faces serious threats from attempted trade secret theft and U.S. tariff uncertainty, but its technological dominance and strategic importance keep Taiwan’s “silicon shield” intact — for now. https://www.japantimes.co.jp/commentary/2025/08/08/tsmcs-crown-cant-be-tarnished/?utm_medium=Social&utm_source=mastodon #commentary #taiwan #tsmc #tariffs #semiconductors #chipmaking
Espionage and tariffs can’t tarnish TSMC’s crown

It’s been a long week for the world’s largest chipmaker. But it’s still selling the shovels during an AI gold rush.

The Japan Times