Elon Musk rejects TSMC Terafab deal, backing Intel 14A nodeMembers
Tesla and SpaceX will build and run the $16.8 billion Texas AI chip site directly, while Intel continues technical work on its…
Company watch
All companies →ASML Holding
Every EAB briefing that touches ASML Holding — capital spending, plants, M&A, earnings and policy exposure. 6 briefings.
- First seen
- August 28, 2026
- Latest
- October 7, 2026
- With a linked document
- 5 of 6
- Subject of the briefing
- 1
- Named as exposed
- 5
- Desks
- Semiconductors (6)
TSMC begins 1.4nm pilot wafer runs ahead of 2028 volume rampMembers
The foundry accelerated trial activity across Hsinchu and Taichung as it pre-empts rival nodes from Intel and Samsung for…
TSMC and Samsung set High-NA EUV roadmaps for sub-2nm nodes
The foundries committed to ASML's next-generation lithography tools to bridge patterning limits, facing machine costs near $400…
TSMC warns AI cannot solve physical barriers for 1.4nm chips
Co-Chief Operating Officer Y.J. Mii warns that automated design tools cannot bypass physical manufacturing limits as the foundry…
TSMC revenue rises 53% on AI demand to record NT$514 billion
The Taiwanese contract chipmaker reached NT$514.81 billion in August sales as advanced-node orders widened its global foundry…
Naura and SMEE Accelerate Domestic Tool Shipments to Chinese Fabs
Chinese chipmakers expand procurement of domestic etching and lithography tools as foundries push to insulate production lines…