asml

ASML will supply the lithography toolset for Tata's Dholera 300mm fab, which Tata Electronics has costed at US$11 billion and aimed at 28nm-110nm chips for AI, automotive and mobile applications.

ASML posted 8.8 billion euros in Q1 2026 net sales and upgraded its full-year outlook, citing accelerating capacity expansions at memory and logic customers chasing AI infrastructure demand.

Beijing is mandating domestic sourcing for new fabs and racing to build an independent semiconductor equipment supply chain, with three Chinese firms now in the global top 20 and a prototype EUV machine reportedly under assembly.

ASML's CTO reveals plans to build packaging, bonding, and inspection tools that move the company beyond EUV lithography and into the broader AI semiconductor supply chain.

Belgium's imec launches NanoIC, a sub-2nm semiconductor pilot line backed by 2.5 billion euros in public and private funding, marking Europe's biggest bet yet on closing the gap with Asian and American chipmakers.