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Thursday, 27 August 2026
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ASML

2 CÈ pieces since 12 May 2026: 1 intel item, 1 essay. Newest first. All companies →

  1. Intel

    The export ban has a shelf life: a Shanghai firm starts mass-producing immersion DUV tools

    The Information reported on 27 July that a state-backed Shanghai firm began producing domestic immersion DUV lithography machines, five this year and twenty next, for SMIC, CXMT and Hua Hong. ASML fell about 7 percent intraday.

  2. Essay

    MTI raised the 2026 forecast. Manufacturing had its worst quarter since 2023.

    Singapore posted Q1 GDP up 4.6 percent year on year. Manufacturing fell 4.9 percent quarter on quarter, the steepest single-quarter drop since 2023. The AI hardware tailwind has rolled off.