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Oracle’s stock has fallen 40% since Safra Catz announced her exit. Its latest earnings didn’t calm investors.

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Freed Nvidia engineer Avinatan Or meets Jensen Huang at U.S. headquarters

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ASML

5 stories about ASML

ציוד של ASML המשמש לייצור מוליכים למחצה

ASML warns of delays as China restricts rare earth exports

12.10.25|Omer Kabir

Beijing’s latest move threatens to disrupt the world’s most advanced chipmaking operations.

מייסד משותף ו מנכ"ל מיסטרל AI ארתור מנש 2.11.23

ASML to invest $1.5 billion in Mistral at over $11 billion valuation

07.09.25|CTech, Reuters

According to Reuters, the Dutch supplier of advanced chipmaking equipment is poised to become the largest shareholder in the French artificial intelligence startup.

מנכ"ל אנבידיה ג'נסן הואנג

U.S. export crackdown triggers $5.5B hit for Nvidia, rattles ASML forecasts

16.04.25|CTech and Reuters

Tech giants brace for long-term market fragmentation in AI hardware race

פרוסת סיליקון נכנסת ל מכונת מדידה של נובה בתהליך ייצור שבבים

ASML forecast cuts $1 billion from Israeli chip manufacturer Nova’s market cap

21.10.24|Adiel Eithan Mustaki

Nova, Tower, and Camtek face steep losses after ASML signals slower growth for 2025, impacting global chip demand.

ציוד של ASML המשמש לייצור מוליכים למחצה

The price of failure: Dutch company's chip monopoly born from a bad bet by Intel

15.04.24|Omer Kabir

China or the US, who holds the real power in the global chip industry? Behind the investments in manufacturing giants such as Intel and TSMC is an assumption that whoever controls chip production has the power to direct the future of the global economy. But the real power may not be in the hands of the chip manufacturers themselves, but rather ASML, the company that owns the technology to manufacture the expensive machines that are used to manufacture the chips.