Sunday, April 26, 2026

ASML says it plans to make at least 60 of its standard EUV machines this year, 36% more than it sold in 2025, as it races to meet demand for making AI chips (Kim Mackrael/Wall Street Journal)

Kim Mackrael / Wall Street Journal:
ASML says it plans to make at least 60 of its standard EUV machines this year, 36% more than it sold in 2025, as it races to meet demand for making AI chips  —  ASML is the only supplier of the machines needed to make cutting edge AI chips at scale  —  VELDHOVEN, the Netherlands …



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SK Group Chair Chey Tae Won says Anthropic has asked SK Hynix for supplies to make its own chips, calling it remarkable that an AI developer has chip ambitions (Ian King/Bloomberg)

Ian King / Bloomberg : SK Group Chair Chey Tae Won says Anthropic has asked SK Hynix for supplies to make its own chips, calling it remar...