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VOICE ARCHIVE

Cagan Koc

@cagankoc
13 posts
2024-07-16
Exclusive: A top Dutch technical university (@TUeindhoven) that is a key feeder for $ASML talent has been caught in the crosshairs of the US-China chip war as Washington seeks to limit Beijing's ability to produce semiconductors https://www.bloomberg.com/...
2024-07-16 View on X
Bloomberg

ASML-funded Eindhoven University faces questions from the US about admitting Chinese students, as the US increasingly seeks to stem China's chipmaking efforts

“I always get questions from Americans about Chinese students,” said Robert-Jan Smits, the president of Eindhoven University of Technology (@BoardTUe), which is located about five miles from @ASMLcompany's global headquarters
2024-07-16 View on X
Bloomberg

ASML-funded Eindhoven University faces questions from the US about admitting Chinese students, as the US increasingly seeks to stem China's chipmaking efforts

@BoardTUe @ASMLcompany A professor at Eindhoven University said it has become increasingly difficult to recruit Chinese students to work on sensitive subjects. Some Chinese students who were supposed to spend 1 year at a chip company after completing their exchange were not allowed to work at the firms
2024-07-16 View on X
Bloomberg

ASML-funded Eindhoven University faces questions from the US about admitting Chinese students, as the US increasingly seeks to stem China's chipmaking efforts

2024-05-21
EXCLUSIVE: $ASML and $TSMC have ways to disable the world's most sophisticated chip machines in the event that China invades Taiwan, according to sources. ASML reassured officials about its ability when the Dutch govt met with the company on the threat https://www.bloomberg.com/...
2024-05-21 View on X
Bloomberg

Sources: in the event that China invades Taiwan, ASML and TSMC have ways to disable their sophisticated chipmaking machines; ASML reassured Dutch officials

- Firms can remotely shut off advanced EUV chip-making machines  — US officials concerned over risk of conflict to chip industry

2024-03-08
Exclusive: Huawei and SMIC relied on US technology to produce an advanced chip in China last year, sources told @mackhawk and me. SMIC used gear from Applied Materials and Lam Research to manufacture an advanced 7-nm chip for Huawei. Details: https://www.bloomberg.com/...
2024-03-08 View on X
Bloomberg

Sources say SMIC used equipment from California-based Applied Materials and Lam Research to manufacture an advanced 7nm chip in China for Huawei in 2023

- SMIC used Applied Materials and Lam equipment to make 7nm chip  — US wants to further limit China's access to foreign chip tech

2024-01-02
Exclusive: Shipments of some $ASML immersion DUV machines to China were canceled following the US request, weeks before export bans on the high-end chipmaking equipment came into effect, according to people familiar with the matter with @JenniferJJacobs https://www.bloomberg.com/...
2024-01-02 View on X
Bloomberg

Sources: ASML canceled shipments of some of its machines to China at the US' request, weeks before export bans on the high-end chipmaking equipment took effect

- ASML canceled shipments of a liminted number of devices  — Biden is cracking down on Beijing's semiconductor industry

2023-04-27
“I never expected to be where we are today” @ASMLcompany now practically owns the market for a critical piece of equipment needed to produce the brains of everything that makes modern life possible. Here's our big take on Europe's most valuable tech firm https://www.bloomberg.com/...
2023-04-27 View on X
Bloomberg

A profile of ASML, the most valuable tech company in Europe, as the US-China chip war escalates; ASML's next apartment-sized machine ships in 2025 for $380M+

In 1984, Martin van den Brink, a young Dutch engineer, joined a newly created venture in a quiet corner of the Netherlands. Tweets: @cagankoc , @tw_seal , @deutschjill , and @thest...

2023-02-18
In the 10 years that Peter Wennink has run $ASML, China has gone from a rounding error to its third-biggest market. After new revelations about data theft linked to the country, questions are now mounting over the risks associated with that growth. https://www.bloomberg.com/...
2023-02-18 View on X
Bloomberg

The theft of ASML's IP in China, the company's third-biggest market, could spark even tighter controls on ASML, creating problems for its growth in the country

In the 10 years that Peter Wennink has run ASML Holding NV, China has gone from a rounding error to the chip-technology company's third-biggest market.

2023-02-16
Exclusive: A China-based former employee stole ASML's data from a technical repository that includes details of the lithography systems. The data came from a so-called product life cycle management program known as Teamcenter. DETAILS: https://www.bloomberg.com/... with @jordanr1000
2023-02-16 View on X
Bloomberg

Sources: a China-based former ASML employee stole data from Teamcenter, a Siemens-made internal tool used to store technical info, in the past couple of months

Bloomberg :

2023-02-15
BREAKING: $ASML said a former employee in China stole data about its proprietary technology and export controls may have been violated as a result. Details: https://www.bloomberg.com/... with @debbywuintaipei
2023-02-15 View on X
Bloomberg

ASML reported a breach to authorities after a former employee in China misappropriated proprietary data, resulting in possible export controls violations

ASML Holding NV, a critical cog in the global semiconductor industry, said a former employee in China stole data about its technology …

2023-01-28
EXCLUSIVE: The US secured a deal with the Netherlands and Japan to restrict exports of some advanced chipmaking machinery to China in talks that concluded Friday in Washington, according to people familiar with the matter. $ASML with @jendeben https://www.bloomberg.com/...
2023-01-28 View on X
Bloomberg

Sources: the Biden administration has secured an agreement with the Netherlands and Japan to restrict exports of some advanced chipmaking machinery to China

President Joe Biden's administration secured an agreement with the Netherlands and Japan to restrict exports of some advanced chipmaking machinery …

2022-11-15
Feature: ASML, a critical player in the global chip industry, turned a sleepy Dutch suburb into a boomtown, but local activists and politicians are concerned the company is growing too big, too fast. by @DBaazil and @April__Roach https://www.bloomberg.com/...
2022-11-15 View on X
Bloomberg

Some local people in Veldhoven, a small town in the Netherlands, worry that critical semiconductor component maker ASML is growing too big, too fast

Bloomberg :

2022-02-09
Dutch semiconductor equipment giant ASML has warned that an affiliate of a Chinese company it previously accused of stealing its trade secrets has begun marketing products that could infringe on its intellectual property rights. by @debbywuintaipei https://www.bloomberg.com/...
2022-02-09 View on X
Bloomberg

Dutch company ASML, which develops essential chipmaking machines, says an affiliate of a Chinese company has begun marketing products that infringe on its IP

ASML Holding NV has warned that an affiliate of a China company it previously accused of stealing its trade secrets … Tweets: @cagankoc , @trevorcroker , and @tom_fowdy Tweets: Cag...