ASML reports Q4 net sales of €9.7B, vs. €9.6B est., and €2.84B net profit, vs. €3.01B est., and says it expects China to account for 20% of its total 2026 sales
ASML reported on Wednesday orders that smashed past expectations while 2026 sales guidance was also ahead …
ASML reports record quarterly bookings of €13.2B in Q4, beating €6.32B est., and projects its 2026 full-year sales at between €34B and €39B, above €35B est.
UpdateBenzinga:ASML Q4 Net Bookings Surge To €13.2B, Includi...Associated Press:ASML: Q4 Earnings Snapshot
Anthropic plans to spend $50B on a US AI infrastructure buildout, starting with Texas and New York data centers in partnership with Fluidstack, opening in 2026
Anthropic announced plans Wednesday to spend $50 billion on U.S. artificial intelligence infrastructure buildout, starting with custom data centers in Texas and New York.
Foxconn reports Q3 revenue up 11% YoY to ~$66.3B, matching est., net profit up 17% YoY to ~$1.86B, vs. $1.63B est., and expects Q4 results to “remain favorable”
Foxconn, the world's largest contract electronics maker, said Wednesday that its third-quarter profit jumped 17% …
ASML reports Q3 net sales of €7.52B, v. €7.79B est., and €2.13B net profit, v. €2.11B est., warning that it expects a “significant” China sales decline in 2026
> [image] Finbarr Bermingham / @fbermingham : ASML sees significant China demand drop, ASML on Wednesday warned that it expected a significant fall in demand from China next year h...
ASML CFO Roger Dassen says the company is “well prepared” for China's curbs on exports of rare earth minerals; source: ASML may face weeks-long shipment delays
ASML Holding NV is “well prepared” for China's curbs on exports of rare earths even as the impact on the wider chips ecosystem …
Jensen Huang says AMD offering a 10% stake to OpenAI is “imaginative” and “surprising” considering that AMD was “so excited about” its next-generation chip
Nvidia CEO Jensen Huang said Wednesday that he's surprised Advanced Micro Devices offered 10% …
Nvidia and OpenAI's wave of circular deals escalates concerns that they're artificially propping up the $1T+ AI market that is tied to every part of the economy
A wave of deals and partnerships are escalating concerns that the trillion-dollar AI boom is being propped up by interconnected business transactions.
Jensen Huang says AMD offering a 10% stake to OpenAI is “imaginative” and “surprising” considering that AMD was “so excited about” its next-generation chip
Nvidia CEO Jensen Huang said Wednesday that he's surprised Advanced Micro Devices offered 10% …
Nvidia and OpenAI's wave of circular deals escalates concerns that they're artificially propping up the $1T+ AI market that is tied to every part of the economy
A wave of deals and partnerships are escalating concerns that the trillion-dollar AI boom is being propped up by interconnected business transactions.
Meta says it will use users' AI chatbot conversations to help personalize ads and content, starting on December 16, but not in the UK, South Korea, or the EU
While users won't be able to opt out from the new policy, the content of some conversations will be automatically excluded
Micron reports Q4 revenue up 46% YoY to $11.32B, vs. $11.22B est., net income up 261% to $3.2B, data center revenue down 22%, and Q1 revenue forecast above est.
Kif Leswing / CNBC :
Micron reports Q4 revenue up 46% YoY to $11.32B, vs. $11.22B est., net income up 261% to $3.2B, data center revenue down 22%, and Q1 revenue forecast above est.
Kif Leswing / CNBC :
Analysis: Meta's Hypernova AR glasses will enter mass production in Q3 2025 to beat Apple to market, but have a modest sales target of 150K-200K over two years
But Analyst Warns Uptake May Be Muted For Now Trevor Mogg / Digital Trends : Meta's ‘Hypernova’ AI smart specs will be an ‘experimental’ device Nickolas Diaz / Android Central : Me...
Sources: a Chinese fab making Huawei's AI chips is set to start production as soon as the end of 2025, with two more due in 2026; the fabs' ownership is unclear
Fabrication plants serving Huawei push to increase production as US cuts off access to Nvidia's top processors
Chinese AI chip designer Cambricon reports H1 2025 revenue up 44x YoY to $405.2M and a ~$144M profit, after Beijing encouraged companies to use homegrown tech
Rachel Yeo / Bloomberg :
President Trump meets with Intel CEO Lip-Bu Tan and says his Cabinet members would continue talks with him in the coming days, after calling for his resignation
President Donald Trump said members of his Cabinet would continue discussions with Lip-Bu Tan in the coming days after meeting …
Sources: Nvidia and AMD agreed to pay the US government 15% of H20 and MI308 chip revenue from China sales, as a condition of export licenses granted last week
Chipmakers agree to unusual arrangement to secure export licences from Trump administration — Nvidia and AMD have agreed …
Sources: Chinese officials have urged the Trump administration to relax HBM chip export controls during trade talks, after the Biden administration ban in 2024
Experts warn dropping restrictions would give Beijing a competitive advantage in artificial intelligence
Sources: the US has started issuing licenses to Nvidia to export H20 chips to China following weeks of inaction, after Jensen Huang met Trump on Wednesday
Jensen Huang personally lobbied president after he reversed course on sale of H20 chips — The US commerce department …