MarketPulse

chipmaking equipment

2 articles
The Motley FoolThe Motley Fool··Micah Zimmerman

ASML Faces Existential China Risk as MATCH Act Threatens $13B Revenue Stream

U.S. MATCH Act threatens to eliminate ASML's $13B China revenue (33% of sales) through export bans on chipmaking equipment. Monopoly on EUV tech remains intact.
INTCASMLChina restrictionssemiconductor manufacturing
The Motley FoolThe Motley Fool··Will Healy

Wall Street's Hidden AI Champions: ASML and Innodata Surge While Investors Sleep

ASML and Innodata, two overlooked AI enablers, posted robust 2025 growth—16% revenue and 27% net income for ASML; 48% revenue growth for Innodata—capturing Wall Street attention amid the AI boom.
TSMINTCASMLINODartificial intelligenceAI stocks