• ASML, TSMC, and Imec have demonstrated a scalable 300mm manufacturing flow for 2D-material transistors, marking a significant step toward industrial adoption of post-silicon logic devices.
  • Goldman Sachs reaffirmed its 'buy' rating on ASML, reinforcing Wall Street confidence in the company's long-term earnings and dominance in semiconductor lithography.
  • Investors returned to AI and chip stocks in a broad tech-led rally, as both the S&P 500 and Nasdaq traded sharply higher, fueled by a preliminary US-Iran peace deal.