Jensen Huang & ASML
3 shared events · Importance 3 · Last updated Aug 02, 2026
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Business
Jensen Huang: Nvidia's CEO is quoted praising TSMC and warning Elon Musk about manufacturing difficulties, adding credibility to TSMC's position.
ASML: ASML is highlighted as a vital monopoly in EUV lithography, with strong demand and capacity expansion plans. However, it is viewed as less attractive than TSMC due to lower growth and higher valuation.
Jul 19, 2026 · 6 articles
Business
Jensen Huang: Nvidia CEO Jensen Huang reaffirmed SK Hynix as Nvidia's largest memory partner and warned of persistent chip shortages.
ASML: ASML supplies EUV lithography equipment to SK Hynix for advanced chip manufacturing, benefiting from the company's capacity expansion.
Apr 20, 2026 · 247 articles
Business
Jensen Huang: Suggested Marvell could be next trillion-dollar company.
ASML: Fell 4% in European Union — European trading; reported higher profit but stock fell.
Apr 20, 2026 · 344 articles
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