EPISODE · Jun 6, 2026 · 9 MIN

ASML Rises While Chip Stocks Fall What EUV Means Now

from Semiconductor News with Fexingo: Chips, Foundries, and the Global Semiconductor Industry · host Fexingo

Episode 34 of Semiconductor News with Fexingo looks at ASML's surprising resilience as the rest of the chip sector slides. While NVIDIA, AMD, and Intel all dropped sharply in the past week, ASML gained 0.8%. Lucas and Luna dig into why that divergence matters—touching on EUV lithography's unique position, the gap between equipment makers and chip designers, and what the sell-off in stocks like Broadcom and Micron tells us about investor sentiment heading into mid-2026. They also discuss the Google-SpaceX compute deal and what it means for AI chip demand. A focused, data-driven conversation for anyone following the semiconductor industry. #ASML #EUVLithography #SemiconductorStocks #ChipIndustry #NVIDIA #AMD #Intel #Broadcom #Micron #ChipEquipment #TechInvesting #AIComputing #GoogleSpaceX #SemiconductorNews #FexingoBusiness #BusinessPodcast #TechnologyPodcast #MarketAnalysis Keep every episode free: buymeacoffee.com/fexingo

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