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The Latest Breaking News from Tokyo Electron

Trump's tariffs on chipmaking tools could make U.S.-made processors more expensive

Trump's tariffs on foreign chipmaking equipment are set to raise costs for U.S. semiconductor manufacturers, threatening to disrupt investment plans and increase the cost of domestically produced chips.

Tom’s Hardware

Trump wants tighter AI chip export restrictions but may face staffing shortage and other issues

Trump's administration believes restrictions on AI processors exports are not strict enough for close allies, also plans to persuade Japan and the Netherlands to curb services of ASML and TEL machines in China.

Tom’s Hardware

Stock Index Futures Slip as Trump’s Tariffs Fuel Growth Concerns, U.S. Economic Data and Home Depot Earnings on Tap

March S&P 500 E-Mini futures (ESH25) are down -0.21%, and March Nasdaq 100 E-Mini futures (NQH25) are down -0.39% this morning, while Treasury yields also slipped amid worries that U.S. President Donald Trump’s policies could hurt global economic growth.

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2 Semiconductor Stocks That Could Break Out in 2025

These two semiconductor manufacturing equipment stocks could have a big 2025. One is a massive industry leader, while the other is an up-and-coming player.

MarketBeat

New U.S. restrictions will hit Chinese chipmaking tool companies — sanctions aim to slow development of domestic chipmaking tools to replace ASML, others

The new U.S. sanctions against China are meant to hit developers of chipmaking gear rather than chipmakers itself.

Tom’s Hardware

China warns Japan over ramping semiconductor sanctions – threatens to block essential manufacturing materials

Senior Chinese officials have repeatedly warned Japan about ramping semiconductor sanctions hand-in-hand with the U.S.

Tom’s Hardware

U.S. lawmakers ask top fab tool makers about their sales to China

Before tightening export controls, U.S. legislators want to learn about sales of American producers of chipmaking tools to China-based entities.

Tom’s Hardware

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Samsung may start installing its first High-NA EUV litho tool in late 2024

Samsung will be about a year behind Intel in installing ASML's Twinscan EXE:5000 High-NA litho tool for development purposes.

Tom’s Hardware

New US government rules to allow export of some equipment to China by ASML, Tokyo Electron

The U.S. intends to add 120 Chinese entities to its Entity List, to close loopholes that enable Chinese chipmakers to obtain American chipmaking tools.

Tom’s Hardware

Trump, Biden, and AI send chip shares on a wild ride

Semiconductor shares have recovered slightly after a grim Wednesday that made for the Nasdaq's worst day in two years.

Fortune

Asian Markets Drop With Wall St As Biden Sparks Fresh Chip Fears

Asian markets sank with Wall Street on Thursday after a warning from the White House that it would target firms supplying China with key semiconductor technology, and Donald Trump's comments on crucial chip supplier Taiwan.

International Business Times

U.S. planning 'draconian' sanctions against China's semiconductor industry: Report

U.S. government wants to further restrict curbs for China's semiconductor sector as foreign companies still sell fairly advanced tools to Chinese entities.

Tom’s Hardware

Stock Index Futures Plunge With Tech Under Pressure, U.S. Economic Data and Earnings in Focus

September S&P 500 E-Mini futures (ESU24) are down -0.79%, and September Nasdaq 100 E-Mini futures (NQU24) are down -1.22% this morning as concerns over stricter U.S. restrictions on Chinese trade and semiconductor technology weighed on sentiment, while investors awaited a fresh batch of U.S. economic data and the next round…

Barchart

Tokyo Electron's new tool can reduce the necessity for EUV double patterning and improve yield

Tokyo Electron unveils the Acrevia tool, which can improve patterning with gas cluster beam technology.

Tom’s Hardware

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International Business Times

Rapidus 'Last Opportunity' To Put Japan Back On Global Chip Map

Japan's Rapidus project that brings together some of the world's biggest companies is the "last opportunity" to put the country's once-dominant semiconductor sector back on the global map, its chairman warned.

Tom’s Hardware

Chipmaking to go subzero — 3D flash memory manufactured at -70C with next-gen tool

SK Hynix reportedly says 3D NAND chipmaking goes subzero as higher flash memory stacks must be produced at -70C temps.

Fortune

Japan's chipmaking companies can't quit the China chip market, despite Washington and Tokyo's controls

Companies like Tokyo Electron and Kokusai are finding a big market in China for older chipmaking equipment.

Tom’s Hardware

Kioxia and WD to Present Details on 3D NAND With 300+ Layers

Kioxia, Western Digital, and Tokyo Electron will present papers covering next-generation 3D NAND memory with over 300 – 400 layers.

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Tribune News Service

Secretive chip startup may help Huawei circumvent US sanctions

When the US government blacklisted Huawei Technologies Co. as a national security threat, it cut the Chinese company off from buying American semiconductors and other critical technologies. Now Huawei may have a path around those restrictions.

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