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ASML, factory overcapacity
ASML's lowered forecast suggests factory overcapacity, not chip doom
ASML's deep forecast cuts that sparked a global tech stock selloff signal overcapacity at chip factories rather than a slowdown in global semiconductor demand, analysts said. While the weaker 2025 sales outlook from the chip equipment maker on Tuesday raised fears of faltering global semiconductor demand,
ASML’s Lowered Outlook Sparks Concerns Over Factory Overcapacity
ASML's downgraded 2025 sales forecast has sparked a major sell-off in chip stocks, causing concerns about potential faltering global chip demand. However,
ASML’s lowered outlook suggests factory overcapacity, not chip doom
The weaker outlook could reflect some overcapacity at chip factories that had already stocked up on ASML's pricey tools during the pandemic Computer chip equipment maker ASML's deep cuts to its 2025 sales forecast sparked a sell-off in chip stocks on Tuesday over worries that global chip demand may be faltering.
Digi Times
8h
China Shock 2.0: global shipping rates signal end of overcapacity or new slowdown?
Amid sluggish domestic consumption and waning investment, China's manufacturing overcapacity—the vast output of the "world's ...
21h
Disappointing numbers for Dutch semiconductor giant ASML bring scrutiny to chip industry
A leaked Q3 earnings report showed Europe’s biggest tech company had to revise its financial guidance for 2025 after ...
Electrek
4h
Volkswagen’s state-of-the-art EV plant is on the brink of collapse
People are angry, cars aren’t selling, and now for the first time ever Volkswagen is likely to close one of its factories in Europe.
2d
US startup Lyten to invest over $1 bln in Nevada lithium-sulfur battery factory
Silicon Valley startup Lyten announced on Tuesday its plan to build the world's first gigafactory for lithium-sulfur batteries in Reno, Nevada, as companies seek to capitalize on the demand for more ...
Automotive News
1d
Audi rejects all offers for Brussels EV plant facing potential closure
Audi's high-cost Brussels site could become the first VW plant to close in Europe. It has struggled due to poor demand the Q8 ...
6d
China’s Reds Need Some Red Team Thinking
The East may be red, but China is doing little to red team its economic policies, choosing instead to build a house of cards ...
4d
on MSN
China’s rate cuts may actually worsen the economy
Without more help on the demand side, China's rate cuts could actually make the economy even worse by exacerbating the ...
1d
on MSN
Chipmakers tumble as ASML forecast cut issues a growth warning to the sector
Chip stocks fell Tuesday. ASML slashed its guidance for 2025, and the sector mulled reports of more potential restrictions on ...
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