Core Viewpoint - A former engineer from ASML and NXP Semiconductor was sentenced to three years in prison for stealing proprietary chip technology and sharing it with Russia, violating EU sanctions [1][2]. Group 1: Incident Details - The unnamed 43-year-old defendant was convicted of computer hacking and illegal technology assistance to Russia [1]. - The engineer reportedly profited €40,000 (approximately $44,000) from the intellectual property of the chip manufacturers [1]. - The court documents revealed that from May 2023 to August 2024, the defendant shared files related to semiconductor manufacturing equipment and processes with a Russian contact via Signal, Telegram, and Google Drive [1]. Group 2: Legal Proceedings - The defendant admitted to stealing company data from ASML and NXP, stating he saved files for personal use and sent them to a Russian contact without inquiring about the legality [2]. - He was acquitted of charges related to a proposal for establishing a microchip production line, as he did not provide such technical assistance [2]. Group 3: Company Responses - ASML declined to comment on the legal proceedings [3]. - NXP Semiconductor expressed a zero-tolerance policy towards data theft and stated their satisfaction with the court's ruling, emphasizing their cooperation with the prosecution [3].

智通财经APP获悉，阿斯麦(ASML.US)将于7月16日公布第二季度业绩。摩根士丹利发布研报，预计阿 斯麦公司第二季度的订单量会十分可观，这得益于潜在的中国市场需求以及台积电(TSM.US)的重摆脱 困境。然而，从中期到长期来看，大摩预计增长会较为有限，原因是EUV技术的层数增加缓慢导致预 期和估值受到影响，而该行认为这种影响是完全负面的，因此维持"持股观望"评级，目标价660欧元， 这反映了谨慎的增长预期。 2025 年第二季度的出货量会保持良好态势吗? 大摩预计，阿斯麦在 2025 年第二季度的订单量将超过 40 亿欧元，这主要得益于中国市场和台积电。该 行预计中国市场在 2025 财年销售额结构中的占比将会增加，可能从 20%左右提升至 25%左右。大摩的 预测与市场对 2025 财年和 2026 财年收入的共识相符，保持稳定。 市场预计阿斯麦公司会公布一份稳健的业绩报告，并且订单金额将超过 40 亿欧元。大摩认为，存在上 涨的可能性，原因在于(i)中国需求出现转折点，以及(ii)台积电可能重新出现EUV订单，而上一季度此 类订单明显减少。大摩预计该公司还将上调 2025 财年在中国的销售比例指引(可 ...

公众号记得加星标⭐️，第一时间看推送不会错过。 来 源 ：内容 编译自路透社 。 周四，荷兰一家法院判处半导体公司阿斯麦和恩智浦的一名前雇员三年监禁，原因是他与俄罗斯联系 人分享敏感公司技术，违反了欧盟制裁规定。鹿特丹法院判处43岁的赫尔曼·阿克塞诺夫（German Aksenov）犯有计算机入侵罪和非法向俄罗斯提供技术援助罪。 荷兰半导体公司恩智浦告诉路透社，它已配合检方调查。全球最大的芯片制造设备供应商阿斯麦以诉 讼正在进行中为由拒绝置评。 法院表示，制裁旨在限制俄罗斯获取可能在冲突期间为其军队提供帮助的技术。 检方指控，他将信息保存在U盘和硬盘中，并打算将这些U盘和硬盘交给俄罗斯联邦安全局（FSB） 的联系人。 阿克塞诺夫可在未来14天内对裁决提出上诉。 阿克塞诺夫于2023年8月被捕，此后一直被拘留。检方最初指控他出售设计手册并与俄罗斯联邦安全 局（FSB）情报部门联系。 据OM称，德国人A.向俄罗斯联系人出售了荷兰领先芯片制造商（包括ASML、位于奈梅亨的NXP和 位于代尔夫特的初创公司Mapper）的手册和技术文件。据称，这些文件被用来帮助俄罗斯发展自己 的半导体产业，违反了欧盟对俄罗斯实施的制裁 ...

An ex-ASML employee is sentenced to three years in Dutch prison for sharing confidential information from several chip manufacturing companies with Russia https://t.co/YiozXRqcgQ ...

Key Takeaways ASML saw China contribute 27% of Q1 2025 revenues, driven by strong DUV lithography system demand. EUV system exports to China remain restricted under U.S. and Dutch trade controls. ASML stated steady customer behavior but warned of rising uncertainty amid global trade tensions.ASML Holding’s (ASML) sales to China accounted for 27% of first-quarter 2025 total revenues, which was way higher than the earlier expectations of low-20% levels. This increase came mainly from strong demand for Deep ...

Core Insights - The demand for data centers is expected to significantly boost semiconductor stocks for years to come, with companies like NVIDIA leading the market with over 80% share in GPUs [1][2]. Group 1: Semiconductor Companies - ASML is a leader in extreme ultraviolet (EUV) lithography systems, essential for producing advanced chips required for AI applications, achieving 52% year-over-year revenue growth in its latest quarter [3][6]. - Applied Materials provides key technologies for chip manufacturing, including processes necessary for high-performance AI chips, and is expected to see revenue growth of 6.5% to $29 billion by 2025 [7][9]. - KLA specializes in yield management, helping manufacturers improve efficiency and reduce defects in chip production, with analysts raising price targets in anticipation of strong earnings [12][13]. Group 2: Market Trends and Projections - The shift towards more power-efficient chips in hyperscale data centers is driving the need for advanced semiconductor technologies [2][4]. - Generative AI workloads necessitate cutting-edge GPUs and specialized accelerators, which rely on precision manufacturing equipment [5]. - Analysts have set a consensus price target of $923.80 for ASML, indicating a potential gain of over 16%, while KLA's stock is currently above its consensus price target, reflecting strong market expectations [6][12].

Core Viewpoint - ASML is set to announce its quarterly financial results on July 16, which may significantly impact shareholders [1] Company Summary - The stock prices referenced were from the afternoon of July 6, 2025, indicating a specific timeframe for market performance analysis [1] - The video discussing ASML was published on July 8, 2025, suggesting ongoing interest and analysis surrounding the company's financial outlook [1]

Market Capitalization Changes - The market capitalization of major global technology and internet companies has shown varied changes as of July 9, 2025, with notable increases in companies like Tesla, which rose by 1.32% to reach $959.2 billion, and Alibaba, which increased by 1.62% to $257.6 billion [3][4][5]. - Companies such as Netflix and Shopify experienced declines, with Netflix decreasing by 1.11% to $548.8 billion and Shopify dropping by 3.58% to $619.1 billion [3][4]. Notable Performers - AMD saw a significant increase of 2.24%, bringing its market cap to $223.4 billion, while Intel had a remarkable rise of 7.23%, reaching $102.8 billion [5][6]. - Other companies with positive performance include Adobe, which increased by 1.41% to $162.1 billion, and ASML, which rose by 1.15% to $312.2 billion [3][4]. Decliners - Companies like Robinhood and Sea Limited faced declines, with Robinhood decreasing by 2.34% to $824 million and Sea Limited dropping by 1.32% to $894 million [6][7]. - FICO experienced a significant drop of 8.91%, bringing its market cap down to $455 million [7]. Overall Trends - The overall trend indicates a mixed performance across the technology sector, with some companies gaining market value while others are experiencing losses [3][4][5][6].

Scott Silver - Specialist Sales - European TMT AC (44-20) 7134-0412 scott.silver@jpmorgan.com J.P. Morgan Securities plc Europe Specialist Sales 01 July 2025 J P M O R G A N ASML Buyside Survey Hi, We are conducting a buyside survey of investor expectations ahead of results on Wed 16thof July. Let me know your thoughts and will share the results next week. Click here to take the survey. Best, Scott European Tech Hardware & Payments Sandeep Deshpande AC (44-20) 7134-5276 sandeep.s.deshpande@jpmorgan.com J.P. ...

Market Overview - The latest tariff threats from the Trump administration have led to a sell-off in risk assets, causing declines in U.S. stock index futures and European stock indices [1] - The U.S. plans to impose export restrictions on AI chips, resulting in a broad decline in European chip stocks [1] - Safe-haven assets like gold saw a price increase of nearly $20, while oil prices fell due to recent production increase news [1] U.S. Stock Futures - On July 4, the U.S. stock and bond markets were closed for Independence Day, but prior to the holiday, S&P 500 futures fell by 0.69%, Dow futures dropped by 0.61%, and Nasdaq 100 futures decreased by 0.71% [3][4] European Stock Indices - The European STOXX 600 index closed down by 0.48%, with a weekly decline of 0.46% [5] - The Eurozone STOXX 50 index fell by 1.02%, accumulating a weekly drop of 0.69% [6] - The German DAX 30 index decreased by 0.61%, with a weekly decline of 1.02% [7] - The French CAC 40 index fell by 0.75%, with a slight weekly increase of 0.06% [7] - The UK FTSE 100 index remained flat, closing at 8822.91 points, with a weekly increase of 0.27% [8] Sector Performance - European chip stocks experienced a broad decline, with ASML Holdings dropping approximately 2.6% [9] - Following the announcement of anti-dumping duties on EU brandy by China's Ministry of Commerce, Remy Cointreau's stock fell by 7.2% before recovering to close up by 2% [9] Bond Market - The U.S. bond market was closed on July 4, but European bond markets showed strength on the preceding Friday [9] - The German 10-year bond yield fell by 0.8 basis points, while the UK 10-year bond yield rose by 1.3 basis points [13] Commodity Market - Gold prices increased by 0.33%, closing at $3337.15 per ounce, with a weekly increase of 1.92% [21] - Oil prices fell, with WTI crude oil futures down by 0.76%, closing at $66.49 per barrel [16]