Joining us right now is Chris Miller, TUS Fletcher School professor, also um somebody who's been looking into this because he's got a book that's been written on this as well. He's the author of Chip War. Chris, I want to thank you for being with us this morning.Why don't we talk a little bit about what we've seen with Nvidia. This is a pretty big reversal to be able to sell those H20 chips into China. How important is it. Well, it is a big reversal.The Trump administration uh just a couple months ago annou ...

Core Insights - ASML reported second-quarter earnings that exceeded estimates, with net bookings significantly ahead of consensus expectations [1][2] - The company achieved net sales of 7.7 billion euros ($8.95 billion), surpassing the expected 7.52 billion euros [5] - Net profit reached 2.29 billion euros, compared to the anticipated 2.04 billion euros [5] Net Bookings - Analysts had forecasted net bookings of 4.19 billion euros for the April-June period, while ASML reported net bookings of 5.5 billion euros [2] Product and Market Position - ASML is a critical player in the semiconductor supply chain, manufacturing extreme ultraviolet lithography (EUV) machines essential for producing advanced chips for companies like Apple and Nvidia [2] - The company has introduced its next-generation EUV tools known as High NA, which are vital for future growth and can cost over $400 million each [3] Customer Base - Major customers of ASML include Intel and Taiwan Semiconductor Manufacturing Co., highlighting its importance in the semiconductor industry [3] Industry Challenges - ASML, like many companies in the semiconductor sector, is facing uncertainties due to U.S. tariff policies [3]

President Donald Trump threatened to raise tariffs on Apple and the European Union in Friday (May 23) posts on Truth Social.“I have long ago informed Tim Cook of Apple that I expect their iPhone’s that will be sold in the United States of America will be manufactured and built in the United States, not India, or anyplace else,” Trump wrote in one post. “If that is not the case, a tariff of at least 25% must be paid by Apple to the U.S.”Apple did not immediately reply to PYMNTS’ request for comment.The compa ...

Alpha and Omega Semiconductor (AOSL) Q3 2025 Earnings Call May 07, 2025 05:00 PM ET Company Participants Steven Pelayo - Managing DirectorStephen Chang - CEO & DirectorYifan Liang - CFO & Corporate SecretaryJeremy Kwan - Associate Vice President - Equity Research Conference Call Participants David Williams - Equity Research Analyst Operator Good afternoon. Thank you for attending today's Alpha and Omega Semiconductor Fiscal Q3 twenty twenty five Earnings Call. My name is Cole, and I'll be the moderator for ...