Overview
- ASML reported stronger‑than‑expected second‑quarter results and raised its 2026 guidance after sales and margins beat prior targets, and the company said Intel has volume‑produced parts of its 18A processors using High‑NA EUV with yields comparable to existing NXE tools.
- High‑NA EUV use matters because it narrows a technical and cost uncertainty for future logic nodes by enabling finer patterning with a different optical system, which could change fabs’ roadmaps and equipment needs.
- NVIDIA executives say GPU supply is constrained even inside the company, forcing internal teams to compete for compute resources, and the firm has announced partnerships with Japanese robotics firms including Fanuc and Yaskawa to speed AI‑driven automation.
- China is pushing industrial AI at pace: Shanghai’s Golab completed a five‑day, zero‑human‑intervention trial that ran 135 real research tasks, and dexterous‑robot startup DexRobot closed multi‑hundred‑million RMB Series A funding and set up joint ventures with Shanghai Electric to scale hardware and deployments.
- Automotive and chip suppliers are also scaling up as demand rises — Huawei’s QianKun says assisted‑driving mileage has exceeded 12.8 billion kilometres and it will invest RMB 700–800 billion in compute R&D over five years while companies such as 澜起科技 report strong first‑half profit growth.