Intel Foundry And ASML Highlighted Continued Progress In Bringing High Numerical Aperture Extreme Ultraviolet Lithography Into Production And Advancing The Technologies That Will Shape Its Future Adoption

Samsung Electronics And ASML Announce Expanded Collaboration On High NA EUV Lithography; Samsung Plans High NA EUV Adoption For DRAM High-Volume Manufacturing By 2028, Joins 12-Inch Photomask Initiative

Better International ETF: Schwab's SCHF vs. the iShares IEFA

The article compares two international equity ETFs targeting developed markets outside the U.S. SCHF offers a lower expense ratio (0.03% vs 0.07%) and stronger 1-year performance (29.3% vs 21.8%), with significant exposure to South Korean semiconductor companies. IEFA provides greater scale ($196B AUM), broader diversification (2,616 holdings), and higher dividend yield (3.3% vs 3.0%). The choice depends on investor priorities: SCHF for AI/semiconductor exposure and lower costs, IEFA for liquidity and small-cap international exposure.

Samsung Targets 2028 for Industry-First High NA EUV DRAM Production

Samsung expands AI chip manufacturing with ASML's High NA EUV tech and new 12-inch photomasks to boost productivity and drop costs.

Intel Hits 1 Million-Wafer Milestone With ASML’s Next-Gen Chip Technology

Intel Foundry processes over 1M wafers using ASML High-NA EUV tech, scaling next-gen 18A chips like Panther Lake for advanced AI.

NVIDIA's Hugging Face Buyout: Can It Further Strengthen AI Dominance?

NVIDIA's proposed $12.93 billion acquisition of Hugging Face would expand its AI leadership beyond chips into the open-model ecosystem, giving it access to 18 million users, 3 million models, and 500,000 datasets. The deal strengthens NVIDIA's software and developer ecosystem while AMD and Intel challenge its dominance with their own AI platforms. NVIDIA trades at a forward P/E of 18.07 with strong earnings growth estimates.

History Says What Nvidia's Last Big Acquisition Became. Hugging Face Will Cost Nearly Twice as Much.

Nvidia announced a $12.9 billion acquisition of Hugging Face, nearly double its previous largest acquisition of Mellanox for $7 billion in 2020. While Mellanox's networking business grew into a $31.4 billion revenue line, Hugging Face currently generates ~$150 million annually at an 86x revenue multiple. The deal's success depends on Hugging Face driving developers toward Nvidia's hardware and software ecosystem rather than standalone growth.