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市场新闻

Reuters - 2小时前

Photonic startup Lightmatter raises $400 million amid AI datacenter boom, eyes IPO next

UPDATE 1-Photonic startup Lightmatter raises $400 million amid AI datacenter boom, eyes IPO next Add investor comment in paragraph 10-11 Lightmatter raises $400 mln in Series D funding led by T. Rowe Price CEO eyes future IPO, sees demand from cloud and AI companies By Krystal Hu Oct 16 - Lightmatter, a Mountain View, California-headquartered startup building photonic tech in datacenter networking chips, said on Wednesday it has raised $400 million in a Series D funding round at a valuation of $
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Reuters - 3小时前

ASML's lowered forecast suggests factory overcapacity, not chip doom

UPDATE 1-ASML's lowered forecast suggests factory overcapacity, not chip doom Changes date in dateline, rewrites paragraph 1, adds share movement in paragraph 6 By Max A. Cherney and Stephen Nellis Oct 16 (Reuters) - ASML's ASML.AS 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.
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Reuters - 9小时前

ASML’s weakness flags limits of the AI boom

RPT-BREAKINGVIEWS-ASML’s weakness flags limits of the AI boom The author is a Reuters Breakingviews columnist. The opinions expressed are her own. By Karen Kwok LONDON, Oct 15 (Reuters Breakingviews) - As the sole maker of the most advanced chip-making machines, ASML’s ASML.AS health is a bellwether of sorts for the semiconductor industry. As such, the 260 billion euro company led by Christophe Fouquet sent a sobering message on Tuesday as it lowered guidance after disappointing bookings in
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Reuters - 19小时前

Chip stocks fall as ASML's weak outlook raises concerns of non-AI chip demand

UPDATE 3-Chip stocks fall as ASML's weak outlook raises concerns of non-AI chip demand Updates shares and adds context on chip overcapacity in paragraphs 8-9 Oct 15 (Reuters) - Semiconductor stocks in the United States and Asia fell after chip equipment maker ASML ASML.AS cut its annual sales forecast over weak non-AI chip demand. AI chip giant Nvidia NVDA.O , which had briefly surpassed Apple as the world's most valuable company the previous day, dropped 4.5%, wiping out about $158 billion from
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Reuters - 21小时前

ASML’s weakness flags limits of the AI boom

BREAKINGVIEWS-ASML’s weakness flags limits of the AI boom The author is a Reuters Breakingviews columnist. The opinions expressed are her own. By Karen Kwok LONDON, Oct 15 (Reuters Breakingviews) - As the sole maker of the most advanced chip-making machines, ASML’s ASML.AS health is a bellwether of sorts for the semiconductor industry. As such, the 260 billion euro company led by Christophe Fouquet sent a sobering message on Tuesday as it lowered guidance after disappointing bookings in the
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