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Coreweave (CRWV.O) CEO: Backlog of orders is “sufficient” to support debt obligations.

2026-10-15

Coreweave (CRWV.O) CEO: Backlog of orders is “sufficient” to support debt obligations.

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2026-10-14

IBM and Siemens will advance research on nano-stack architecture.

IBM and Siemens will advance research on nano-stack architecture.
2026-10-14

ASML raised the lower end of its 2026 sales guidance for a third consecutive quarter, now forecasting €44.0-45.0 bln (about $49-50 bln), up from a previous lower bound of €43.0 bln. Q3 net sales (July–Sept) rose to €11.66 bln. Industry participants a

ASML raised the lower end of its 2026 sales guidance for a third consecutive quarter, now forecasting €44.0-45.0 bln (about $49-50 bln), up from a previous lower bound of €43.0 bln. Q3 net sales (July–Sept) rose to €11.66 bln. Industry participants are increasingly questioning whether AI-driven demand will persist; ASML’s advanced tools have order-to-delivery lead times of more than a year, making its order book a near-term signal of chipmakers’ capex plans. The company said it expects to be unable to fully meet market demand in 2027 and 2028. In July ASML announced plans to raise next year’s capacity for its second-most-advanced system, Low-NA EUV, by 30% to target roughly 85 units a year. The CEO said some customers have signaled interest in 2029 and 2030 orders and ASML is studying ways to increase 2028 capacity beyond the previously announced 30%.
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