Taiwan Semiconductor, ASML Join Forces to Make Advanced Chips Cheaper, Faster

Top Semiconductor ETFs That Investors May Buy in September

The semiconductor industry is experiencing strong momentum driven by AI infrastructure demand and capital expansion. Major developments include ASML's partnerships with Samsung and TSMC for advanced EUV lithography, and Micron's $250 billion U.S. investment plan. Gartner forecasts global semiconductor revenues will surge 92% to $1.6 trillion by 2030, with AI data centers expanding to over 53% of industry revenues. Semiconductor ETFs offer safer diversified exposure compared to individual stocks.

ASML Expands High-NA Ties With Samsung and Intel as AI Demand Builds

ASML is expanding High-NA EUV lithography collaborations with Samsung and Intel to meet growing AI-driven chip manufacturing demands. Intel has already moved High-NA into production for Panther Lake and qualified it for 18A layers, while Samsung plans to introduce the technology into DRAM high-volume manufacturing by 2028. However, broader adoption remains uncertain as commercialization depends on individual customer qualification and manufacturing decisions.

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.

AI Demand Keeps Breaking Records at Taiwan Semiconductor

Taiwan Semiconductor (NYSE: TSM) August revenue surged 53.3% YoY to NT$514.81B on soaring AI chip demand. Get the key details.

Taiwan Semiconductor Scrambles to Feed the AI Boom

Taiwan Semiconductor (TSM) scales up equipment buys amid tight capacity. Get the full stock analysis, ETF exposure, and outlook.