ASML Holding targets a 30% year-over-year growth in extreme ultraviolet (EUV) revenues in 2025, driven by increased capacity from Low NA and initial shipments of High NA EUV systems. Key customers including Taiwan Semiconductor Manufacturing, Samsung, and Intel are expected to add 30% more EUV capacity. The company's NXE:3800E systems, shipping at 220 wafers per hour, improve margins through higher average selling prices and reduce costs in DRAM manufacturing by replacing multi-patterning DUV steps with single EUV exposures. Demand is also being fueled by artificial intelligence applications in logic and memory chips. ASML has shipped its first EXE:5200B High NA system, offering 60% higher productivity than the EXE:5000. Despite macroeconomic risks, geopolitical tensions, and tariffs, ASML expects total revenue growth of around 15% in 2025, supported by a shift toward advanced logic and DRAM production. The Zacks Consensus Estimate for ASML’s 2025 revenue is $37.83 billion (23.8% YoY growth). Applied Materials and KLA are key competitors in the semiconductor equipment space, providing complementary technologies in patterning, deposition, and process control. ASML trades at a forward P/S ratio of 7.54X, above the industry average of 7.06X, and has a Zacks Rank #4 (Sell).

Ansys Inc. (ANSS) has announced several strategic developments, including a partnership with NVIDIA to integrate Omniverse technology into its simulation tools, the launch of its 2025 R2 release featuring AI-powered features like Ansys Engineering Copilot, and a pending acquisition by Synopsys (SNPS). The acquisition, initially announced in January 2024, has received regulatory approvals in multiple jurisdictions and is expected to close in the first half of 2025, pending final clearance in China. Ansys also partnered with Wingcopter to improve drone delivery technology using simulation, and with Turbotech to advance hydrogen-fueled turbine engine development for sustainable aviation. Additionally, Ansys achieved certification for its simulation tools with Intel's 18A process and strengthened its collaboration with TSMC on AI-assisted semiconductor design workflows.

The global semiconductor manufacturing cybersecurity market is projected to grow from USD 3.17 billion in 2025 to USD 5.43 billion by 2032, reflecting a compound annual growth rate (CAGR) of 7.99%. A recent report by Coherent Market Insights analyzes market dynamics, including growth drivers, restraints, technological advancements, and regional consumption patterns. The market is segmented by device type and security type, with key players such as TSMC, Samsung Foundry, Intel, and others evaluated through competitive analysis, product portfolios, and strategic initiatives. The report provides regional assessments across North America, Europe, Asia-Pacific, South America, and the Middle East and Africa, offering insights into market trends, supply chains, and investment opportunities.

TSMC, a leading semiconductor manufacturer, has seen its stock price rise from $104 to $242 between January 2, 2024, and the publication date. However, UK investors are currently unable to hold TSMC shares in their Stocks and Shares ISAs because the Taiwan Stock Exchange (TWSE) is not recognized by HMRC as a 'recognized stock exchange'. HMRC requires underlying securities to be listed on a recognized exchange in the UK or EU, or on a recognized exchange such as the Hong Kong Stock Exchange. Although TSMC is listed on the TWSE and has a secondary listing on the NYSE, the lack of recognition of TWSE by HMRC disqualifies its American Depositary Receipts (ADRs). This exclusion is likely due to regulatory differences, such as market structure or reporting standards, rather than geopolitical motives. Some financial platforms like AJ Bell and Fidelity previously allowed TSMC in ISAs due to misinterpretation of HMRC rules, leading to compliance issues and investor notifications to transfer holdings. Alternatives to TSMC in ISAs include several UCITS ETFs with varying exposure to TSMC and the broader AI5 semiconductor sector. The UK government has recently allowed fractional shares in ISAs, indicating potential future policy changes. The exclusion highlights a gap in UK regulatory recognition of Taiwan’s financial market, despite strong economic ties and TSMC’s critical role in global AI development.

NVIDIA Corp. has reached a $4 trillion market cap, becoming the first publicly traded company to do so, and is projected to continue strong growth driven by its leadership in AI semiconductors. The company reported strong Q1 earnings with $44.1 billion in revenue and $29.76 billion in net income, fueled by a 73% year-over-year increase in data center revenue. Analysts, including Morgan Stanley, have raised price targets, with a consensus median one-year target of $187.57 and a projected 2030 price of $241.23. Key growth drivers include its dominance in GPU manufacturing, demand from major tech customers like Microsoft and Amazon, and the rapid expansion of the AI market, expected to grow at a 36.6% CAGR from 2024 to 2030. The article also provides a detailed forecast of stock prices through 2030 based on earnings and P/E ratios.