Monday, January 19, 2026 at 10:28 AM
ASM International NV reported fourth-quarter orders of about €800 million, exceeding analyst expectations due to improved bookings from China and strong demand in AI-related sectors.
Companies in China are jostling for access to Nvidia’s latest Rubin lineup while better-funded U.S. competitors are first in line.
AI companies’ need for a once obscure and affordable type of microchip threatens to drive up prices of all electronics—and limit data-center ambitions.
The investment in Noveon comes as the U.S. pushes to develop domestic sources of a vital electronics component that China has under a chokehold.
Business activity in the U.S. and a number of large economies across Europe and Asia picked up at the start of the year, with signs of a rebound in export orders as the global economy adjusts to the increase in U.S. tariffs.
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