# ASML

Duan Yongping's $17.5bn War Chest Bets Big on Nvidia and AI Infrastructure

Duan Yongping’s H&H International Investment held roughly $17.5bn in US equities at end-2025 and dramatically increased its Nvidia stake while trimming Apple and cutting ASML. The fund also initiated small positions in AI infrastructure and healthcare AI plays — CoreWeave, Credo Technology and Tempus — signaling a strategic pivot toward the AI compute stack and monetizable applications.

SoBiz2026年2月19日 05:24

#Duan Yongping#Nvidia#CoreWeave

A stunning aerial view of a vast ocean under dramatic cloud formations and rain in the distance.

Business

ASML to Cut About 1,700 Jobs as Chipmaker Rebalances After a Boom

ASML will cut about 1,700 jobs, mostly in technical and IT management roles in the Netherlands and some in the U.S., representing roughly 4% of its workforce. The reduction appears aimed at overhead trimming and organizational realignment amid a cyclical industry and geopolitical uncertainty, rather than at production capacity.

NeTe2026年1月28日 20:30

#ASML#layoffs#semiconductor