ASML

ASML says it plans to make at least 60 of its standard EUV machines in 2026, 36% more than it sold in 2025, as it races to meet demand for making AI chips

Kim Mackrael /Wall Street Journal:

A deep dive into how ASML became a chokepoint for making cutting-edge chips by betting on EUV, closely collaborating with TSMC and the US government, and more

By betting on extreme ultraviolet lithography long before it worked, ASML became the chokepoint for cutting-edge chips.

ASML says it plans to make at least 60 of its standard EUV machines this year, 36% more than it sold in 2025, as it races to meet demand for making AI chips

ASML is the only supplier of the machines needed to make cutting edge AI chips at scale  —  VELDHOVEN, the Netherlands …

TSMC says it will hold off on using ASML's most advanced high-NA EUV machines, costing upwards of €350M apiece, for chip production through 2029 to save money

ASML says South Korea surpassed China as its largest market in Q1 2026, with shipments hitting 45% of net system sales, or €2.84B, up from 22% in Q4 2025

But Supply Constraints Linger

ASML reports Q1 net sales of €8.8B, above €8.5B est., a €2.8B net profit, above €2.5B est., and raises its 2026 net sales forecast from €34B-€39B to €36B-€40B

ASML CTO Marco Pieters says ASML plans to expand beyond EUV into advanced packaging, bonding, and connecting, and is building AI-based machine inspection tools

ASML Holding (ASML.AS) has ambitious plans to expand its line of chipmaking equipment into several new products to capture …

Mistral and Accenture sign a multi-year deal to let Accenture deploy Mistral's models for its clients; Mistral has deals with IBM, Cisco, SAP, ASML, and others

Accenture is added to its list of major clients at a critical juncture in the AI race  —  Mistral AI struck an agreement …

EU officials and tech executives inaugurate a €2.5B chips research hub in Belgium; ASML and Imec emphasized that the US is dependent on European chip tech

ASML CEO says chip printers are the machines “the entire world would like to get.”  —  LEUVEN, Belgium — The rest …

ASML CEO Christophe Fouquet says the company plans to cut 1,700 jobs, or 4% of its workforce, mainly in its Tech and IT organizations; ASML jumps 5%+ pre-market

Sarah Jacob /Bloomberg:NEW