ASML's stock is up 64% YTD, trailing the US chip sector as the industry spends more on processes outside of lithography, like etching and advanced packaging
ASML Holding NV's ascent to fresh record highs has been a highlight for European markets, yet it's done little to improve …
ASML CEO Christophe Fouquet applauds the EU's tech sovereignty plans but says substantial EU involvement in steering “strategic projects” is a cause for concern
The CEO of top European tech firm ASML (ASML.AS) on Friday welcomed most proposals made by the EU Commission this week …
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 …