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:
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 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 …
A profile of ASML, Europe's most valuable company, as it prepares for a transition to High NA EUV, with high-volume manufacturing expected in 2027 and 2028
The Dutch company's machines are needed to make the AI chips that power ChatGPT and other models — When Christophe Fouquet interviewed … X: @oliviasolon and @business LinkedIn: Sarah Jacob and Peter...
ASML reports Q3 net bookings of €5.4B, vs. €4.9B est., as the AI boom boosts demand for its most sophisticated EUV machines to make the most advanced AI chips
ASML CEO Christophe Fouquet says “while we still prepare for growth in 2026, we cannot confirm it”, after Trump threatened 30% tariffs on the EU; ASML falls 9%+
3rd Update Mauro Orru / Morningstar, Inc. : ASML Narrows Guidance Amid Tariff Uncertainty, Warns On 2026 Growth RTÉ : ASML warns it may not achieve growth in 2026 Prashant Rao / Semafor : Trump threat...
ASML CEO Christophe Fouquet says cheaper AI “could mean more applications” and “more demand over time”, and “cost and energy” are the big issues to address
not less r/AMD_Stock : ASML expects new low-cost models like the one rolled out by China's DeepSeek to lead to more rather than less demand for AI chips, CEO Christophe Fouquet told CNBC Wednesday. r/...
Sources: Samsung has postponed taking deliveries of ASML chipmaking equipment for its upcoming factory in Taylor, Texas as it has yet to win any major customers
Samsung Electronics (005930.KS) has postponed taking deliveries of ASML (ASML.AS) chipmaking equipment for its upcoming factory …