# Asml > Markdown twin of https://roboterminal.app/companies/asml · https://roboterminal.app/companies/asml.md ## On shared sources - [TSMC](https://roboterminal.app/companies/tsmc) (8) - [Samsung](https://roboterminal.app/companies/samsung) (7) - [NVIDIA](https://roboterminal.app/companies/nvidia) (4) - [Broadcom](https://roboterminal.app/companies/broadcom) (3) - [CoreWeave](https://roboterminal.app/companies/coreweave) (3) - [Intel](https://roboterminal.app/companies/intel) (3) - [OpenAI](https://roboterminal.app/companies/openai) (3) - [AMD](https://roboterminal.app/companies/amd) (2) - [Anthropic](https://roboterminal.app/companies/anthropic) (2) - [CXMT](https://roboterminal.app/companies/cxmt) (2) - [HOYA](https://roboterminal.app/companies/hoya) (2) - [Micron](https://roboterminal.app/companies/micron) (2) - [Mistral](https://roboterminal.app/companies/mistral) (2) - [SK Hynix](https://roboterminal.app/companies/sk-hynix) (2) - [Terafab](https://roboterminal.app/companies/terafab) (2) - [Amazon](https://roboterminal.app/companies/amazon) (1) - [Apple](https://roboterminal.app/companies/apple) (1) - [AXT](https://roboterminal.app/companies/axt) (1) - [Bank of America](https://roboterminal.app/companies/bank-of-america) (1) - [Barclays](https://roboterminal.app/companies/barclays) (1) - [Besi](https://roboterminal.app/companies/besi) (1) - [Coherent](https://roboterminal.app/companies/coherent) (1) - [Cursor](https://roboterminal.app/companies/cursor) (1) - [Dell](https://roboterminal.app/companies/dell) (1) - [EQT](https://roboterminal.app/companies/eqt) (1) - [Euclyd](https://roboterminal.app/companies/euclyd) (1) - [Google](https://roboterminal.app/companies/google) (1) - [HPE](https://roboterminal.app/companies/hpe) (1) - [Langdao Silex Tech](https://roboterminal.app/companies/langdao-silex-tech) (1) - [Lumentum](https://roboterminal.app/companies/lumentum) (1) - [Marvell](https://roboterminal.app/companies/marvell) (1) - [Nebius](https://roboterminal.app/companies/nebius) (1) - [Nikon](https://roboterminal.app/companies/nikon) (1) - [Nomura](https://roboterminal.app/companies/nomura) (1) - [Oracle](https://roboterminal.app/companies/oracle) (1) - [Palantir](https://roboterminal.app/companies/palantir) (1) - [Qualcomm](https://roboterminal.app/companies/qualcomm) (1) - [Rapidus](https://roboterminal.app/companies/rapidus) (1) - [Scaleup Europe Fund](https://roboterminal.app/companies/scaleup-europe-fund) (1) - [SemiAnalysis](https://roboterminal.app/companies/semianalysis) (1) - [Shanghai Aishengna Electronic Technology Group](https://roboterminal.app/companies/shanghai-aishengna-electronic-technology-group) (1) - [Shin-Etsu](https://roboterminal.app/companies/shin-etsu) (1) - [Sindlhauser Materials](https://roboterminal.app/companies/sindlhauser-materials) (1) - [Somerset Capital Partners](https://roboterminal.app/companies/somerset-capital-partners) (1) - [SpaceX](https://roboterminal.app/companies/spacex) (1) - [Starlink](https://roboterminal.app/companies/starlink) (1) - [Tesla](https://roboterminal.app/companies/tesla) (1) - [Tokyo Electron](https://roboterminal.app/companies/tokyo-electron) (1) ## Pulse - [@pequityresearch on X](https://x.com/pequityresearch/status/2113301603738345657) Korea Investment & Securities: according to our recent checks, DUV lithography shipments next year could fall about 100 units short of customer demand. $ASML - [@tslaming on X](https://x.com/tslaming/status/2112789836788797674) BOOM 🎐 SpaceX just set a sky-high bar for Tesla’s earnings call later today 🔥 From Starship’s next milestones and Starlink’s expansion to massive AI infrastructure plans, new products, and extraordi… - [@kyleichan on X](https://x.com/kyleichan/status/2112496717476102632) China basically fired a test shot. China’s rare earth export controls give it powerful leverage over key parts of the global semiconductor industry, including equipment makers. If Beijing wanted to, c… - [@pequityresearch on X](https://x.com/pequityresearch/status/2110833829774753816) Terafab may receive its first EUV lithography tool from ASML by the middle of next year. $ASML https://t.co/vlhHt8cHyC - [@SemiAnalysis_ on X](https://x.com/SemiAnalysis_/status/2110820373369360481) ASML Is Building a Hybrid Bonding Tool! https://t.co/WKf466XKw4 - [@pstAsiatech on X](https://x.com/pstAsiatech/status/2110700696559607982) ASML CFO says US Match Act limiting DUV sales to China would be counterproductive Indeed...for more see comments... https://t.co/6XibSqdth1 - [@kyleichan on X](https://x.com/kyleichan/status/2110630205006213262) China has mapped out supply chains for targets for its export controls. https://t.co/Naa7p4pcOI https://t.co/NA0TjO9e6y - [@MilkRoadAI on X](https://x.com/MilkRoadAI/status/2110463910784696653) $SPY fell 1.1% today to around $769 after dropping as low as $766.71, as a hot inflation report pushed rate hike odds higher and hit AI stocks. Here are the top stories you need to know. 1. September … - [@MParekh on X](https://x.com/MParekh/status/2110462660718244179) ‘Watch Your Head’ in AI. OpenAI, CoreWeave & ASML. ARD #184 …OpenAI’s new compute chief, CoreWeave’s ‘unlimited’ money hunt, ASML’s orders to 2030, and GTA VI. $TTWO $ASML $CRWV Full writeup and sourc… - [@tphuang on X](https://x.com/tphuang/status/2110428402205212741) Langdao Silex Tech showcased its Flint-LPP EUV light source @ 2026 CIIF. While FlintNano is already in production, FlintMicro is still been validated. It also has Glow series of MOPA laser of up to 20… - [@pstAsiatech on X](https://x.com/pstAsiatech/status/2110385929328132253) ASML's strong orders ease fears AI spending boom is running out of steam https://t.co/Gyg6AVO62E - [@pstAsiatech on X](https://x.com/pstAsiatech/status/2110383394588635264) yes, very very bad idea... https://t.co/abuzkfpMja - [@pstAsiatech on X](https://x.com/pstAsiatech/status/2110347331463692700) EU in talks with China to secure relief from sanctions on Germany's Sindlhauser Materials, a key supplier to ASML Sindlhauser, which relies on Chinese rare earths and critical minerals supplies, is at… - [@CKCapitalxx on X](https://x.com/CKCapitalxx/status/2110238381837881453) $ASML just told us the AI buildout is nowhere near done. -Q3 EPS: $14.88 vs $12.47 expected -Q3 sales: $13.4B vs $13.18B expected, up 53% year over year -Gross margin: 57.5%, above their own guidance … - [@pequityresearch on X](https://x.com/pequityresearch/status/2110235298000977969) ASML has reported a beat: "some customers are expressing an interest in placing orders with us for 2029 and even 2030." "we now expect that our supply as currently planned for both 2027 and 2028 will … - [@pequityresearch on X](https://x.com/pequityresearch/status/2110116617149632838) BofA on CXMT's 4F2 architecture: Restricted from importing ASML’s EUV lithography tools due to US sanctions, CXMT is likely advancing toward 4F2 architecture faster than the "Big 3" DRAM manufacturers… - [@MilkRoadAI on X](https://x.com/MilkRoadAI/status/2110101523980337444) $SPY finished basically flat today, closing at $778.01 for a 0.01% loss after dipping as low as $775.95 earlier in the session as chip stocks sold off. Here are the top stories you need to know. 1. Me… - [@ricci_nov on X](https://x.com/ricci_nov/status/2109943005579030743) The 6×6-inch photomask has not changed in nearly half a century. High-NA EUV's 4x/8x anamorphic optics halve the exposure field, so ASML and TSMC are pushing a 6×12-inch format: pilot line 2031, produ… - [@pstAsiatech on X](https://x.com/pstAsiatech/status/2109661612030456008) TSMC, ASML eye 12-inch photomasks to unlock High-NA EUV's full-field potential https://t.co/TrrqvTChCj - [@tculpan on X](https://x.com/tculpan/status/2109438154512216143) Inside. @TerafabCorp has put in an order for @ASMLcompany EUV machines, and sees delivery of the tools to its R&D fab mid-2027. (though, this timeline may be a little rubbery) https://t.co/tiJDDso0Qb - [@pequityresearch on X](https://x.com/pequityresearch/status/2108726461678960902) ASML has sent a 10% price hike proposal to Samsung and SK Hynix on every spare part it sells. $ASML https://t.co/SVp67C9bw0 - [@pequityresearch on X](https://x.com/pequityresearch/status/2108400564128117066) ASML's CEO, Christophe Fouquet, on AI demand: "In the course of the last 6 months, everyone started to realize that these AI opportunities is going to translate for real into a major buildout of infra… - [@pstAsiatech on X](https://x.com/pstAsiatech/status/2107931302628393391) Amen to this. This indeed requires an answer. I do not leave this critical issue unaddressed in my assessment of this report of course. See comments https://t.co/lu1rDVt1H3 - [@pstAsiatech on X](https://x.com/pstAsiatech/status/2107863255301722597) 👇👇👇 https://t.co/GzZzBwV7ou - [@smsehy on X](https://x.com/smsehy/status/2107368982588321964) Capital only buys the cleanroom. Advanced lithography and deposition tools get a fab to the starting line. Sustained wafer yield comes down to the process engineers on the floor managing drift. https:… - [@ricci_nov on X](https://x.com/ricci_nov/status/2107194554537664660) ASML plans at least 80 EUV systems in 2027 and is exploring output beyond 110 in 2028, about 30% more capacity. Huang sees Chinese advanced lithography by around 2030; Musk says the compute gap narrow… - [@smsehy on X](https://x.com/smsehy/status/2100382552993501658) The true chokepoints in the semiconductor supply chain are the specialized material science and precision engineering firms. Companies like ASML, Tokyo Electron, HOYA, and Shin-Etsu operate as critica… - [@smsehy on X](https://x.com/smsehy/status/2100382364237279284) The semiconductor industry is not a market. It’s a stack of monopolies. Everyone talks about TSMC and NVIDIA. Almost nobody talks about the companies without which neither can ship an advanced chip. •… - [@pstAsiatech on X](https://x.com/pstAsiatech/status/2100015033677910509) Dutch chip startup Euclyd has raised more than €200 million in funds and named ASML Holding NV’s former CEO Peter Wennink as chairman. Series A financing was co-led by Samsung Electronics, Somerset Ca… - [@pequityresearch on X](https://x.com/pequityresearch/status/2099141299194515869) Nomura: EML & CW material and equipment value chain $AXTI $COHR $LITE $ASML $AMAT $LRCX - [@pequityresearch on X](https://x.com/pequityresearch/status/2098066969597514126) Semiconductor Supply Chain Ecosystem Via PDF Solutions slide deck $ASML $TSM $INTC $TSEM $NVDA $MRVL $AVGO - [@stretchcloud on X](https://x.com/stretchcloud/status/2097663309386481789) The frontier AI market just got a harder-to-ignore data point from Europe. Mistral raised a 3B euro Series D announced yesterday. Samsung led, joined by EQT's Scaleup Europe Fund and PSG Equity. Adven… - [@logi_today on X](https://x.com/logi_today/status/2097521774166790564) ASMLとTSMC、EUVマスク大型化へ業界連携-https://t.co/8EntpPbKlf ASMLとTSMCは、次世代High NA EUV露光技術向けフォトマスクを6インチから12インチへ大型化する共同構想を発表。31年までに試験生産ラインを整備し、33年の先端半導体量産対応を目指す。 - [@pstAsiatech on X](https://x.com/pstAsiatech/status/2097485281456763200) ASML wins commitments from top chipmakers to use its latest semiconductor production gear https://t.co/8xAzlpo2Xm - [@ricci_nov on X](https://x.com/ricci_nov/status/2097420749967687691) Mistral raised €3B at more than €21B post-money, led by Samsung Electronics — up from €11.7B a year ago under an ASML-led round. CEO Mensch says owned compute grows ~100% in five years and expects ARR… - [@ParadisLabs on X](https://x.com/ParadisLabs/status/2097390046684811635) Yeah guys, I perfectly timed the bottom. I sat on cash for weeks and waited for the right moment to buy. Rather than aimlessly buying the semis falling knife after Leopold got liquidated. - $BE up 33%… - [@pstAsiatech on X](https://x.com/pstAsiatech/status/2097283586730676652) TSMC and ASML Announce Initiative to Pioneer Industry Transition to Large-Format Photomasks for High NA EUV https://t.co/qooLTJOEqe - [@pstAsiatech on X](https://x.com/pstAsiatech/status/2095842892614955518) ASML to expand Japan workforce to aid next-gen chipmakers Rapidus, TSMC Dutch equipment maker to lift headcount to about 700 from 500, Japan unit chief says https://t.co/TgOOk2MWgU via @NikkeiAsia - [@kyleichan on X](https://x.com/kyleichan/status/2095473279913886045) This UBS estimate that China is 15 years behind on EUV needs some caveats. First, information is very hard to get on China’s EUV efforts—for a reason. All estimates have large error bars. Second, this… --- Source: Roboterminal · https://roboterminal.app/companies/asml.md