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2026-10-23 EUV demand outstrips supply; Korea Investment & Securities sees DUV shipments ~100 units short of demand next year, reinforcing ASML's tight-supply position
2026-10-29 Samsung's capex increase further confirms strong demand for ASML equipment
28 earlier events›
CompanyBull
Samsung Raises 2026 Capex to ₩76.8T, Bolstering ASML Demand Outlook
Samsung's capex hike signals strong demand for ASML lithography tools
D1 +0.8% · +5d -19.0%
Company
ASML to Pay Dividend on Nov 4
Per-share payout disclosed; 100 shares yield set amount
D1 +1.7% · +5d -10.0%
Analyst
ASML Q3 Results Strong but Stock Drops; Service Revenue Leads
Q3 sales and net income outpaced trends; servicing revenues now lead machine sales, yet stock fell
D1 -1.9% · +5d -6.3%
›6 waves of this story
2026-10-08 Accelerating growth, robust bookings, and margin expansion underpin dominance
2026-10-09 Multiple sources highlight AI-driven demand ahead of earnings; CEO sees major infrastructure buildout
2026-10-12 Multiple sources flag ASML's earnings this week alongside TSM, with focus on guidance
2026-10-12 Multiple outlets and analysts expect fastest revenue growth and potential sector-wide impact
2026-10-14 Multiple outlets expect earnings to test AI capex resilience; orders and system sales are key metrics
2026-10-26 Q3 sales and net income outpaced trends; servicing revenues now lead machine sales, yet stock fell
Other
ASML down >20% twice this year, NTM P/E at 24x
ASML listed among high-quality names with 24x NTM P/E, -21% from highs
D1 +1.2% · +5d -4.1%
›2 waves of this story
2026-10-24 Volatility reflects AI bottleneck and China competition fears, yet company has ample cash and orders through 2030
2026-10-24 ASML listed among high-quality names with 24x NTM P/E, -21% from highs
CompanyBear
Chip-Equipment Stocks Slide; ASML Hit by Supply Constraints
ASML to Raise Spare Parts Prices 10% for Samsung, SK Hynix
Price hike for two major customers underscores pricing power in EUV maintenance market
D1 -1.7% · +5d -5.9%
›2 waves of this story
2026-10-11 Korean media and market sources corroborate; hike covers DUV/EUV replacement parts and likely new equipment
2026-10-12 Price hike for two major customers underscores pricing power in EUV maintenance market
CompanyBear
ASML Shares Fall as AI Chip Design Advances Raise Competition Concerns
Mistral enters chip design, market worries about AI investment landscape
D1 -1.6% · +5d -8.6%
AnalystBull
ASML Gets Multiple Bullish Calls, 2027 Outlook May Beat Expectations
JP Morgan, RBC and others bullish; EUV monopoly advantage persists
D1 -1.6% · +5d -8.6%
CompanyBull
ASML Bullish Across Sources: EUV Monopoly & AI Demand
Multiple outlets reaffirm EUV monopoly; AI & HBM bottlenecks support demand
D1 -1.4% · +5d -6.3%
›2 waves of this story
2026-10-06 Multiple sources cite ASML's unrivaled position and full order book for 2027-2028
2026-10-06 Multiple outlets reaffirm EUV monopoly; AI & HBM bottlenecks support demand
AnalystBull
ASML Highlighted in Multiple Comparisons, Underscoring EUV Monopoly
Multiple financial media on Oct 1, 2026 published comparative analyses, all emphasizing ASML's global monopoly in EUV lithography and mentioning 2027 capacity expansion plans.
D1 -0.2% · +5d -2.1%
AnalystBull
ASML Expected to Beat Earnings on Oct 14, Zacks ESP Positive
Zacks notes strong earnings expectations for ASML, with current quarter EPS up 95.6% YoY and revenue growth of 50%, plus a positive ESP of +5.53% suggesting potential beat.
D1 -1.2% · +5d -0.4%
Company
ASML CEO Warns Overly Broad China Chip Restrictions Could Backfire
CEO says over-restriction may accelerate domestic rivals, citing Huawei's DUV progress
D1 +1.6% · +5d +5.0%
›2 waves of this story
2026-09-28 CEO Fouquet says over-restriction may spur domestic alternatives; supply chain complexity limits capacity expansion
2026-09-29 CEO says over-restriction may accelerate domestic rivals, citing Huawei's DUV progress
Capital
ASML Discloses Share Repurchases for Sept 21-25
Repurchased 165,200 shares under program announced Jan 28, continuing buyback execution
D1 +1.9% · +5d +3.5%
›3 waves of this story
2026-09-21 Repurchases ~€428M during Sep 14-18, showing capital return commitment, though modest relative to market cap
2026-09-28 Company announcement discloses transactions under current buyback program, continuing prior repurchases
2026-09-28 Repurchased 165,200 shares under program announced Jan 28, continuing buyback execution
Analyst
ASML Backed by Multiple X Users as EUV Key to AI
Multiple independent X users reiterate ASML's core role in AI chipmaking, boosting attention
D1 +1.2% · +5d +7.1%
›2 waves of this story
2026-09-25 Multiple users highlight equipment makers' core role in AI capex, noting 200-day MA support
2026-09-26 Multiple independent X users reiterate ASML's core role in AI chipmaking, boosting attention
CompanyBear
ASML Reports Zero Sales in Europe, Warns Region May Lag in Chip Race
EVP cites zero equipment sales in Europe, highlighting the region's chip manufacturing gap and ASML's regional exposure
D1 +2.1% · +5d +4.9%
AnalystBull
ASML Recommended by Multiple X Users as Key Layer of AI Economy
Multiple independent X users cite ASML as core to AI economy, with valuation and drawdown data
D1 +1.9% · +5d +3.5%
›2 waves of this story
2026-09-21 Multiple independent X users cite ASML as core in AI compute layer, noting valuation and long-term buy opportunity
2026-09-21 Multiple independent X users cite ASML as core to AI economy, with valuation and drawdown data
CompanyBull
ASML Installed Base Sales Surge 31.8%; Equip Supply Constraints Highlighted
Installed base revenue jumps; traders flag supply-constrained semi equipment sector
D1 +3.1% · +5d +3.8%
AnalystBull
Multiple Analysts See Surging Semi Spending, Bolstering ASML Demand
BofA sees $3.2T semi market by 2030; analysts cite ASML as key AI capex beneficiary
D1 +3.1% · +5d +3.8%
ProductBull
ASML High-NA EUV Systems Accelerate Deployment, Capacity and Customer Progress Update
10 High-NA systems operating across four customers, 3 more being shipped/installed, cumulative exposure >1.35M wafers, EXE:5200B reaches 135 wafers/hour
D1 +2.9% · +5d -9.8%
›6 waves of this story
2026-09-08 Samsung to use High NA in DRAM by 2028; TSMC partnership on 12-inch masks bolsters ASML's advanced lithography position
2026-09-09 Samsung joins High-NA EUV customer base; TSMC collaboration on 12-inch mask strengthens growth outlook
2026-09-10 AI demand drives advanced lithography collaboration, but customer qualification and manufacturing decisions remain key
2026-09-12 Intel is first to process 1M+ 300mm wafers using ASML High-NA EUV, validating demand for ASML's advanced lithography
2026-09-17 10 High-NA systems operating across four customers, 3 more being shipped/installed, cumulative exposure >1.35M wafers, EXE:5200B reaches 135 wafers/hour
Capital
Samsung Leads $230M Round in Euclyd, Chaired by Ex-ASML CEO
Ex-ASML CEO's role in AI chip startup highlights industry ties
D1 +1.0% · +5d +9.8%
OtherBear
AI Executives Call for Slower Model Development, ASML Shares Fall 6.2%
AI executives' call to slow development hits ASML as chip equipment supplier
D1 +1.0% · +5d +9.8%
›2 waves of this story
2026-09-15 Calls by Anthropic CEO et al. to slow advanced AI development raise demand concerns, ASML fell 6.2% on Sept 14.
2026-09-15 AI executives' call to slow development hits ASML as chip equipment supplier
CompanyBull
ASML explores making >110 EUV tools in 2028 to meet AI demand
JPMorgan after meeting CFO says ASML studies boosting 2028 EUV output, nearly sold out, indicating strong AI demand.
D1 -7.3% · +5d +8.6%
CompanyBull
ASML Breaks Ground on New Dutch Plant to Expand Capacity for AI Demand
New campus construction aligns with 65 Low-NA shipments in 2026, expanding capacity for AI chip demand
D1 +2.9% · +5d -9.8%
Capital
ASML Reports Transactions Under Share Buyback Program
Company announcement details buyback transactions, indicating capital return activity
D1 +2.9% · +5d -9.8%
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Cases AI-clustered from trusted X authors over 2 weeks; counts are distinct authors. Volume does not predict direction · Not investment advice
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Event thread
Key events, in time order
30 items
Capital
ASML Reports Transactions Under Current Share Buyback Program
Company discloses transactions under its ongoing buyback program, a routine capital operation update
D1 -2.5% · +5d -0.8%
CompanyBull
ASML EUV Sold Out Through 2028, DUV May Face 100-Unit Shortage Next Year
Samsung's capex increase further confirms strong demand for ASML equipment
D1 -3.9% · +5d +1.6%
›11 waves of this story
2026-10-14 Concerns over Chinese chipmaker competition and AI investment returns weigh; ASML fell over 3% in Amsterdam
2026-10-15 Q3 net sales EUR11.7B, net income EUR5.0B; FY26 sales guided to EUR44-45B; customers inquiring 2029-2030 orders
2026-10-16 CEO says demand exceeds supply through 2028; customers placing orders for 2029-2030; capacity expansion underway
2026-10-16 Record Q3 sales of €11.7B, GM 57.5%, capacity expansion >30% for 2027-28, customers inquiring 2029-30 orders.
2026-10-18 Third hike this year, driven by sustained AI capex
2026-10-19 Record Q3 and raised guidance, but AI financing concerns weigh on stock
2026-10-19 AI-driven EUV order momentum supports raised full-year guidance
2026-10-20 Multiple sources confirm record results and sold-out capacity through 2028, yet shares retreated
2026-10-23 EUV demand outstrips supply; Korea Investment & Securities sees DUV shipments ~100 units short of demand next year, reinforcing ASML's tight-supply position
2026-10-29 Samsung's capex increase further confirms strong demand for ASML equipment
CompanyBull
Samsung Raises 2026 Capex to ₩76.8T, Bolstering ASML Demand Outlook
Samsung's capex hike signals strong demand for ASML lithography tools
D1 +0.8% · +5d -19.0%
Company
ASML to Pay Dividend on Nov 4
Per-share payout disclosed; 100 shares yield set amount
D1 +1.7% · +5d -10.0%
Analyst
ASML Q3 Results Strong but Stock Drops; Service Revenue Leads
Q3 sales and net income outpaced trends; servicing revenues now lead machine sales, yet stock fell
D1 -1.9% · +5d -6.3%
›6 waves of this story
2026-10-08 Accelerating growth, robust bookings, and margin expansion underpin dominance
2026-10-09 Multiple sources highlight AI-driven demand ahead of earnings; CEO sees major infrastructure buildout
2026-10-12 Multiple sources flag ASML's earnings this week alongside TSM, with focus on guidance
2026-10-12 Multiple outlets and analysts expect fastest revenue growth and potential sector-wide impact
2026-10-14 Multiple outlets expect earnings to test AI capex resilience; orders and system sales are key metrics
2026-10-26 Q3 sales and net income outpaced trends; servicing revenues now lead machine sales, yet stock fell
25 earlier events›
Other
ASML down >20% twice this year, NTM P/E at 24x
ASML listed among high-quality names with 24x NTM P/E, -21% from highs
D1 +1.2% · +5d -4.1%
›2 waves of this story
2026-10-24 Volatility reflects AI bottleneck and China competition fears, yet company has ample cash and orders through 2030
2026-10-24 ASML listed among high-quality names with 24x NTM P/E, -21% from highs
CompanyBear
Chip-Equipment Stocks Slide; ASML Hit by Supply Constraints
ASML to Raise Spare Parts Prices 10% for Samsung, SK Hynix
Price hike for two major customers underscores pricing power in EUV maintenance market
D1 -1.7% · +5d -5.9%
›2 waves of this story
2026-10-11 Korean media and market sources corroborate; hike covers DUV/EUV replacement parts and likely new equipment
2026-10-12 Price hike for two major customers underscores pricing power in EUV maintenance market
CompanyBear
ASML Shares Fall as AI Chip Design Advances Raise Competition Concerns
Mistral enters chip design, market worries about AI investment landscape
D1 -1.6% · +5d -8.6%
AnalystBull
ASML Gets Multiple Bullish Calls, 2027 Outlook May Beat Expectations
JP Morgan, RBC and others bullish; EUV monopoly advantage persists
D1 -1.6% · +5d -8.6%
CompanyBull
ASML Bullish Across Sources: EUV Monopoly & AI Demand
Multiple outlets reaffirm EUV monopoly; AI & HBM bottlenecks support demand
D1 -1.4% · +5d -6.3%
›2 waves of this story
2026-10-06 Multiple sources cite ASML's unrivaled position and full order book for 2027-2028
2026-10-06 Multiple outlets reaffirm EUV monopoly; AI & HBM bottlenecks support demand
AnalystBull
ASML Highlighted in Multiple Comparisons, Underscoring EUV Monopoly
Multiple financial media on Oct 1, 2026 published comparative analyses, all emphasizing ASML's global monopoly in EUV lithography and mentioning 2027 capacity expansion plans.
D1 -0.2% · +5d -2.1%
AnalystBull
ASML Expected to Beat Earnings on Oct 14, Zacks ESP Positive
Zacks notes strong earnings expectations for ASML, with current quarter EPS up 95.6% YoY and revenue growth of 50%, plus a positive ESP of +5.53% suggesting potential beat.
D1 -1.2% · +5d -0.4%
Company
ASML CEO Warns Overly Broad China Chip Restrictions Could Backfire
CEO says over-restriction may accelerate domestic rivals, citing Huawei's DUV progress
D1 +1.6% · +5d +5.0%
›2 waves of this story
2026-09-28 CEO Fouquet says over-restriction may spur domestic alternatives; supply chain complexity limits capacity expansion
2026-09-29 CEO says over-restriction may accelerate domestic rivals, citing Huawei's DUV progress
Capital
ASML Discloses Share Repurchases for Sept 21-25
Repurchased 165,200 shares under program announced Jan 28, continuing buyback execution
D1 +1.9% · +5d +3.5%
›3 waves of this story
2026-09-21 Repurchases ~€428M during Sep 14-18, showing capital return commitment, though modest relative to market cap
2026-09-28 Company announcement discloses transactions under current buyback program, continuing prior repurchases
2026-09-28 Repurchased 165,200 shares under program announced Jan 28, continuing buyback execution
Analyst
ASML Backed by Multiple X Users as EUV Key to AI
Multiple independent X users reiterate ASML's core role in AI chipmaking, boosting attention
D1 +1.2% · +5d +7.1%
›2 waves of this story
2026-09-25 Multiple users highlight equipment makers' core role in AI capex, noting 200-day MA support
2026-09-26 Multiple independent X users reiterate ASML's core role in AI chipmaking, boosting attention
CompanyBear
ASML Reports Zero Sales in Europe, Warns Region May Lag in Chip Race
EVP cites zero equipment sales in Europe, highlighting the region's chip manufacturing gap and ASML's regional exposure
D1 +2.1% · +5d +4.9%
AnalystBull
ASML Recommended by Multiple X Users as Key Layer of AI Economy
Multiple independent X users cite ASML as core to AI economy, with valuation and drawdown data
D1 +1.9% · +5d +3.5%
›2 waves of this story
2026-09-21 Multiple independent X users cite ASML as core in AI compute layer, noting valuation and long-term buy opportunity
2026-09-21 Multiple independent X users cite ASML as core to AI economy, with valuation and drawdown data
CompanyBull
ASML Installed Base Sales Surge 31.8%; Equip Supply Constraints Highlighted
Installed base revenue jumps; traders flag supply-constrained semi equipment sector
D1 +3.1% · +5d +3.8%
AnalystBull
Multiple Analysts See Surging Semi Spending, Bolstering ASML Demand
BofA sees $3.2T semi market by 2030; analysts cite ASML as key AI capex beneficiary
D1 +3.1% · +5d +3.8%
ProductBull
ASML High-NA EUV Systems Accelerate Deployment, Capacity and Customer Progress Update
10 High-NA systems operating across four customers, 3 more being shipped/installed, cumulative exposure >1.35M wafers, EXE:5200B reaches 135 wafers/hour
D1 +2.9% · +5d -9.8%
›6 waves of this story
2026-09-08 Samsung to use High NA in DRAM by 2028; TSMC partnership on 12-inch masks bolsters ASML's advanced lithography position
2026-09-09 Samsung joins High-NA EUV customer base; TSMC collaboration on 12-inch mask strengthens growth outlook
2026-09-10 AI demand drives advanced lithography collaboration, but customer qualification and manufacturing decisions remain key
2026-09-12 Intel is first to process 1M+ 300mm wafers using ASML High-NA EUV, validating demand for ASML's advanced lithography
2026-09-17 10 High-NA systems operating across four customers, 3 more being shipped/installed, cumulative exposure >1.35M wafers, EXE:5200B reaches 135 wafers/hour
Capital
Samsung Leads $230M Round in Euclyd, Chaired by Ex-ASML CEO
Ex-ASML CEO's role in AI chip startup highlights industry ties
D1 +1.0% · +5d +9.8%
OtherBear
AI Executives Call for Slower Model Development, ASML Shares Fall 6.2%
AI executives' call to slow development hits ASML as chip equipment supplier
D1 +1.0% · +5d +9.8%
›2 waves of this story
2026-09-15 Calls by Anthropic CEO et al. to slow advanced AI development raise demand concerns, ASML fell 6.2% on Sept 14.
2026-09-15 AI executives' call to slow development hits ASML as chip equipment supplier
CompanyBull
ASML explores making >110 EUV tools in 2028 to meet AI demand
JPMorgan after meeting CFO says ASML studies boosting 2028 EUV output, nearly sold out, indicating strong AI demand.
D1 -7.3% · +5d +8.6%
CompanyBull
ASML Breaks Ground on New Dutch Plant to Expand Capacity for AI Demand
New campus construction aligns with 65 Low-NA shipments in 2026, expanding capacity for AI chip demand
D1 +2.9% · +5d -9.8%
Capital
ASML Reports Transactions Under Share Buyback Program
Company announcement details buyback transactions, indicating capital return activity
