NasdaqGS:ASMLSemiconductor
Apple Intel Foundry Shift Reshapes ASML Tool Demand Outlook
Apple and Intel are reportedly working toward a multi billion euro foundry agreement that could translate into large equipment orders for ASML (NasdaqGS:ASML).
TSMC is expected to delay adoption of ASML’s High NA EUV tools until at least 2029, affecting the timing of demand from one of ASML’s key customers.
Export control uncertainties continue to affect where and how quickly ASML can ship its most advanced tools, adding another variable to its future order mix.
ASML supplies lithography...