TSMC production ramp drives EUV exposure needs, while market uncertainty regarding Intel affects ASML's outlook, leading to a UBS stock upgrade for ASML.
2 reports, 1 independent
Updated Sep 5
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New informationRepeats or wire copies
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What happened
TSMC production ramp drives EUV exposure needs, while market uncertainty regarding Intel affects ASML's outlook, leading to a UBS stock upgrade for ASML.
Who's involved
What this event is mainly aboutHow it developed
Newest first. Tap a step to see who reported it.- ASML's cautious outlook sparked sector sell-off on August 2, 2025.Sub-event
- ASML's EUV systems are used by TSMC and Intel for chip manufacturing, while AI market growth impacts ServiceNow and CrowdStrike.Sub-event
ASML benefits from TSMC ramp, but market outlook tied to Intel and UBS financial upgrade.1 source
Intel successfully became the first High-NA EUV customer.1 source
Keep exploring
Part of
ASML, based in the Netherlands, operates facilities and hires in Taiwan, providing crucial EUV machines to TSMC.Also in this story
- TSMC and ASML are collaborating to improve chip production economics using ASML's lithography platform.
- TSMC and ASML announced a partnership to introduce ASML technology and EUV photomasks for advanced chip production.
The entities involved
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ASML Holding
Dutch company and supplier of photolithography systems
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TSMC
semiconductor foundry company headquartered in Taiwan
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Intel
American multinational technology company
Related events
- Intel, TSMC, and Samsung are adopting ASML's High NA EUV technology for advanced chip and DRAM production.
- Intel announced that it had reached manufacturing milestones with an ASML partner, concurrently raising its enterprise CPU prices by 10%.
- ASML announced new partnerships with Xanadu and supply agreements with Intel and TSMC for advanced chip manufacturing.
- TSMC is manufacturing AI chips for Nvidia, while Intel tests advanced EUV tools in Europe and Nikon challenges ASML.
- Intel is strategically pivoting by expanding its foundry business to compete with TSMC, facing increased rivalry from AMD and market pressure from Nvidia's AI dominance.
Coverage
Newest first; wire copies grouped- Investing.com‘The return of the quality compounder’: ASML upgraded to Buy at UBS Investing.com -- UBS on Thursday upgraded ASML stock to Buy, arguing that the semiconductor equipment maker is set to re-emerge as
- Investing.comIs the U.S. government equity investment in Intel a real positive for the stock? Investing.com -- The U.S. government’s equity investment in Intel (NASDAQ:INTC) provides fresh liquidity for the compa