ASML Stock’s AI Boom Has a Catch: TSMC Won’t Rush the $410 Million Machine

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ASML’s stock is experiencing an AI-driven boom, but a key uncertainty arises from TSMC, its largest client, which is delaying the adoption of ASML’s most advanced $410 million High-NA EUV machines. While ASML has raised its sales forecast and sees strong demand for chips, TSMC’s decision to stick with existing EUV technology for now could impact the sales trajectory of ASML’s priciest equipment. Analysts suggest this might be a timing issue rather than a fundamental shift, with Intel and Samsung still showing interest in the High-NA technology.

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