ASML Holding

An analysis by the Center for Technology & Statecraft concludes that the export restrictions introduced in 2023 are having an effect: Chinese firms have purchased an estimated 343 immersion lithography systems from ASML, including 270 units of the older Twinscan NXT:1980Di. Newer models like the NXT:2150i did not reach China; ASML sales to Chinese customers amounted to around €41 billion from 2012 to 2025, €10.2 billion in 2024 alone. The CTS is calling for a ban on the sale and maintenance of all immersion systems to China to more clearly limit the production capacity of Chinese foundries. » Altro su heise.de

ASML has raised its full-year outlook and expects accelerated capacity growth at customers thanks to strong AI-chip demand. For the quarterly report due on October 14, analysts forecast a profit increase of about 94% compared with the same quarter last year. The stock has risen roughly 75% year-to-date, so missing the high expectations could lead to significant price corrections. » Altro su finanzen.net

After a strong breakout and price rise, ASML Holding’s stock is consolidating around the 1,600-euro mark. New upward momentum would require a daily close above the August high at 1,632.00 EUR, followed by the levels 1,678.20 EUR, 1,700.00 EUR and the record high at 1,741.00 EUR. In case of a pullback, the June downtrend line offers a potential pullback point; if the stock falls below the GD50 (1,490.50 EUR), a correction down to the July uptrend line and the September low at 1,365.40 EUR would be conceivable. » Altro su finanzen.net