ASML says it's getting order interest through 2030 as profit smashes expectations

Impact · against what's priced in

ASML receives a positive catalyst as management signals a willingness to expand 2028 capacity beyond the current 30% forecast, a scenario the market had previously refused to price in. For TSMC, the commitment to High-NA EUV supports the long-term AI demand thesis, but provides little immediate impact as the price already assumes the company's dominance in advanced chipmaking.

ASML+0.60

Challenges what's priced in

The price assumes