EUV News & Analysis
4 articles
Market Mood
MATCH Act Proposes Stricter Controls on ASML’s Revenue Potential
The MATCH Act seeks to impose stricter export controls on equipment manufactured by ASML (NASDAQ: ASML), the main producer of extreme ultraviolet lithography machines. Currently, ASML is barred from selling its most advanced EUV equipment to China, with potential tighter resale controls being a key feature of the bill. Precedence Research forecasts the AI chip industry will grow from $122 billion in 2026 to $1.1 trillion by 2035, indicating a significant need for ASML's technology. As of late 2025, ASML's backlog was €38.8 billion ($45.7 billion), reflecting strong demand despite regulatory challenges.
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ASML (ASML) Stock Price Target Raised on Strong EUV Demand
RBC Capital has increased the stock price target for ASML (ASML) due to robust demand for extreme ultraviolet (EUV) lithography machines. This adjustment reflects market confidence in ASML's growth prospects as the semiconductor sector continues to expand. Specific figures regarding the new price target were not disclosed, but the emphasis on EUV demand highlights significant market developments. The rising interest in EUV technology could positively impact ASML's financial performance moving forward.
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ASML (ASML) Reports €38.8B Backlog and Raises 2026 Revenue Guidance
ASML Holding (NASDAQ:ASML) has reported an order backlog of €38.8 billion for the end of 2025, up from €35.9 billion in 2024. The company raised its 2026 revenue guidance to between €34 billion and €39 billion, compared to €32.7 billion in 2025, indicating potential growth of 4% to 19% year-over-year. ASML's monopoly in extreme ultraviolet lithography systems is critical for manufacturing advanced semiconductor chips at nodes below 5 nm. This growth is driven by strong AI chip demand and expansions at major clients such as TSMC and Samsung.
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ASML (ASML) Price Target Raised to $1971 Amid DRAM Capacity Growth
On March 26, Bernstein SocGen Group reiterated an Outperform rating on ASML Holding N.V. (ASML) and increased the price target to $1971 from $1911. The company is expected to benefit from a significant DRAM capacity build-out, with monthly wafer production projected to grow from 145,000 in 2025 to 330,000 by 2027. Additionally, ASML is expected to ship 44 EUV machines to DRAM producers in 2028, a rise from 18 units in 2025. This positive outlook could enhance ASML's market position in the semiconductor manufacturing sector.
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