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Stock impact report

TSMC High NA Delay Puts ASML Growth Outlook And Valuation In Focus [Yahoo! Finance]

ASML Holding N.V. - New York Registry Shares (ASML) 
Last asml holding n.v. - new york registry shares earnings: 4/15 01:00 am Check Earnings Report
Company Research Source: Yahoo! Finance
TSMC, ASML Holding's (ENXTAM:ASML) largest customer, has said it does not plan to use ASML's High-NA EUV tools in production before 2029. The chipmaker intends to rely on current generation EUV equipment for further efficiency and performance gains instead of shifting earlier to High-NA EUV. This timing update affects the expected industry rollout of High-NA EUV and may influence ASML's visibility on orders for its most advanced systems. ASML Holding (ENXTAM:ASML) sits at the center of advanced chip manufacturing as the sole supplier of EUV lithography tools used by leading foundries such as TSMC. The decision by TSMC to push out production use of High-NA EUV to 2029 keeps the focus on extracting more value from existing EUV machines instead of accelerating a technology transition. For readers, this places additional attention on how ASML's current EUV and deep ultraviolet product lines fit into chipmakers' multi year capex plans. TSMC's stance could influence how other major Show less Read more
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