US Commerce Secretary Howard Lutnick has expressed concerns that ASML, the Dutch maker of advanced EUV lithography machines essential for cutting-edge chips, may have shipped one such machine to China, violating export controls. ASML denies any EUV system exists in China and tracks all its machines closely. This issue matters because ASML holds a monopoly on these machines, critical for AI chip production, and a breach could impact US efforts to limit China's advanced tech capabilities. The US government has not publicly shared evidence yet, and ASML continues to sell older, less advanced tools to China under strict controls. Further investigation and evidence disclosure are awaited.
ASML, a Dutch lithography leader, has surged 74.81% in 2026 due to strong AI infrastructure demand, a record $45 billion backlog, and raised revenue guidance to €36-40 billion. Elon Musk praised ASML as a key SpaceX-Tesla supplier, boosting investor ...
ASML Holdings is rated a buy with a price target of $2173, implying a 16.6% upside from the current $1863 per share. The growth is driven by increased EUV lithography use, high NA EUV adoption, and demand for metrology and inspection. Estimated EPS i...
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