ASML reported a strong quarter with soaring revenue and raised guidance, dominating advanced chip lithography with its High NA EUV tools. Meanwhile, Canon and Nikon are pursuing alternative lithography methods—nanoimprint and DUV—that target less advanced chip layers where cost efficiency matters more than cutting-edge resolution. Canon's nanoimprint system has gained traction with memory maker Kioxia, signaling potential growth in this niche. The market is watching whether these cheaper technologies can scale and gain wider adoption, which could shift industry dynamics and investment opportunities beyond ASML's current dominance.
ASML shares trade at USD 1,617.76 as of Sep 18, 2026 00:11 WIB on Pluang, up 0.97% for the day but still below its 52-week high of $1.99K, showing room for growth despite recent gains. The stock's market cap stands at $618.71 billion, reflecting its dominant position in advanced chip lithography. Investor activity on Pluang shows a slight tilt toward selling with 56% of orders to sell versus 44% to buy, indicating some profit-taking or cautious sentiment amid ASML's strong quarterly performance.
ASML's $400 million lithography machine is essential for making advanced AI chips but cannot print the largest chip designs in a single exposure, forcing costly multi-step stitching processes. A fix involving larger photomasks is planned but won't be...
ASML's stock fell over 14% recently, yet it remains a strong buy due to its monopoly on EUV lithography machines essential for advanced chip manufacturing. The company reported a 21.3% revenue increase in Q2 2026 and raised its full-year guidance, su...
Lam Research and Applied Materials both posted strong quarterly results driven by AI-related semiconductor investments. Lam Research's focus on advanced etch technology closely aligns with ASML's high-margin EUV systems, making it a more direct benef...
Chip equipment stocks including Applied Materials, Lam Research, and ASML dropped 5-6% following calls from AI leaders to slow AI model progress. This raised concerns that AI-driven capital spending on semiconductor fabrication equipment may slow dow...
ASML, the Dutch leader in advanced chip-making machines, has seen its stock fall 6.17% over the past month despite strong fundamentals and rising revenue. Concerns over US and Dutch export controls limiting China exposure and a sector-wide sell-off h...
