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Apple and Intel have reportedly reached a foundry agreement that could trigger a multi billion euro order for ASML Holding’s lithography systems.
The potential order is tied to future advanced chip production at Intel that would support Apple device processors.
This reported demand arrives as some existing customers delay adoption of ASML’s High NA EUV tools.
ASML Holding (NasdaqGS:ASML) sits at the center of high end chip manufacturing, and this reported Apple Intel link puts that role back in focus. The stock trades around $1,501.81, with a return of 29.0% year to date and 102.1% over the past year, highlighting how closely investors currently associate ASML with advanced semiconductor spending cycles.
For investors watching near term demand risks around High NA EUV, a multi billion euro equipment order from an Apple Intel foundry partnership could change the mix of ASML’s customer exposure. The key questions now are the timing, scale and product mix of any eventual orders, and how they might influence ASML’s revenue visibility across its current and next generation lithography platforms.
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NasdaqGS:ASML Earnings & Revenue Growth as at May 2026
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Quick Assessment
⚖️ Price vs Analyst Target: At US$1,501.81, ASML trades about 11% below the US$1,694.44 analyst target, suggesting the price sits within the published target range rather than at an extreme.
❌ Simply Wall St Valuation: Simply Wall St estimates ASML is trading 95.1% above its fair value, flagging a stretched valuation on that model.
✅ Recent Momentum: The stock is up 1.4% over the last 30 days, which is modest but still a positive short term move as this news emerges.
There is only one way to know the right time to buy, sell or hold ASML Holding. Head to Simply Wall St’s company report for the latest analysis of ASML Holding’s fair value.
Key Considerations
📊 A potential multi billion euro order linked to Apple and Intel could help balance near term uncertainty around High NA EUV tool timing.
📊 Watch whether this foundry demand shows up in ASML’s backlog, revenue guidance and product mix across current and High NA EUV systems.
⚠️ With the stock priced well above Simply Wall St’s estimated fair value, execution risk on this reported order and any further delays in High NA adoption could matter more for sentiment.
Dig Deeper
For the full picture including more risks and rewards, check out the complete ASML Holding analysis. Alternatively, you can check out the community page for ASML Holding to see how other investors believe this latest news will impact the company’s narrative.
This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.
Companies discussed in this article include ASML.
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