{"id":11081,"date":"2026-05-13T07:26:09","date_gmt":"2026-05-13T07:26:09","guid":{"rendered":"https:\/\/www.europesays.com\/netherlands\/11081\/"},"modified":"2026-05-13T07:26:09","modified_gmt":"2026-05-13T07:26:09","slug":"apple-intel-foundry-talks-put-asml-at-center-of-chip-shift","status":"publish","type":"post","link":"https:\/\/www.europesays.com\/netherlands\/11081\/","title":{"rendered":"Apple Intel Foundry Talks Put ASML At Center Of Chip Shift"},"content":{"rendered":"\n

Make better investment decisions<\/a> with Simply Wall St’s easy, visual tools that give you a competitive edge.<\/p>\n

Apple and Intel are reported to be working on a foundry agreement that could trigger a multi billion euro order for ENXTAM:ASML lithography systems.<\/p>\n

The potential order focuses on next generation chip manufacturing capacity at a time when TSMC is delaying adoption of ASML’s latest High-NA EUV systems.<\/p>\n

This development reinforces ASML’s monopoly position in advanced lithography equipment as Western tech companies diversify their manufacturing partnerships.<\/p>\n

For readers tracking ENXTAM:ASML, this potential Apple and Intel foundry deal highlights how central the company is to cutting edge chip production. ASML supplies lithography systems that sit at the core of advanced semiconductor manufacturing, and any large, long term equipment agreement can influence capacity planning across the sector. The timing is important because some global chipmakers are adjusting their roadmaps for the most advanced tools, including High-NA EUV.<\/p>\n

If Apple and Intel move ahead with a multi billion euro commitment, investors will likely focus on how this shapes ASML’s order visibility, product mix, and customer concentration. At the same time, TSMC’s slower High-NA roll out could affect when and where the most advanced tools are installed, potentially changing near term market share patterns within high end lithography. Readers watching ENXTAM:ASML may want to pay attention to how quickly this foundry arrangement is formalised and what it implies for ASML’s production and allocation decisions.<\/p>\n

Stay updated on the most important news stories for ASML Holding<\/a> by adding it to your watchlist<\/a> or portfolio<\/a>. Alternatively, explore our Community<\/a> to discover new perspectives on ASML Holding.<\/p>\n

\"ENXTAM:ASML<\/a> ENXTAM:ASML Earnings & Revenue Growth as at May 2026 <\/p>\n

We’ve flagged 1 risk for ASML Holding. See which could impact your investment.<\/a><\/p>\n

This potential Apple and Intel foundry agreement puts ASML at the center of a major shift in where advanced chips may be produced. If the deal progresses and reaches the reported ceiling of about \u20ac4.6b in lithography orders, it would give ASML another large, long-duration demand source tied to high-volume consumer products such as the iPhone. That would come at a time when TSMC is delaying deployment of ASML\u2019s most advanced High-NA extreme ultraviolet systems until at least 2029, so investors may see this as a partial offset to slower tool uptake at one key customer. It could also broaden ASML\u2019s exposure across US and European foundries as Apple and Intel adjust their manufacturing relationships, reducing reliance on any single chip manufacturer.<\/p>\n

How This Fits Into The ASML Holding Narrative <\/p>\n

The potential Apple Intel foundry deal lines up with the narrative that AI and advanced computing demand, together with global customer partnerships, can support higher lithography equipment sales and long-term earnings power.<\/p>\n

TSMC\u2019s delay in adopting High-NA equipment highlights one of the narrative\u2019s flagged uncertainties around the timing of High-NA transitions and may limit how quickly this tool generation contributes to system revenue.<\/p>\n

The reported shift of some iPhone-related capacity toward Intel and Apple\u2019s foundry plans is not fully captured in existing narrative themes about future DRAM tightness and AI demand, which have focused more on memory and data center spending than smartphone supply chains.<\/p>\n

Knowing what a company is worth starts with understanding its story. Check out one of the top narratives in the Simply Wall St Community for ASML Holding<\/a> to help decide what it’s worth to you.<\/p>\n

The Risks and Rewards Investors Should Consider <\/p>\n

\u26a0\ufe0f Concentration risk if a large multi year order from Apple and Intel increases ASML\u2019s exposure to a small group of US and European customers while regulatory scrutiny on export controls remains in focus.<\/p>\n

\u26a0\ufe0f Execution risk around High-NA EUV, where TSMC\u2019s delay, regulatory discussions on China and possible shifts in foundry technology roadmaps at Samsung and Intel could all influence tool shipment timing.<\/p>\n

\ud83c\udf81 ASML\u2019s continued monopoly in advanced EUV lithography positions it as a core supplier if Apple, Intel, Samsung and other chip producers expand capacity for AI focused and high performance chips.<\/p>\n

\ud83c\udf81 The combination of a potential multi billion euro order, existing buyback activity and analyst interest in the stock\u2019s growth profile supports the idea that ASML remains central to future semiconductor capital spending.<\/p>\n

What To Watch Going Forward <\/p>\n

From here, it makes sense to watch how concrete the Apple Intel foundry agreement becomes, including any disclosed timelines and tool mix, and how that compares with TSMC\u2019s adjusted High-NA schedule. Keep an eye on how ASML allocates production slots between customers, whether export control discussions affect service and system access in China, and how other chipmakers such as Samsung respond in their own capacity plans. Any updates to ASML\u2019s shipment guidance, capacity expansion plans or commentary on order visibility could help clarify how this deal fits alongside broader AI and smartphone related demand.<\/p>\n

To ensure you’re always in the loop on how the latest news impacts the investment narrative for ASML Holding, head to the community page for ASML Holding<\/a> to never miss an update on the top community narratives.<\/p>\n

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.<\/p>\n

Companies discussed in this article include ASML.AS<\/a>.<\/p>\n

Have feedback on this article? Concerned about the content? Get in touch<\/a> with us directly. Alternatively, email editorial-team@simplywallst.com<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"Make better investment decisions with Simply Wall St’s easy, visual tools that give you a competitive edge. Apple…\n","protected":false},"author":2,"featured_media":383,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[59],"tags":[9300,446,65,9299,9298,2619,9297,302,1454],"class_list":{"0":"post-11081","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-asml","8":"tag-advanced-tools","9":"tag-apple","10":"tag-asml","11":"tag-capacity-planning","12":"tag-foundry-agreement","13":"tag-intel","14":"tag-lithography-equipment","15":"tag-lithography-systems","16":"tag-tsmc"},"_links":{"self":[{"href":"https:\/\/www.europesays.com\/netherlands\/wp-json\/wp\/v2\/posts\/11081","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.europesays.com\/netherlands\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.europesays.com\/netherlands\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/netherlands\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/netherlands\/wp-json\/wp\/v2\/comments?post=11081"}],"version-history":[{"count":0,"href":"https:\/\/www.europesays.com\/netherlands\/wp-json\/wp\/v2\/posts\/11081\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/netherlands\/wp-json\/wp\/v2\/media\/383"}],"wp:attachment":[{"href":"https:\/\/www.europesays.com\/netherlands\/wp-json\/wp\/v2\/media?parent=11081"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.europesays.com\/netherlands\/wp-json\/wp\/v2\/categories?post=11081"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.europesays.com\/netherlands\/wp-json\/wp\/v2\/tags?post=11081"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}