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Image source: Getty Images.<\/p>\n
The earliest time Taiwan Semi would consider adopting the equipment is in 2029 for its A13 node.<\/p>\n
The costs of NA-EUV equipment are steep; according to Bloomberg reporting, these sophisticated and large-scale machines can fetch at least $410 million apiece.<\/p>\n
In a briefing for members of the press and analysts just before the opening of his company’s annual Technology Symposium, Zhang implied it was comfortable with its existing low-NA EUV equipment. He said the company’s research and development personnel “continue to find a way to drive technology scaling without using high-NA.”<\/p>\n
Initial overreaction<\/p>\n
On Wednesday, ASML stock fell as much as 5.5% as investors parsed these remarks. The fact that the shares recovered relatively well from this suggests that investors are viewing it more as a setback than a damaging blow to the company’s business.<\/p>\n
I think that’s a realistic way to look at it. ASML is still an important, some would say critical, company in the development and rollout of artificial intelligence (AI)<\/a> hardware. Even if its high-NA gear doesn’t make its way into Taiwan Semi’s facilities right away, 2029 isn’t very far off.<\/p>\n And Taiwan Semi, of course, isn’t the only potential client for this equipment — Intel purchased a set of the ASML machines and put one into operational use in April 2024.<\/p>\n Should you buy stock in ASML right now?<\/p>\n Before you buy stock in ASML, consider this:<\/p>\n The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks<\/a> for investors to buy now\u2026 and ASML wasn\u2019t one of them. The 10 stocks that made the cut could produce monster returns in the coming years.<\/p>\n Consider when Netflix made this list on December 17, 2004… if you invested $1,000 at the time of our recommendation, you\u2019d have $499,277!* Or when Nvidia made this list on April 15, 2005… if you invested $1,000 at the time of our recommendation, you\u2019d have $1,225,371!*<\/p>\n Now, it\u2019s worth noting Stock Advisor\u2019s total average return is 972% \u2014 a market-crushing outperformance compared to 198% for the S&P 500. Don’t miss the latest top 10 list, available with Stock Advisor, and join an investing community built by individual investors for individual investors.<\/p>\n See the 10 stocks \u00bb<\/a><\/p>\n *Stock Advisor returns as of April 22, 2026. <\/p>\n Eric Volkman<\/a> has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends ASML and Taiwan Semiconductor Manufacturing. The Motley Fool has a disclosure policy<\/a>.<\/p>\n <\/p>\n","protected":false},"excerpt":{"rendered":"Key Points Taiwan Semiconductor will continue to operate its current chip-making equipment. While this is a setback for…\n","protected":false},"author":2,"featured_media":5110,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[59],"tags":[65,578,575,574,577,576,579,4527,806,79],"class_list":{"0":"post-5109","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-asml","8":"tag-asml","9":"tag-futures","10":"tag-index-market-quote","11":"tag-index-market-quotes","12":"tag-index-market-symbol","13":"tag-index-market-symbols","14":"tag-indices","15":"tag-nvda","16":"tag-nvidia-corp","17":"tag-the-globe-and-mail"},"_links":{"self":[{"href":"https:\/\/www.europesays.com\/netherlands\/wp-json\/wp\/v2\/posts\/5109","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=5109"}],"version-history":[{"count":0,"href":"https:\/\/www.europesays.com\/netherlands\/wp-json\/wp\/v2\/posts\/5109\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/netherlands\/wp-json\/wp\/v2\/media\/5110"}],"wp:attachment":[{"href":"https:\/\/www.europesays.com\/netherlands\/wp-json\/wp\/v2\/media?parent=5109"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.europesays.com\/netherlands\/wp-json\/wp\/v2\/categories?post=5109"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.europesays.com\/netherlands\/wp-json\/wp\/v2\/tags?post=5109"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}