{"id":5304,"date":"2026-04-23T13:28:11","date_gmt":"2026-04-23T13:28:11","guid":{"rendered":"https:\/\/www.europesays.com\/netherlands\/5304\/"},"modified":"2026-04-23T13:28:11","modified_gmt":"2026-04-23T13:28:11","slug":"asml-shares-drop-as-tsmc-delays-adoption-of-next-gen-euv-machines","status":"publish","type":"post","link":"https:\/\/www.europesays.com\/netherlands\/5304\/","title":{"rendered":"ASML shares drop as TSMC delays adoption of next-gen EUV machines"},"content":{"rendered":"<p>    <img fetchpriority=\"high\" decoding=\"async\" src=\"https:\/\/www.europesays.com\/netherlands\/wp-content\/uploads\/2026\/04\/b7a296d34595a77ac6c07389da691604.png\" alt=\"microchip \u00a9Jon Sullivan\" loading=\"eager\" height=\"351\" width=\"640\" class=\"yf-lglytj  loaded\"\/> microchip \u00a9Jon Sullivan      <\/p>\n<p class=\"yf-1fy9kyt\">ASML Holding (NASDAQ:ASML) shares fell 3.3% on Thursday after Taiwan Semiconductor Manufacturing Co (NYSE:TSM) indicated it will delay using the company\u2019s most advanced lithography systems.<\/p>\n<p class=\"yf-1fy9kyt\">TSMC, ASML\u2019s biggest customer according to Bloomberg supply chain data, said it does not plan to introduce ASML\u2019s high numerical aperture extreme ultraviolet (high-NA EUV) machines into production before 2029. Each unit carries a price tag of more than \u20ac350 million ($410 million).<\/p>\n<p class=\"yf-1fy9kyt\">TSMC Deputy Co-Chief Operating Officer Kevin Zhang told reporters that the company will continue relying on its existing EUV technology, describing the newer high-NA EUV systems as \u201cvery, very expensive.\u201d<\/p>\n<p class=\"yf-1fy9kyt\">Zhang made the remarks while confirming that TSMC\u2019s next-generation A13 chip is expected to enter production in 2029.<\/p>\n<p class=\"yf-1fy9kyt\">The postponement could complicate ASML\u2019s roadmap, as the Dutch company had expected its high-NA EUV tools to begin large-scale deployment between 2027 and 2028.<\/p>\n<p class=\"yf-1fy9kyt\">ASML is targeting revenue of up to \u20ac60 billion by 2030, with investor sentiment closely tied to the pace of adoption of its next-generation equipment.<\/p>\n<p class=\"yf-1fy9kyt\">Analysts at Bernstein said the development \u201cprobably shouldn\u2019t be a surprise,\u201d noting that TSMC had already signaled last year that it would not use high-NA EUV for its A14 process node.<\/p>\n<p class=\"yf-1fy9kyt\">They added that the baseline expectation has long been for adoption to occur at the A10 node around 2030. While there had been speculation that TSMC might introduce the technology for limited layers in 2029, analysts described that view as \u201cmore speculative\u201d due to limited supporting evidence.<\/p>\n<p class=\"yf-1fy9kyt\">\u201cWhile HNA adoption is viewed as a major milestone, it\u2019s probably neutral, or even positive, for ASML to have slower HNA,\u201d the analysts said.<\/p>\n<p class=\"yf-1fy9kyt\">ASML Holding stock price<\/p>\n<p class=\"yf-1fy9kyt\">Taiwan Semiconductor stock price<\/p>\n","protected":false},"excerpt":{"rendered":"microchip \u00a9Jon Sullivan ASML Holding (NASDAQ:ASML) shares fell 3.3% on Thursday after Taiwan Semiconductor Manufacturing Co (NYSE:TSM) indicated&hellip;\n","protected":false},"author":2,"featured_media":5305,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[59],"tags":[65,301,522,4865,302,4872,1454],"class_list":{"0":"post-5304","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-asml","8":"tag-asml","9":"tag-asml-holding","10":"tag-euv","11":"tag-kevin-zhang","12":"tag-lithography-systems","13":"tag-taiwan-semiconductor-manufacturing-co","14":"tag-tsmc"},"_links":{"self":[{"href":"https:\/\/www.europesays.com\/netherlands\/wp-json\/wp\/v2\/posts\/5304","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=5304"}],"version-history":[{"count":0,"href":"https:\/\/www.europesays.com\/netherlands\/wp-json\/wp\/v2\/posts\/5304\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/netherlands\/wp-json\/wp\/v2\/media\/5305"}],"wp:attachment":[{"href":"https:\/\/www.europesays.com\/netherlands\/wp-json\/wp\/v2\/media?parent=5304"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.europesays.com\/netherlands\/wp-json\/wp\/v2\/categories?post=5304"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.europesays.com\/netherlands\/wp-json\/wp\/v2\/tags?post=5304"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}