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ASML stories

Sep 8, 2026

ASML, TSMC, Samsung and Intel form consortium to develop 12-inch photomasks for AI chips

Major chipmakers have committed to ASML's initiative to transition from 6-inch to 12-inch photomasks, forming the Large Mask Consortium to address throughput limitations in high-NA EUV lithography systems. The move aims to eliminate stitching constraints that currently prevent the newest machines from printing the largest AI chips.

Sep 8, 2026·5 sources
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Jul 27, 2026

China Reportedly Begins Producing Homegrown Immersion DUV Lithography Machines

China has reportedly begun manufacturing domestically developed immersion deep ultraviolet (DUV) lithography machines, a key chipmaking tool long dominated by Dutch supplier ASML, as it seeks to reduce reliance on foreign semiconductor technology.

Jul 27, 2026·9 sources
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Jul 15, 2026

ASML to Award €20,000 Stock Bonus to 45,000 Employees Amid Record AI-Driven Chip Sales

Dutch chip equipment maker ASML announced it will grant all employees a one-time €20,000 restricted stock award vesting in 2030, contingent on continued employment. The bonus follows the company raising its full-year sales outlook to €43-45 billion as AI demand drives record chip equipment orders.

Jul 15, 2026·7 sources
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ASML raises full-year sales forecast for second time on AI chip demand

Dutch semiconductor equipment maker ASML increased its full-year sales guidance for the second time in 2026 as customers continue ramping up production of AI chips.

Jul 15, 2026·1 source
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Jun 19, 2026

US Raises Concerns with ASML Over Possible Chinese Access to Advanced EUV Chipmaking Equipment

US Commerce Secretary Howard Lutnick met with ASML leadership to express concerns that one of the company's top-tier extreme ultraviolet (EUV) lithography machines may have reached China. ASML has denied ever shipping EUV equipment to China.

Jun 19, 2026·3 sources
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US Tells ASML It Suspects Top Chipmaking Tool May Be in China

US Commerce Secretary Howard Lutnick informed ASML executives that Washington is concerned one of the company's extreme ultraviolet lithography machines may have reached China in violation of export restrictions.

Jun 19, 2026·2 sources
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Top claims

  • ▪SK Hynix is separately evaluating whether to join the Large Mask Consortium.
  • ▪ASML Chief Technology Officer Marco Pieters stated that transitioning to 12-inch masks will increase the scanner productivity of High-NA EUV systems by 40%.
  • ▪Large chip dies exceeding the 26 mm by 16.5 mm High-NA EUV exposure field require reticle stitching, where two overlapping half-fields are exposed and aligned at a seam.

Topics

Compute, chips & AI infrastructureSemiconductor manufacturingAI compute & environmental impactEUV lithographyAI chip designGlobal supply chainsAdvanced manufacturingChina tech & industrial strategyChina-United States relationsCorporate earningsAIU.S.–China relationsSemiconductor export controlsExport controls

Related entities

NetherlandsShanghaiChinaASML HoldingUnited StatesChina