Installed base revenue jumps; traders flag supply-constrained semi equipment sector
첫날 +3.1% · 5일 후 +3.8%
애널리스트호재
Multiple Analysts See Surging Semi Spending, Bolstering ASML Demand영어 원문
BofA sees $3.2T semi market by 2030; analysts cite ASML as key AI capex beneficiary
첫날 +3.1% · 5일 후 +3.8%
제품호재
ASML High-NA EUV Systems Accelerate Deployment, Capacity and Customer Progress Update영어 원문
10 High-NA systems operating across four customers, 3 more being shipped/installed, cumulative exposure >1.35M wafers, EXE:5200B reaches 135 wafers/hour
첫날 +2.9% · 5일 후 -9.8%
›전개 과정 6회
2026-09-08Samsung to use High NA in DRAM by 2028; TSMC partnership on 12-inch masks bolsters ASML's advanced lithography position
2026-09-09Samsung joins High-NA EUV customer base; TSMC collaboration on 12-inch mask strengthens growth outlook
2026-09-10AI demand drives advanced lithography collaboration, but customer qualification and manufacturing decisions remain key
2026-09-12Intel is first to process 1M+ 300mm wafers using ASML High-NA EUV, validating demand for ASML's advanced lithography
2026-09-1710 High-NA systems operating across four customers, 3 more being shipped/installed, cumulative exposure >1.35M wafers, EXE:5200B reaches 135 wafers/hour
M&A·자금조달
Samsung Leads $230M Round in Euclyd, Chaired by Ex-ASML CEO영어 원문
Ex-ASML CEO's role in AI chip startup highlights industry ties
첫날 +1.0% · 5일 후 +9.8%
기타악재
AI Executives Call for Slower Model Development, ASML Shares Fall 6.2%영어 원문
AI executives' call to slow development hits ASML as chip equipment supplier
첫날 +1.0% · 5일 후 +9.8%
›전개 과정 2회
2026-09-15Calls by Anthropic CEO et al. to slow advanced AI development raise demand concerns, ASML fell 6.2% on Sept 14.
2026-09-15AI executives' call to slow development hits ASML as chip equipment supplier
기업호재
ASML explores making >110 EUV tools in 2028 to meet AI demand영어 원문
JPMorgan after meeting CFO says ASML studies boosting 2028 EUV output, nearly sold out, indicating strong AI demand.
첫날 -7.3% · 5일 후 +8.6%
기업호재
ASML Breaks Ground on New Dutch Plant to Expand Capacity for AI Demand영어 원문
New campus construction aligns with 65 Low-NA shipments in 2026, expanding capacity for AI chip demand
첫날 +2.9% · 5일 후 -9.8%
애널리스트호재
ASML Gets Evercore WFE Estimate Raise, AI Demand in Focus영어 원문
2026-09-04Price dip contrasts with strong order coverage; AI demand remains key focus
M&A·자금조달호재
Multiple Institutions Raised ASML Stakes in Q2; Daniel Loeb Added Position영어 원문
Ascent Group raised stake 20.1%; Third Point's added list includes ASML, showing institutional inflows
첫날 +2.1% · 5일 후 -7.6%
기업악재
China's State-Backed DUV Lithography Threatens ASML's China Business영어 원문
Reports of Chinese state-backed DUV lithography development weigh on ASML shares; China business already declining
첫날 -5.8% · 5일 후 -0.8%
›전개 과정 9회
2026-07-27China has started making its own immersion DUV tools per The Information, threatening ASML's mature-node market, though output is small and performance lags.
2026-07-29Multiple reports on Chinese DUV machines set for delivery weigh on ASML shares amid competition fears
2026-07-29A Chinese firm is set to ship homegrown DUV machines, intensifying competition concerns in mature nodes and weighing on ASML shares.
2026-07-31Chinese firm to make just 5 DUV tools this year, 20 in 2027, limited near-term threat
2026-07-31fool.com reports ASML stock drop due to rising risks from new competitors, corroborating China's lithography progress.
2026-07-16AI demand drives revenue guidance midpoint up from €38B to €44B and gross margin from 52% to 55%
2026-07-18Q2 beat, raises FY sales to €43-45B, GM 54-56%, China sales share below 20%.
2026-07-19Q2 beat, raises 2026 sales to EUR 43-45B, GM 54-56%, sold 16 EUV units
2026-07-19ASML raised its 2026 sales outlook for the second time this year to €43-45B, plans 30% capacity expansion for flagship machines in 2027, and is studying another 30%.
2026-07-22Multiple sources confirm beat and AI-driven guidance raise
2026-07-24AI demand drives beat; 2026 revenue outlook raised to €43-45B
2026-07-25M1 and M6 both mention ASML's raised revenue guidance and longer lead times, indicating strong demand
제품호재
ASML high-NA EUV used in Intel Panther Lake mass production영어 원문
Adds Intel mass production and strong demand, reinforcing ASML equipment demand
첫날 -0.5% · 5일 후 -4.8%
›전개 과정 2회
2026-07-20ASML noted Intel is using high-NA EUV machines to mass-produce Panther Lake client CPUs, after Intel failed to meet solid demand for them in Q1.
2026-07-20Adds Intel mass production and strong demand, reinforcing ASML equipment demand
기업
ASML grants global employees one-time bonus of $22,862영어 원문
Multiple independent sources report a one-time bonus to global employees with a specific amount.
첫날 -0.5% · 5일 후 -4.8%
애널리스트호재
Analysts Raise ASML Price Targets to $2100-$2580영어 원문
Argus, RBC, JPMorgan among others raise PTs; Futurum sets $2580
첫날 -1.7% · 5일 후 +1.0%
배당악재
배당 33% 인하 (→ $2.13775)
첫날 +2.2% · 5일 후 -0.7%
실적
실적 발표영어 원문
Q2 2026 total net sales were EUR 9.3 billion, above guidance due to higher-than-expected Installed Base Management sales of EUR 2.8 billion
첫날 +2.2% · 5일 후 -0.7%
①
강세 vs 약세
방향별 정리 · 원문 링크
호재 요인0
아직 항목이 없어요
리스크 요인0
아직 항목이 없어요
최근 2주간 X 신뢰 작성자 의견을 AI가 묶은 주장이며, 수치는 독립 작성자 수다. 언급량은 방향을 예측하지 않는다 · 투자 권유 아님
⑩
토론
첫 댓글을 남겨 보세요
서로 존중 · 의견은 작성자 본인 책임 · 투자 권유 아님
아직 댓글이 없어요.
사실과 의견을 구분해 표시 · 모든 항목 원문 확인 가능 · 본 정보는 투자 권유를 목적으로 하지 않으며, 투자 판단과 그 결과에 대한 책임은 투자자 본인에게 있습니다.
이벤트 흐름
주요 이벤트 · 시간순
30건
애널리스트호재
ASML, 여러 비교에서 부각되며 EUV 독점력 강조
2026년 10월 1일 다수 금융 매체가 비교 분석을 게재했으며, 모두 ASML의 EUV 리소그래피 글로벌 독점을 강조하고 2027년 증설 계획을 언급했다.
첫날 -0.2%
애널리스트호재
ASML, 10월 14일 실적 시장 기대치 상회 전망, Zacks ESP 긍정적
Zacks는 ASML에 대한 강한 실적 기대를 언급하며, 이번 분기 EPS는 전년 동기 대비 95.6% 상승, 매출 성장률은 50%, 긍정적인 ESP +5.53%로 예상치를 상회할 가능성을 시사한다.
첫날 -1.2% · 현재까지 -0.2%
기업🔥진행 중
ASML CEO, 과도하게 광범위한 중국 반도체 제한이 역효과를 낼 수 있다고 경고
CEO는 화웨이의 DUV 진전을 언급하며 과도한 규제가 국내 경쟁사를 가속화할 수 있다고 밝혀
첫날 +1.6% · 현재까지 +2.1%
›전개 과정 2회
2026-09-28 Fouquet CEO, 과도한 규제가 국내 대안을 부추길 수 있다고 밝혀; 공급망 복잡성은 설비 확장을 제한
2026-09-29 CEO는 화웨이의 DUV 진전을 언급하며 과도한 규제가 국내 경쟁사를 가속화할 수 있다고 밝혀
M&A·자금조달🔥진행 중
ASML, 9월 21~25일 자사주 매입 공시영어 원문
1월 28일 발표된 프로그램에 따라 165,200주를 매입하며 자사주 매입을 이어감
첫날 +1.9% · 5일 후 +3.5%
›전개 과정 3회
2026-09-21Repurchases ~€428M during Sep 14-18, showing capital return commitment, though modest relative to market cap
2026-09-28 회사 공시가 현재 자사주 매입 프로그램에 따른 거래 내역을 공개하며, 기존 매입을 이어갔다.
2026-09-28 1월 28일 발표된 프로그램에 따라 165,200주를 매입하며 자사주 매입을 이어감
애널리스트
X 사용자 다수가 ASML 지지, EUV가 AI의 핵심
여러 독립 X 사용자가 AI 반도체 제조에서 ASML의 핵심 역할을 재차 강조하며 관심을 높임
첫날 +1.2% · 현재까지 +3.7%
›전개 과정 2회
2026-09-25 다수 사용자가 AI 자본지출에서 장비업체의 핵심 역할을 강조하며 200일 이동평균 지지선을 언급
2026-09-26 여러 독립 X 사용자가 AI 반도체 제조에서 ASML의 핵심 역할을 재차 강조하며 관심을 높임
이전 이벤트 25건›
기업악재
ASML Reports Zero Sales in Europe, Warns Region May Lag in Chip Race영어 원문
EVP cites zero equipment sales in Europe, highlighting the region's chip manufacturing gap and ASML's regional exposure
첫날 +2.1% · 5일 후 +4.9%
애널리스트호재
ASML Recommended by Multiple X Users as Key Layer of AI Economy영어 원문
Multiple independent X users cite ASML as core to AI economy, with valuation and drawdown data
첫날 +1.9% · 5일 후 +3.5%
›전개 과정 2회
2026-09-21Multiple independent X users cite ASML as core in AI compute layer, noting valuation and long-term buy opportunity
2026-09-21Multiple independent X users cite ASML as core to AI economy, with valuation and drawdown data
Installed base revenue jumps; traders flag supply-constrained semi equipment sector
첫날 +3.1% · 5일 후 +3.8%
애널리스트호재
Multiple Analysts See Surging Semi Spending, Bolstering ASML Demand영어 원문
BofA sees $3.2T semi market by 2030; analysts cite ASML as key AI capex beneficiary
첫날 +3.1% · 5일 후 +3.8%
제품호재
ASML High-NA EUV Systems Accelerate Deployment, Capacity and Customer Progress Update영어 원문
10 High-NA systems operating across four customers, 3 more being shipped/installed, cumulative exposure >1.35M wafers, EXE:5200B reaches 135 wafers/hour
첫날 +2.9% · 5일 후 -9.8%
›전개 과정 6회
2026-09-08Samsung to use High NA in DRAM by 2028; TSMC partnership on 12-inch masks bolsters ASML's advanced lithography position
2026-09-09Samsung joins High-NA EUV customer base; TSMC collaboration on 12-inch mask strengthens growth outlook
2026-09-10AI demand drives advanced lithography collaboration, but customer qualification and manufacturing decisions remain key
2026-09-12Intel is first to process 1M+ 300mm wafers using ASML High-NA EUV, validating demand for ASML's advanced lithography
2026-09-1710 High-NA systems operating across four customers, 3 more being shipped/installed, cumulative exposure >1.35M wafers, EXE:5200B reaches 135 wafers/hour
M&A·자금조달
Samsung Leads $230M Round in Euclyd, Chaired by Ex-ASML CEO영어 원문
Ex-ASML CEO's role in AI chip startup highlights industry ties
첫날 +1.0% · 5일 후 +9.8%
기타악재
AI Executives Call for Slower Model Development, ASML Shares Fall 6.2%영어 원문
AI executives' call to slow development hits ASML as chip equipment supplier
첫날 +1.0% · 5일 후 +9.8%
›전개 과정 2회
2026-09-15Calls by Anthropic CEO et al. to slow advanced AI development raise demand concerns, ASML fell 6.2% on Sept 14.
2026-09-15AI executives' call to slow development hits ASML as chip equipment supplier
기업호재
ASML explores making >110 EUV tools in 2028 to meet AI demand영어 원문
JPMorgan after meeting CFO says ASML studies boosting 2028 EUV output, nearly sold out, indicating strong AI demand.
첫날 -7.3% · 5일 후 +8.6%
기업호재
ASML Breaks Ground on New Dutch Plant to Expand Capacity for AI Demand영어 원문
New campus construction aligns with 65 Low-NA shipments in 2026, expanding capacity for AI chip demand
첫날 +2.9% · 5일 후 -9.8%
애널리스트호재
ASML Gets Evercore WFE Estimate Raise, AI Demand in Focus영어 원문
2026-09-04Price dip contrasts with strong order coverage; AI demand remains key focus
M&A·자금조달호재
Multiple Institutions Raised ASML Stakes in Q2; Daniel Loeb Added Position영어 원문
Ascent Group raised stake 20.1%; Third Point's added list includes ASML, showing institutional inflows
첫날 +2.1% · 5일 후 -7.6%
기업악재
China's State-Backed DUV Lithography Threatens ASML's China Business영어 원문
Reports of Chinese state-backed DUV lithography development weigh on ASML shares; China business already declining
첫날 -5.8% · 5일 후 -0.8%
›전개 과정 9회
2026-07-27China has started making its own immersion DUV tools per The Information, threatening ASML's mature-node market, though output is small and performance lags.
2026-07-29Multiple reports on Chinese DUV machines set for delivery weigh on ASML shares amid competition fears
2026-07-29A Chinese firm is set to ship homegrown DUV machines, intensifying competition concerns in mature nodes and weighing on ASML shares.
2026-07-31Chinese firm to make just 5 DUV tools this year, 20 in 2027, limited near-term threat
2026-07-31fool.com reports ASML stock drop due to rising risks from new competitors, corroborating China's lithography progress.
2026-07-16AI demand drives revenue guidance midpoint up from €38B to €44B and gross margin from 52% to 55%
2026-07-18Q2 beat, raises FY sales to €43-45B, GM 54-56%, China sales share below 20%.
2026-07-19Q2 beat, raises 2026 sales to EUR 43-45B, GM 54-56%, sold 16 EUV units
2026-07-19ASML raised its 2026 sales outlook for the second time this year to €43-45B, plans 30% capacity expansion for flagship machines in 2027, and is studying another 30%.
2026-07-22Multiple sources confirm beat and AI-driven guidance raise
2026-07-24AI demand drives beat; 2026 revenue outlook raised to €43-45B
2026-07-25M1 and M6 both mention ASML's raised revenue guidance and longer lead times, indicating strong demand
제품호재
ASML high-NA EUV used in Intel Panther Lake mass production영어 원문
Adds Intel mass production and strong demand, reinforcing ASML equipment demand
첫날 -0.5% · 5일 후 -4.8%
›전개 과정 2회
2026-07-20ASML noted Intel is using high-NA EUV machines to mass-produce Panther Lake client CPUs, after Intel failed to meet solid demand for them in Q1.
2026-07-20Adds Intel mass production and strong demand, reinforcing ASML equipment demand
기업
ASML grants global employees one-time bonus of $22,862영어 원문
Multiple independent sources report a one-time bonus to global employees with a specific amount.
첫날 -0.5% · 5일 후 -4.8%
애널리스트호재
Analysts Raise ASML Price Targets to $2100-$2580영어 원문
Argus, RBC, JPMorgan among others raise PTs; Futurum sets $2580
첫날 -1.7% · 5일 후 +1.0%
배당악재
배당 33% 인하 (→ $2.13775)
첫날 +2.2% · 5일 후 -0.7%
실적
실적 발표영어 원문
Q2 2026 total net sales were EUR 9.3 billion, above guidance due to higher-than-expected Installed Base Management sales of EUR 2.8 billion
