ASML
에이에스엠엘
Source: dsi_quarterly · analyst_consensus (internal DB). DSI from quarterly filings; consensus as of collection.
Suppliers
ASML
Customers
Competitors
Notes
Monopoly supplier of EUV lithography systems, critical bottleneck for sub-7nm logic and advanced DRAM (HBM). Faces ongoing US/Dutch export restrictions limiting High-NA and DUV immersion shipments to China, a key risk to near-term bookings.
ASML filed a 6-K interim report covering the period through June 28, 2026, likely containing Q2 2026 financial results, order intake figures, or an earnings-related press release submitted to Dutch regulators and cross-filed with the SEC. Full filing body not analyzed; description inferred from form + item codes. PMs should watch for EUV/High-NA order book updates and 2026 guidance revisions, which directly signal leading-edge capex momentum across Samsung, TSMC, and Intel.
ASML filed a 6-K interim report with the SEC, the standard channel foreign private issuers use to disclose material updates between annual 20-F filings — typically quarterly earnings, guidance updates, dividend declarations, or material corporate events. For semiconductor PMs, ASML's 6-Ks frequently carry Q1 results and Europe-disclosed bookings/backlog data that move the EUV equipment cycle thesis and read through to TSMC/Samsung capex and Korean memory peers. Full filing body not analyzed; description inferred from form + item codes.
Full filing body not analyzed; description inferred from form + item codes. As a 6-K interim report, this likely contains material disclosures ASML released in its home market (Netherlands) — potentially Q1 results, order intake (key metric for semicap PMs), EUV/High-NA shipment guidance, or China export-control updates. PMs covering KR/TW memory and foundry names should check for capex implications on Samsung, SK Hynix, and TSMC.
ASML filed a 6-K interim report; foreign private issuers use this form for material updates outside the annual 20-F cycle (e.g., quarterly results, press releases, governance changes, or order/booking commentary). Full filing body not analyzed; description inferred from form + item codes. PMs should check the exhibit for any update on EUV/High-NA bookings, China export exposure, or 2026 guidance — all key swing factors for the broader semi-cap and Korean memory/foundry supply chain.
ASML filed its FY2025 annual report (20-F) covering the year ended 2025-12-31, the key annual disclosure for the dominant EUV lithography supplier and a critical read-through for Samsung, SK Hynix, and TSMC capex plans. PMs should look for updated bookings/backlog, China revenue mix, High-NA EUV shipment cadence, and FY2026 guidance shaping the broader semi-cap cycle. Full filing body not analyzed; description inferred from form + item codes.
Full filing body not analyzed; description inferred from form + item codes. As a foreign private issuer, ASML files 6-Ks to furnish material interim disclosures (often Q4/annual results, order intake, bookings guidance, or press releases) that EU-listed peers release locally. PMs should check for litho bookings, China export-control commentary, and 2026 outlook given ASML's chokehold on EUV supply to TSMC/Samsung/SK Hynix.
ASML filed a 6-K covering the period ending 2025-12-31, the foreign-filer equivalent of a quarterly update and typically the channel for Q4/FY results, order intake (notably EUV/High-NA bookings), and 2026 guidance. Full filing body not analyzed; description inferred from form + item codes. PMs should watch for litho capex signals impacting TSMC, Samsung, and SK Hynix.