ASML

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 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.

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 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.