ASML Shares Fall 3% Over TSMC Delay

ASML shares fell about 3.7% after Bloomberg reported TSMC will not adopt high‑NA EUV lithography machines through 2029.
High‑NA EUV equipment costs over €350 million ($410 million) per unit, which TSMC’s deputy COO Kevin Zhang called “very, very expensive.”
TSMC will continue using current EUV technology and plans to launch its leading‑edge A13 chip in 2029.
ASML had projected high‑NA EUV volume production in 2027‑28 and targets up to €60 billion revenue by 2030, now facing adoption uncertainty.