ASML Shares Fall 3% After TSMC Delay

ASML Holding’s stock slipped 3.3% on 23 April 2026 after TSMC announced postponement of high‑NA EUV machine deployment.
TSMC, ASML’s biggest customer, said it will not adopt high‑NA EUV lithography through 2029, citing €350 million unit cost.
ASML had projected high‑NA EUV volume production in 2027‑28 and targets up to €60 billion revenue by 2030.
Bernstein analysts noted the delay aligns with earlier guidance and may be neutral or slightly positive for ASML’s longer‑term outlook.