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Bank of America sees ASML as resilient amid China concerns

Bank of America reiterates Buy on ASML, calling the stock's 6% drop over Chinese DUV lithography competition an overreaction to the chipmaker's

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Bank of America sees ASML as resilient amid China concerns

ASML stock dropped 6% on Chinese DUV fears; China revenue falls to 20% from 33% via export controls; $250B wafer market grows 30% by 2028. Margins and 6-7% earnings upside vs consensus frame the dip as a buying opportunity in semiconductor buildout.

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Timeline cronologica

lunedì 27 luglio 2026·thenextweb.com
ASML shares fell 6.5% after a report that China has started mass-producing DUV lithography tools
A Shanghai-based company has begun making immersion DUV lithography machines, The Information reported. ASML shares dropped 6.5%. China's share of ASML sales fell to 14%.
lunedì 27 luglio 2026·investors.com
ASML Stock Plunges On China News, Leads Chip Stocks Lower
ASML stock tumbled on a report of competition emerging in China. It was among the biggest losers on the Philadelphia semiconductor index.

Bank of America sees ASML as resilient amid China concerns

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Bank of America sees ASML as resilient amid China concerns

Timeline cronologica

ASML shares fell 6.5% after a report that China has started mass-producing DUV lithography tools

ASML Stock Plunges On China News, Leads Chip Stocks Lower

BofA Downplays China's DUV Tool Production Report, Sees Only "Modest Threat" To ASML

ASML Stock Slides as China Mass-Produces Chip Tools - ASML Holding (NASDAQ:ASML)

China’s DUV progress not the biggest threat to ASML, analysts say

ASML shares fell 6.5% after a report that China has started mass-producing DUV lithography tools

ASML Stock Plunges On China News, Leads Chip Stocks Lower

ASML shares slide to lowest since June as China begins producing its own chipmaking machines

ASML Stock Slides as China Mass-Produces Chip Tools - ASML Holding (NASDAQ:ASML)

BofA Downplays China's DUV Tool Production Report, Sees Only "Modest Threat" To ASML

China’s reported chip breakthrough comes with some big caveats

China’s DUV progress not the biggest threat to ASML, analysts say

Europe's biggest tech giant slides 5% on reports of a Chinese rival encroaching on its turf

Bank of America sees ASML as resilient amid China concerns

ASML's China chip threat appears overstated as €55B market swing rattles investors

China's chip tool push shows ASML caught in US-China squeeze - The Economic Times