ASML Earnings: Capacity Plan Falls Short of Demand; 2029-30 Order Visibility Is the Next Catalyst
Published . Updated .
ASML Earnings: Capacity Plan Falls Short of Demand; 2029-30 Order Visibility Is the Next Catalyst Morningstar
Directly affected
Indirectly affected
- NVDA NVIDIA
Chip makers and their suppliers move when export rules or Taiwan risk changes
- TSM Taiwan Semiconductor
The main advanced-chip manufacturer sits in Taiwan
- AVGO Broadcom
Chip makers and their suppliers move when export rules or Taiwan risk changes
- AMD AMD
Chip makers and their suppliers move when export rules or Taiwan risk changes
- AMAT Applied Materials
Chip-equipment makers feel export controls
- LRCX Lam Research
Chip-equipment makers feel export controls
- SMH VanEck Semiconductor
A fund of semiconductor companies
- SOXX iShares Semiconductor
A fund of semiconductor companies
- QQQ Invesco QQQ
Big tech moves with chip-supply risk
Price reaction, T-5 to T+3
ASML Earnings: Capacity Plan Falls Short of Demand; 2029-30 Order Visibility Is the Next Catalyst Morningstar
Source: Morningstar
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