Geopolitics Alpha

Chip bellwether ASML says customers are already asking to place orders — for 2030

Published . Updated .

The Dutch supplier for the semiconductor industry said there is strong interest in placing orders for 2029 and 2030.

Directly affected

  • ASML Asml Holding

    Named in this report.

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

TickerT-5T-3T-1T0T+1T+2T+3
ASML———————
NVDA———————
TSM———————
AVGO———————
AMD———————
AMAT———————
LRCX———————
SMH———————
SOXX———————
QQQ———————

The Dutch supplier for the semiconductor industry said there is strong interest in placing orders for 2029 and 2030.

Source: MarketWatch

Taiwan Strait

SPY

Where this story sits: Taiwan Strait

Taiwan Strait has 49 linked stories in the last 7 days and 49 in the last 30 on the page that also carries “Chip bellwether ASML says customers are already asking to place orders — for 2030.” The recent pace is rising.

How solid the semiconductors case looks

12 out of 100

“Chip bellwether ASML says customers are already asking to place orders — for 2030” scores 12 out of 100. The score uses 1 sources.