ASML Stock Dips Slightly Amid TSMC-Driven Supply Chain Strains
ASML shares edged lower despite surpassing a $500 billion market valuation, as Taiwan Semiconductor Manufacturing Co.'s aggressive 2026 capital expenditure plans triggered supply chain concerns. The lithography equipment maker, crucial to TSMC's production of chips for Apple and Nvidia, faces growing bottlenecks in high-end EUV machine shipments.
TSMC's projected $56 billion spending surge—exceeding analyst expectations—has intensified pressure across the semiconductor ecosystem. While AI chip demand continues driving equipment orders, ASML's limited capacity growth suggests advanced lithography constraints may persist through 2028.