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May 18, 20265 min read

ASML in 2026: Navigating Cyclical Recovery, EUV Demand, and Geopolitical Headwinds

As the semiconductor equipment cycle turns, ASML enters 2026 with a record backlog, accelerating EUV shipments, and critical questions around China export restrictions and next-generation High-NA adoption. Here is what intermediate investors need to watch.

#ASML#semiconductor equipment#EUV lithography