AMSTERDAM : ASML shares rose on Wednesday after a Jefferies analyst report cited comments from CFO Roger Dassen which suggested he was positive about the possibility of orders coming through from top customer TSMC in the coming quarters.
ASML's shares rose 6.3 per cent to 927.10 euros by 1314 GMT.
The Jefferies report said Dassen"sounded optimistic" that commercial talks with TSMC were nearing conclusion, with"significant" 2 nm-related orders coming through, starting in Q2 or Q3. The Jefferies report said the company sees demand continuing to be strong into 2026, helped by government-subsidised factories being built around the world.
Intel was the first to purchase one of the machines, with the other installed in an ASML-Imec laboratory that opened this week.
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