ASML’s High-Stakes Negotiations: Billions in Contracts on the Horizon?

While other semiconductor equipment manufacturers grapple with weak demand, ASML’s Chief Executive Christoph Fouquet is taking a proactive stance. He is scheduled for high-level meetings on November 12, 2025, with the leaders of Samsung and SK hynix in South Korea. The central topic of these discussions is a pivotal technology that could dictate the trajectory of the AI revolution. However, coinciding with these strategic moves, initial analyst warnings are emerging about potentially overblown investor expectations. What is the full story behind these developments?

The core objective for the Dutch company’s CEO appears straightforward: to secure deeper commitments from the South Korean chip giants for ASML’s most advanced tool—the Read more...