ASML stock
ASML Holding NV and TSMC finalized a major procurement agreement on September 2, 2026, for the delivery of the first production--ready Twinscan EXE:5400 High--NA EUV systems. This next--generation model offers enhanced productivity over the current EXE:5200 and is designated as a critical enabler for TSMC’s A10 (1nm--class) process development. Key details include:
- Delivery Timeline: Initial shipments are scheduled to commence in the second half of 2027.
- Strategic Deployment: The systems will be deployed across TSMC’s advanced fabrication sites in Hsinchu, Taiwan, and Phoenix, Arizona.
- Technological Impact: The EXE:5400's increased throughput is expected to reduce the cost--per--exposure for sub--1.4nm nodes, supporting TSMC's long--term roadmap for high--performance computing and AI chips.