ASML stock
On September 18, 2026, the Dutch Ministry of Foreign Affairs issued updated export control guidelines for advanced semiconductor manufacturing equipment. The new regulations clarify that maintenance and spare parts for ASML's Twinscan NXT:1980 series (immersion DUV) systems currently installed in China will remain eligible for export licenses through December 31, 2027. This announcement provides significant regulatory clarity for ASML's service revenue, which is a critical component of its financial performance in the Chinese market. Analysts suggest this "de--risks" a portion of the company's 2026–2027 revenue guidance by ensuring the continued operation of the existing DUV installed base.