Movement Alert｜ASML Holding NV Intraday Rise 3.1% in Regular Trading, Terafab Delivery Acceleration Reinforces Demand Outlook

Market Focus10-27 23:51

On October 27, ASML Holding NV rose 3.1% in Regular Trading, trading at $1637.96/share, with turnover of $9.05 billion.

The move followed news that Elon Musk said ASML and other major semiconductor equipment suppliers are accelerating equipment deliveries to the Terafab chip project tied to Tesla and SpaceX, reinforcing expectations for incremental advanced-fab demand.

The broader backdrop was already supportive: management previously said Terafab demand had been incorporated into its 2027 planning, while its latest quarterly update showed customer order interest extending into 2029 and 2030 and indicated planned supply for 2027 and 2028 may still fall short of demand. ASML also reported Q3 net sales of 11.66 billion euros, net profit of 4.96 billion euros, and guided full-year sales to 44 billion to 45 billion euros, underscoring a still-strong multiyear AI infrastructure spending cycle for chip equipment.

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