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ASML reports transactions under its current share buyback program
ASML reports transactions under its current share buyback program ASML reports transactions under its current share buyback program VELDHOVEN, the Netherlands – ASML Holding N.V. (ASML) reports the following transactions, conducted under ASML's current share buyback program. DateTotal repurchased sharesWeighted average priceTotal repurchased value03-Nov-25 39,126 €924.44 €36,169,491 04-Nov-25 39,509 €915.49 €36,170,087 05-Nov-25 40,137 €901.16 €36,169,899 06-Nov-25 40,052 €903.06 €36,169,499 07-Nov-25 40,652 €889.74 €36,169,540 ASML’s current share buyback program was announced ...
ASML reports transactions under its current share buyback program
ASML reports transactions under its current share buyback program ASML reports transactions under its current share buyback program VELDHOVEN, the Netherlands – ASML Holding N.V. (ASML) reports the following transactions, conducted under ASML's current share buyback program. DateTotal repurchased sharesWeighted average priceTotal repurchased value27-Oct-25 39,856 €907.51 €36,169,766 28-Oct-25 39,890 €906.74 €36,169,942 29-Oct-25 39,349 €919.20 €36,169,404 30-Oct-25 38,889 €930.08 €36,170,029 31-Oct-25 39,045 €926.37 €36,170,085 ASML’s current share buyback program was announced on 10 Nove...
- Jan Frederik Slijkerman
- Jeroen van den Broek
- Jesse Norcross
- Nadège Tillier
- Timothy Rahill
- Pierre FerraguÊ
How much WFE is required to produce a 1 GW datacenter?
As a follow up to our cheat sheet summarizing the cost structure of a 1GW datacenter, we estimate today on a single slide WFE required to produce semiconductors for a 1 GW datacenter, with our usual important caveat: WFE spending is driven by the growth of production capacity. In other words, one spends once on WFE to build a 1GW datacenter many times over.
ASML reports transactions under its current share buyback program
ASML reports transactions under its current share buyback program ASML reports transactions under its current share buyback program VELDHOVEN, the Netherlands – ASML Holding N.V. (ASML) reports the following transactions, conducted under ASML's current share buyback program. Date Total repurchased shares Weighted average price Total repurchased value 20-Oct-25 40,792 886.69 36,169,813.61 21-Oct-25 40,622 890.40 36,169,926.29 22-Oct-25 40,808 886.35 36,170,011.65 23-Oct-25 41,314 875.48 36,169,374.15 24-Oct-25 40,404 895.20 36,169,689.08 ...
- Pierre FerraguÊ
ASML reports transactions under its current share buyback program
ASML reports transactions under its current share buyback program ASML reports transactions under its current share buyback program VELDHOVEN, the Netherlands – ASML Holding N.V. (ASML) reports the following transactions, conducted under ASML's current share buyback program. DateTotal repurchased sharesWeighted average priceTotal repurchased value13-Oct-25---14-Oct-25---15-Oct-25---16-Oct-2540,956€883.13€36,169,50517-Oct-2541,514€871.27€36,170,106 ASML’s current share buyback program was announced on 10 November 2022, and details are available on our website at This regular update of the...
- Rolf Bulk
- Ahmed Ben Salem
EQNR EQUINOR ASA
GALP GALP ENERGIA SGPS SA CLASS B
RI PERNOD RICARD SA
WTB WHITBREAD PLC
ABB ABB LTD.
SRT3 SARTORIUS AG PREF
NESN NESTLE S.A.
ENI ENI S.P.A.
REP REPSOL SA
NEM NEMETSCHEK SE
DIM SARTORIUS STEDIM BIOTECH SA
ANDR ANDRITZ AG
VACN VAT GROUP AG
ASML ASML HOLDING NV
BP. BP P.L.C.
FDJ LA FRANCAISE DES JEUX SA
CPR DAVIDE CAMPARI-MILANO N.V.
SHEL SHELL PLC
- Ahmed Ben Salem
EQNR EQUINOR ASA
GALP GALP ENERGIA SGPS SA CLASS B
RI PERNOD RICARD SA
WTB WHITBREAD PLC
ABB ABB LTD.
SRT3 SARTORIUS AG PREF
NESN NESTLE S.A.
ENI ENI S.P.A.
REP REPSOL SA
NEM NEMETSCHEK SE
DIM SARTORIUS STEDIM BIOTECH SA
ANDR ANDRITZ AG
VACN VAT GROUP AG
ASML ASML HOLDING NV
BP. BP P.L.C.
FDJ LA FRANCAISE DES JEUX SA
CPR DAVIDE CAMPARI-MILANO N.V.
SHEL SHELL PLC
- Martin Marandon-Carlhian
- Stephane Houri
- Guy Sips
- Hilde Van Boxstael
- Livio Luyten
- Michiel Declercq
- Thibault Leneeuw
- Wim Lewi
- Thibault Leneeuw
ASML China headwinds vs A.I. tailwinds, High NA dynamics
In this note, we provide additional context on the results and outlook. This with a focus on China, AI and High NA EUV dynamics for both Memory and Logic. As previously stated, CSS expectations for High NA remain too high and are likely to be revised downward. We also provide a framework for the expected 4Q25 bookings. Our analysis indicates a 5.2% y/y headwind in 2026 due to the expected China dynamics. We put this in perspective compared to the tailwind from AI. Our adjustments result in an in...
- Martin Marandon-Carlhian
- Stephane Houri
- Alvaro del Pozo
- Emira Sagaama
- Robert Jan Vos
- Thomas Zlowodzki
MC LVMH MOET HENNESSY LOUIS VUITTON SE
ORA ORANGE SA
TKA TELEKOM AUSTRIA AG
GFC GECINA SA
ERIC B TELEFONAKTIEBOLAGET LM ERICSSON CLASS B
EN BOUYGUES SA
RXL REXEL SA
AMUN AMUNDI SA
BLND BRITISH LAND COMPANY PLC
CARL B CARLSBERG A/S CLASS B
AIR AIRBUS SE
SBO SCHOELLER-BLECKMANN OILFIELD EQUIPMENT AG
ASML ASML HOLDING NV
VK VALLOUREC SA
TEN TENARIS S.A.
- Emira Sagaama
- Robert Jan Vos
- Thomas Zlowodzki
MC LVMH MOET HENNESSY LOUIS VUITTON SE
ORA ORANGE SA
TKA TELEKOM AUSTRIA AG
GFC GECINA SA
ERIC B TELEFONAKTIEBOLAGET LM ERICSSON CLASS B
EN BOUYGUES SA
RXL REXEL SA
AMUN AMUNDI SA
BLND BRITISH LAND COMPANY PLC
CARL B CARLSBERG A/S CLASS B
AIR AIRBUS SE
SBO SCHOELLER-BLECKMANN OILFIELD EQUIPMENT AG
ASML ASML HOLDING NV
VK VALLOUREC SA
TEN TENARIS S.A.
- Martin Marandon-Carlhian
- Stephane Houri
- Martin Marandon-Carlhian
- Stephane Houri
- Jan Frederik Slijkerman
- Jeroen van den Broek
- Jesse Norcross
- Nadège Tillier
- Timothy Rahill
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