Intel Climbs 5% on High-NA EUV Production Lead, ASML and Taiwan Semiconductor Advance 3% - 24/7 Wall St.

On September 8, 2026, Intel surged 5% after confirming over 1 million wafers processed using High-NA EUV technology, a breakthrough that puts the company years ahead of rivals. This milestone, tied to... Read original →

Intel’s confirmation of over one million wafers processed using High-NA EUV on September 8, 2026, marks a decisive technological leap that puts the company years ahead of competitors. This breakthrough underpins the production of its Core Ultra processors (codename Panther Lake), strengthening its position in the AI chip segment. ASML and TSMC also gained traction, with ASML raising its full-year sales forecast due to surging demand for EUV equipment. The move signals a shift in the semiconductor supply chain, as Intel’s lead in High-NA EUV adoption—compared to Samsung’s 2028 and TSMC’s 2030 timelines—will likely accelerate its market share gains in high-performance computing. However, the stock’s 172% YTD gain suggests current expectations are already priced in, raising concerns over overvaluation. Geopolitical tensions, especially in the U.S.-China tech rivalry, continue to disrupt global supply chains, and Intel’s ability to sustain yield and production capacity will be critical. In the next 12–24 months, High-NA EUV will become the defining technology for advanced chip manufacturing, with Intel’s success potentially reshaping the competitive landscape.