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What podcasts say about ASML

Every statement, with the speaker, the exact quote and the moment it was said.

What experts have said about ASML

9 statements · 3 positive · 4 negative · 2 neutral

  1. Louise MoonNegativeSep 14, 2026· Stock Movers

    ASML shares fell by more than approximately 5%

    “There's chip makers, ASML down over about 5%.”

    Listen at 0:56

    Open the episode · ASML Slumps, IAG Dips, Cerillion Down
  2. Dylan PatelNeutralAug 25, 2026· Dwarkesh Podcast

    The supply chain will produce roughly 100 ASML tools in 2030.

    “the hundred is roughly still the right number for 2030, 100 ASML tools for 2030.”

    Listen at 11:47

    Open the episode · Dylan Patel – Anthropic & OpenAI will have most of the world’s compute by 2028
  3. Louise MoonNegativeJul 17, 2026· Stock Movers

    ASML shares fell as much as 4.9% amid a broader European semiconductor selloff.

    “shares down this morning as much as 4.9%”

    Listen at 0:58

    Open the episode · ASML Falls, Burberry Down, Monte Paschi Slips
  4. Chloe MelleyNegativeJul 17, 2026· Stock Movers

    ASML shares are down about 4% in morning trading.

    “ASML down about 4% this morning”

    Listen at 2:02

    Open the episode · ASML Down, Burberry Falls, Volvo Car Plunges
  5. Chloe MelleyPositiveJul 16, 2026· Stock Movers

    TSMC’s increased spending will directly benefit ASML.

    “the plans to spend more will directly benefit ASML”

    Listen at 1:34

    Open the episode · ASML Gains, Rotork Soars, Publicis Up
  6. Chloe MelleyPositiveJul 15, 2026· Stock Movers

    ASML upgraded its guidance for the second time this year.

    “they upgraded guidance for the second time this year”

    Listen at 1:07

    Open the episode · ASML Surges, Richemont Gains, Barrat Redrow Up
  7. Dan CurtisPositiveJul 15, 2026· Stock Movers

    ASML machines manufacture chips that are in high demand.

    “The company's machines, as I said, are used to make chips that are in high demand.”

    Listen at 3:33

    Open the episode · IBM Historic Plunge; Financials Report; SpaceX Near IPO Price
  8. Chloe MelleyNeutralJun 19, 2026· Stock Movers

    ASML machines are large, scarce, and require constant employee upkeep.

    “they're the size of a school bus, they're made in very limited quantities and they also require a constant attention, constant upkeep from ASML employees”

    Listen at 1:46

    Open the episode · ASML Down, Novo Rises, Nexans Gains
  9. Chloe MelleyNegativeJun 19, 2026· Stock Movers

    ASML shares are weakening amid concerns about possible China export violations.

    “we are seeing ASML a little bit weak on the back of that this morning”

    Listen at 2:05

    Open the episode · ASML Down, Novo Rises, Nexans Gains

Statements are attributed to the speaker as said on the episode and reflect their view at the time, not PodLume's. They are not advice.

ASML: what podcasts say · PodLume