On July 30, ASML Holding NV rose 5.62% in regular trading, trading at approximately $1,639.99/share, with turnover of $600 million. The rebound follows consecutive trading days of sharp declines triggered by reports of China's domestically-developed immersion DUV lithography machine entering mass production.

Analysts have explicitly stated that the sell-off in ASML and other semiconductor equipment stocks was an overreaction. The Chinese manufacturer's planned output of approximately 5 units this year is vastly disproportionate compared to ASML's 131 immersion DUV systems delivered last year, suggesting limited near-term fundamental impact. Institutions maintain buy ratings on ASML, citing exceptionally long demand visibility, with the company planning to increase Low-NA EUV and ArFi capacity by 30% each through 2027-2028.

The broader semiconductor equipment sector rallied significantly, with Lam Research up 20.01%, AXT Inc up 18.57%, Applied Materials up 12.23%, Teradyne up 9.81%, and KLA-Tencor up 7.46%, reflecting broad-based repair sentiment across the sector.

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