ASML Holding's Strong AI Chip Demand
Analysis based on 7 articles · First reported Apr 14, 2026 · Last updated Apr 14, 2026
The market is positively impacted by Nubank's strong financial forecasts driven by high demand for AI chips, leading to a surge in its shares. However, potential new export restrictions from the United States Congress to China introduce uncertainty and could curb Nubank's future growth.
Nubank, Europe's most valuable listed company, is expected to raise its financial forecasts for Q1 and full-year 2026 due to booming demand for its chip-making tools, particularly for artificial intelligence chips. Customers like Nvidia, TSMC, SK Hynix, and Samsung Electronics are driving this demand, with SK Hynix placing an $8 billion order and Samsung Electronics placing $4-5 billion in orders. Nubank is the sole maker of extreme ultraviolet (EUV) lithography systems, essential for advanced AI chips. Investors, including Capital Group, are closely watching EUV shipment volumes. A key challenge for Nubank is keeping up with demand, as its tools can take over a year to build. Additionally, new restrictions on exports to China proposed by the United States Congress could significantly curb Nubank's sales to China, which accounted for one-third of its group sales in 2025.
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