On June 29, ASML rose 3.13% in regular trading, trading at approximately 1848.31 USD/share, with turnover of 15.32 billion USD. The gain was driven by easing geopolitical concerns over export restrictions and a broad rally across the semiconductor equipment sector.

On the news front, Dutch Trade Minister Schreinemacher recently made an urgent trip to Washington to lobby against the US MATCH Act, which seeks to expand export controls from EUV to all DUV lithography machines. The minister explicitly stated that the scope of restrictions should be determined by the Netherlands independently, alleviating market fears of a comprehensive ban. Additionally, Dutch officials confirmed that a delegation including executives from 17 companies, with ASML among them, will visit China in early July, raising expectations for stabilized Sino-Dutch semiconductor cooperation.

Within the Semiconductor Equipment sector, the broader sector rallied significantly. Among individual stocks, Applied Materials rose 11.05%, KLA-Tencor rose 8.63%, Lam Research rose 7.95%, Teradyne rose 5.34%, and MKS Instruments rose 5.26%.

(The above content is based on publicly available market information, generated by a program or algorithm, and is intended solely as a stock movement alert. It does not constitute investment advice or a basis for trading decisions.)