On June 15, ASML rose 3.73% in pre-market trading, trading at approximately $1,914.99 per share, with turnover of $15.56 million. The semiconductor equipment sector rallied broadly, with Applied Materials up 4.52%, Lam Research up 4.8%, KLA up 4.06%, and Teradyne up 5.4%, collectively lifting sentiment.

On the fundamental side, Elon Musk appeared via video at ASML's internal annual technology conference to elaborate on the Terafab super chip factory plan. The project, located in Texas, carries a potential total investment of up to $119 billion, targeting 2nm advanced process nodes. The facility aims to produce AI and autonomous driving chips for Tesla, xAI, and SpaceX, requiring large-scale procurement of EUV lithography systems — directly boosting ASML's potential order backlog. ASML CEO Christophe Fouquet confirmed direct discussions with Musk, noting he is very serious about building the largest chip manufacturing facility ever.

Additionally, JPMorgan raised its target price on ASML to $2,200, while Morgan Stanley lifted its target to EUR 1,660, both maintaining overweight ratings. JPMorgan analysts noted ASML can deliver over 110 low-NA EUV systems without building new facilities, well above the market's prior consensus of approximately 90 units.

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