On August 4, ASML Holding NV rose 3.07% in pre-market trading, trading at approximately $1,691.8/share, with turnover of $32.65 million.

On the news front, ASML disclosed on August 3 the latest transactions under its current share buyback program, signaling management confidence in the company's intrinsic value. The buyback activity comes as ASML recovers from a steep July selloff exceeding 18%, triggered by reports that a Shanghai-based state-backed company had begun manufacturing immersion DUV lithography machines with plans to deliver five units this year and scale to approximately 20 by 2027. While the reported output remains minimal compared to ASML's 131 immersion DUV systems delivered last year, the news rattled markets over concerns about the company's long-term monopoly position.

Additionally, ASML's core supplier ZEISS expressed confidence in meeting demand and announced headquarters expansion and new factory construction, easing concerns over AI chip production capacity constraints. The broader semiconductor equipment sector showed strength, with Applied Materials up 5.52%, Lam Research up 5.23%, KLA Corporation up 5.0%, and Teradyne up 5.93%, suggesting broad-based capital rotation back into the oversold sector.

(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.)