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2026-08-24·[ASML](https://highsignal.app/entities/ASML)·hyperscaler internal chip

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# Manifold consensus predictions indicate a potential shift in ASML's EUV machine dominance.

Manifold consensus predictions indicate a potential shift in ASML's EUV machine dominance.

window 30devidence 11confidence score 71price ASML $1763.76

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## confidence score

Usable evidence: enough corroboration to publish, with 1 independent source class.

71

medium confidence1 independent source classesmarketmedium high without independent sourcespasses publish gate

priced-in check

ASML has not made a large direction-matching 30-90 day move yet.

not priced in

as of 2026-08-217d n/a45d n/a90d +8%[yahoo](https://finance.yahoo.com/quote/ASML)

## signal brief

Manifold consensus predictions indicate a potential shift in ASML's EUV machine dominance. The consensus suggests that ASML may not remain the world's only producer of EUV machines until the end of 2026, with a 79.92% probability. This is further supported by a 68.89% probability that ASML will not be the world's only producer of EUV machines until the end of 2027. Additionally, there is a 56.45% probability that China will invent a domestic version of ASML's EUV lithographic machine tool by January 1, 2030.

The consensus also predicts a potential monopoly challenge, with a 96.17% probability that ASML will not be a monopoly in EUV lithography systems by the end of 2024. Furthermore, there is a 50.00% probability that the US will force ASML to halt exports to China before 2029, and a 43.06% probability that the US will cut ASML off Cymer before 2030. These predictions suggest a potential loss of market share and a shift in the competitive landscape for ASML.

What the sources said:

- Manifold consensus on 'Will ASML remain the world’s only producer of EUV machines until the end of 2026?': YES=79.92% [Source 1]

- Manifold consensus on 'Does China have an ASML EUV machine? (as of June 19, 2026)': YES=15.54% [Source 2]

- Manifold consensus on 'Will ASML's revenue increase every year for the next 5 years?': YES=83.77% [Source 3]

- Manifold consensus on 'Will ASML remain the world’s only producer of EUV machines until the end of 2027?': YES=68.89% [Source 4]

- Manifold consensus on 'Will the US cut ASML off Cymer before 2030?': YES=43.06% [Source 5]

- Manifold consensus on 'Will China invent a domestic version of ASML’s EUV lithographic machine tool by January 1, 2030?': YES=56.45% [Source 7]

- Manifold consensus on 'Will the US force ASML to halt exports to China before 2029?': YES=50.00% [Source 8]

## source data used

market·2026-08-24·[manifold.markets](https://manifold.markets/Jarom/will-asml-still-be-the-worlds-only)·[source day](https://highsignal.app/data/markets?date=2026-08-24)

“Manifold consensus on 'Will ASML remain the world’s only producer of EUV machines until the end of 2026?': YES=79.92%”

market·2026-08-24·[manifold.markets](https://manifold.markets/JamesSanders/does-china-have-an-asml-euv-machine)·[source day](https://highsignal.app/data/markets?date=2026-08-24)

“Manifold consensus on 'Does China have an ASML EUV machine? (as of June 19, 2026)': YES=15.54%”

market·2026-08-24·[manifold.markets](https://manifold.markets/MattBrooks/will-asmls-revenue-increase-every-y)·[source day](https://highsignal.app/data/markets?date=2026-08-24)

“Manifold consensus on 'Will ASML's revenue increase every year for the next 5 years?': YES=83.77%”

market·2026-08-24·[manifold.markets](https://manifold.markets/Jarom/by-2027-will-asml-still-be-the-worl)·[source day](https://highsignal.app/data/markets?date=2026-08-24)

“Manifold consensus on 'Will ASML remain the world’s only producer of EUV machines until the end of 2027?': YES=68.89%”

market·2026-08-24·[manifold.markets](https://manifold.markets/0xseraphim/will-the-us-cut-asml-off-cymer-befo)·[source day](https://highsignal.app/data/markets?date=2026-08-24)

“Manifold consensus on 'Will the US cut ASML off Cymer before 2030?': YES=43.06%”

market·2026-08-24·[manifold.markets](https://manifold.markets/ScroogeMcDuck/will-peter-wennink-ceo-of-asml-be-c)·[source day](https://highsignal.app/data/markets?date=2026-08-24)

“Manifold consensus on 'Will Peter Wennink (CEO of ASML) be charged with a serious crime before 2030?': YES=11.23%”

market·2026-08-24·[manifold.markets](https://manifold.markets/JamesTerry/will-china-invent-a-domestic-versio)·[source day](https://highsignal.app/data/markets?date=2026-08-24)

“Manifold consensus on 'Will China invent a domestic version of ASML’s EUV lithographic machine tool by January 1, 2030?': YES=56.45%”

market·2026-08-24·[manifold.markets](https://manifold.markets/0xseraphim/will-the-us-force-asml-to-halt-expo)·[source day](https://highsignal.app/data/markets?date=2026-08-24)

“Manifold consensus on 'Will the US force ASML to halt exports to China before 2029?': YES=50.00%”

market·2026-08-24·[manifold.markets](https://manifold.markets/Donald/will-asml-be-a-monopoly-in-euv-lith)·[source day](https://highsignal.app/data/markets?date=2026-08-24)

“Manifold consensus on 'Will ASML be a monopoly in EUV lithography systems by the end of 2024?': YES=96.17%”

market·2026-08-24·[manifold.markets](https://manifold.markets/WerargraegRedmane/will-there-be-evidence-of-asml-sell)·[source day](https://highsignal.app/data/markets?date=2026-08-24)

“Manifold consensus on 'Will there be evidence of ASML selling 1 or more EUV machines to China or a Chinese company in 2023?': YES=6.28%”

market·2026-08-24·[manifold.markets](https://manifold.markets/AutopoieticErgodicity/will-asml-reach-1700-at-least-once)·[source day](https://highsignal.app/data/markets?date=2026-08-24)

“Manifold consensus on 'Will $ASML reach $1700 at least once in 2024?': YES=1.00%”

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Decision support, not stock advice. This signal is research with cited evidence — not a recommendation to buy, sell, or hold any security.

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