# Vroeg — extractable kernel (NL)

Publication: https://vroegsignaal.be
Generated: 2026-07-10T03:30:15.089Z
Articles: 1

Each block contains: title, URL, published date, falsifier (if any),
top-box claim/why-now/consequence/confidence (if any), primary sources
with publisher attribution, entities tagged. The full article body is
at the URL + a clean Markdown mirror at the same path with .md suffix.

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## ASML schaalt EUV-productie af in Q4 wegens TSMC-vertraging

URL: https://vroegsignaal.be/news/asml-euv-q4-vertraging
Markdown: https://vroegsignaal.be/news/asml-euv-q4-vertraging.md
Published: 2026-05-23
Modified: 2026-05-23
Section: SIGNAAL
Kicker: halfgeleiders

### Falsifier
Claim: ASML levert in Q4 2026 minder dan 350 EUV-units uit.
Testable by: 2027-01-15
Status: open

### 90-second top
Claim: ASML schaalt EUV-productie af in Q4 wegens TSMC-vertraging.
Why now: Eind-april persconferentie + TSMC's kapitaal-allocatie verschuift weg van N2 nodes.
Consequence:
  - Investeerders: ASML Q4-cijfers materieel onder consensus
  - Beleidsmakers: EU Chips Act timeline-risk
  - Operationeel: imec spin-offs reageren langzamer
Confidence: hoog

### Primary sources
- ASML Q1 2026 transcript (ASML) — https://www.asml.com/en/investors/financial-results/q1-2026
- TSMC Q1 2026 earnings (TSMC) — https://www.tsmc.com/english/dedicatedFoundry/investors
- imec persbericht — High-NA EUV (imec) — https://www.imec-int.com/en/articles/high-na-euv
- EU Chips Act voortgangsrapportage Q1 2026 (EUR-Lex) — https://eur-lex.europa.eu/legal-content/NL/TXT/?uri=CELEX:52026XC0123

Entities: asml, tsmc, imec, ku-leuven, eu-chips-act
Topics: halfgeleiders, asml, tsmc, eu-chips-act, imec

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