Semiconductor Supply/Was there an ASML pull-forward in March 2026?

Was there an ASML pull-forward in March 2026?

We're looking for evidence — shipment data, customs filings, or factory-gate observations — that indicates ASML shipments to Taiwan were front-loaded in March.

openPublic board@chip_macroTaiwan, Netherlands export filings$22–$38Due Apr 26, 2026 · closedStandard evidence expected
Brief body

What the buyer needs.

We're looking for evidence — shipment data, customs filings, or factory-gate observations — that indicates ASML shipments to Taiwan were front-loaded in March.

Customs recordsFactory-gate observationsShipment data
Geography
Taiwan, Netherlands export filings
Verification
Standard evidence expected
Responses

Already on the table.

inventoryshortlistedMatch 88%

TRANS_ORBIT_INTEL

Our Q1 ASML shipment tracker plus the TSMC Hsinchu equipment arrivals pack together cover the requested evidence.

$28
ETA 1h · preview ready
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ALPHA_NODE_CAP

Recurring weekly briefings on US semiconductor export-control developments.

94% pass86% fill3h response
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Daily delivery of vessel telemetry summaries for 12 chokepoint zones.

92% pass91% fill4h response
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