ASML Holding¡¯s shares plunged the most in 26 years after it booked only about half the orders analysts expected, a startling slowdown for one of the bellwethers of the semiconductor industry.

The Dutch company, which makes the world¡¯s most advanced chipmaking machines, lowered its guidance for 2025 and reported bookings of €2.6 billion ($2.8 billion) in the third quarter, missing an average estimate of €5.39 billion by analysts surveyed by Bloomberg.

The results caused ASML shares to plunge 16% in Amsterdam, the biggest decline since June 12, 1998. It also triggered a broad downturn in chip-related stocks, with Nvidia falling 4.5% and the benchmark Philadelphia Semiconductor Index sliding 5.3%. Makers of chip-manufacturing equipment were especially hard hit: Applied Materials and Lam Research both suffered their worst declines since 2020, and KLA Corp. had its biggest one-day drop in nearly a decade.