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Why ASML (ASML) Remains Critical to the AI Chip Supply Chain as Advanced Semiconductor Demand Grows
Insider Monkey71d agoneutral
Why ASML (ASML) Remains Critical to the AI Chip Supply Chain as Advanced Semiconductor Demand Grows

ASML Holding N.V. (NASDAQ:ASML) is one of the high-growth wide-moat stocks to buy. On July 6, Bernstein raised its price target on ASML, drawing attention to the company’s role in supplying the lithography systems required to produce leading-edge logic and memory chips. The backdrop remains unusually strong: the Semiconductor Industry Association said in June that […]

ASML financial guidance includes Terafab plans, CFO says
Reuters72d agoneutral
ASML financial guidance includes Terafab plans, CFO says

Top computer chip equipment maker ASML said its ‌capacity expansion plans in 2027 and ‌2028 unveiled on Wednesday along with second-quarter earnings ​take into account demand for its tools from Elon Musk's planned Terafab chip production facility in Texas. "We're in dialogue with ‌all our ⁠customers and we know ... what their building plans are," Chief Financial ⁠Officer Roger Dassen said on a call.

ASML raises 2026 forecast, expands capacity on AI chip demand
Reuters Videos72d agoneutralVIDEO
ASML raises 2026 forecast, expands capacity on AI chip demand

<body><p>STORY: ASML raised its 2026 financial forecasts on Wednesday after better-than-expected Q2 earnings.&nbsp;</p><p>The world's biggest supplier of computer chip manufacturing equipment also said it would increase capacity as AI demand boosts revenue.&nbsp;</p><p>ASML now expects this year's net revenue to reach up to $51 billion, a 16% forecast increase.</p><p>And Q2 revenue hit over $10.6 billion which topped analyst estimates.&nbsp;</p><p>With one calling the earnings “blowout results across the board.”</p><p>The Dutch company is the world's only maker of extreme ultraviolet lithography (EUV) tools, which are essential for making cutting-edge chips.&nbsp;</p><p>Its customers, including TSMC, Samsung and SK Hynix, are racing to add capacity for AI-related demand.</p><p>ASML said it intended to expand capacity by 30% in each of the next two years for its flagship EUV tools…</p><p>As well as for deep ultraviolet (DUV) tools needed for less advanced chips and by customers in China.</p><p>Investors liked what they heard from ASML and shares were up over 5% in early trade.&nbsp;</p></body>

ASML's Guidance Is Better Than Expected
Barrons.com72d agoneutral
ASML's Guidance Is Better Than Expected

ASML Holding's sales and margin forecasts for the current quarter are above expectations, Jefferies analysts wrote in a note to clients. The Dutch supplier of semiconductor-making equipment is projecting sales between 11 billion and 12 billion euros in the third quarter.

ASML (ENXTAM:ASML) Stock Looks Like A Bargain Even As Broader Checks Stay Mixed
Simply Wall St.72d agoneutral
ASML (ENXTAM:ASML) Stock Looks Like A Bargain Even As Broader Checks Stay Mixed

ASML Holding stock has delivered a strong 180.4% return over the past 5 years, yet its current valuation checks send a more measured message rather than a clear bargain signal. A 180.4% 5 year return highlights how strongly ASML Holding has rewarded long term shareholders, which naturally raises the bar for what counts as good value from here. Progress on High NA EUV deployment with Intel and continued demand for advanced lithography tools can support high expectations, while tighter export...

ASML Holding (NasdaqGS:ASML) Lifts 2026 Outlook As Intel Puts High NA EUV To Work
Simply Wall St.72d agoneutral
ASML Holding (NasdaqGS:ASML) Lifts 2026 Outlook As Intel Puts High NA EUV To Work

ASML Holding (NasdaqGS:ASML) reported strong Q2 2026 earnings and lifted its full year 2026 sales outlook. Intel has become the first chipmaker to put ASML's next generation High NA EUV lithography systems into production use. The company highlighted AI related demand as a key driver of equipment orders and utilization across its product portfolio. ASML Holding sits at the center of high end chip manufacturing, and the latest results illustrate how critical its tools are for leading...

ASML Q2 Earnings Call Highlights
MarketBeat72d agoneutral
ASML Q2 Earnings Call Highlights

ASML (NASDAQ:ASML) reported second-quarter 2026 net sales and gross margin above its own guidance, driven by stronger-than-expected demand from its installed base business and continued customer investment tied to artificial intelligence, memory and advanced logic production. Roger Dassen, ASML’s e