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ASML sees significant China demand drop, Q3 bookings above estimates
ASML expects China sales to drop significantly in 2026 due to export restrictions and geopolitical tensions despite a 15% overall sales increase forecast for 2025, CEO said.
- On Wednesday, ASML warned China total net sales in 2026 will decline significantly versus 2024 and 2025, but overall 2026 sales are not expected below 2025 levels.
- Export curbs from the Netherlands and US have constrained ASML sales to China, while Beijing's self-sufficiency drive accelerates, with SMIC testing a homegrown DUV machine last month.
- ASML's Q3 performance, driven by bookings, showed third-quarter total net sales of 7.516 billion euros, net bookings of 5.40 billion euros, net profit of 2.13 billion euros, and sales of 66 lithography systems including 3.6 billion euros in EUV kit.
- For Q4, ASML forecasted sales guidance of �9.2bn to �9.8bn with gross margin up to 53%, shares climbed over 3%, and the company will provide more 2026 outlook details in January.
- ASML remains the only supplier of EUV photolithography tools, with 42% of Q3 sales from China, and projects AI-driven sales to reach €44–€60 billion by 2030.
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ASML Warns Two-Year China Sales Surge Is Coming to an End
ASML Warns Two-Year China Sales Surge Is Coming to an End - The Dutch chip gear giant says its China business will return to a ‘more reasonable’ level next year as it clears backlogs and faces tighter U.S. export curbs
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ASML Has More Work to Do on AI @themotleyfool #stocks $ASML
Key PointsASML is a natural beneficiary of AI spending, but its growth has been lackluster lately.The semiconductor lithography specialist expects full-year 2025 sales gains of 15%, but year-over-year increases in recent quarters have badly lagged that number.Investors should watch for more signs of full participation in the AI boom come 2026.10 stocks we like better than ASML › Here's our initial take on ASML Holding's (NASDAQ: ASML) third-quar…
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Coverage Details
Total News Sources79
Leaning Left10Leaning Right14Center34Last UpdatedBias Distribution59% Center
Bias Distribution
- 59% of the sources are Center
59% Center
L 17%
C 59%
R 24%
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