US EditionChip giant ASML raises 2026 guidance as AI semiconductor demand stays strong
The Dutch chip-equipment maker cited strong AI-related demand and said installed-base revenue topped expectations, with Q1 net sales of 8.8 billion euros.
- ASML Holding raised its full-year 2026 revenue guidance to EUR 36-40 billion, citing robust demand for AI-related semiconductor manufacturing technology.
- First-Quarter 2026 results exceeded expectations, with the company reporting net sales of EUR 8.8 billion and a 53% gross margin, both meeting or exceeding consensus estimates.
- ASML CEO Christophe Fouque stated, "The semiconductor industry's growth outlook continues to solidify, driven by ongoing AI-related infrastructure investments," noting that chip demand is outpacing supply.
- To support customer capacity expansion, ASML plans to drive an output of at least 60 EUV Low-NA systems this year while improving throughput on its NXE:3800E and NXE:3800F platforms.
- Despite facing export headwinds in China, the company maintains its guidance to accommodate potential outcomes of export control discussions, positioning itself for long-term growth through 2028.
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Despite the S&P 500 and Nasdaq 100 hitting all-time highs, Micron Technology Inc. (NASDAQ:MU) remains in the red. The decline follows a volatile week for the semiconductor giant. Sentiment soured following first-quarter results from ASML Holding NV (NASDAQ:ASML). The Dutch firm is the sole supplier of EUV lithography systems. The chip equipment maker posted net sales of 8.77 billion euros ($10.26 billion), up from 7.74 billion euros a year earli…
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ASML dominates the chip industry with EUV machines and continues to grow strongly. However, despite strong quarterly figures, the high rating is currently against a long-term entry.
Buy the Rumor, Sell the News? ASML Falls Despite the Beat-and-Raise Quarter
The post Buy the Rumor, Sell the News? ASML Falls Despite the Beat-and-Raise Quarter appeared first on 24/7 Wall St.. Quick Read ASML (ASML) reported Q1 net sales of €8.8B, beating consensus by €300M, with net profit of €2.8B and gross margin at 53%, while EUV system sales jumped 29% year-over-year to €4.1B on strong AI chip demand. SK Hynix (000660.KS) placed a record €7.97B EUV order stretching through 2027, but China sales fell to 19% of to…
The manufacturer of semiconductor machines is regarded as an important seismograph for the megatrend artificial intelligence. Now ASML has delivered a forecast that predicts a new growth cycle – and demonstrates the Group's strategically unique position.
The company now expects sales between 36 billion euros and 40 billion euros, compared to the previous projection of 34 billion euros to 39 billion euros.
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