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ASML financial guidance includes Terafab plans, CFO says
Reuters21d 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 Videos21d 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.com21d 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.21d 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.21d 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
MarketBeat21d 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

Dutch tech giant ASML posts gain in second-quarter profits
AFP21d agoneutral
Dutch tech giant ASML posts gain in second-quarter profits

Dutch tech giant ASML, which makes cutting-edge machines to manufacture semiconductor chips, Wednesday posted a gain in second-quarter net profits compared with the same period in 2025.Europe's biggest tech firm by market value said net profits came in at 2.9 billion euros, compared with 2.3 billion in the second quarter of last year.

Intel turns to next-generation ASML tool to help make its laptop chips
Reuters21d agoneutral
Intel turns to next-generation ASML tool to help make its laptop chips

Intel has decided to use a high-end machine from ASML to ‌manufacture some of its flagship Panther Lake laptop chips, ASML ‌said on Tuesday, a move that will help the chipmaker learn to use ​the tool more effectively. Following experiments that began in 2024, Intel has begun to use ASML's next-generation high numerical aperture (High NA) extreme ultraviolet (EUV) machines, which print circuit patterns on to microchips, to help produce a ‌portion of its Panther ⁠Lake processors, ASML said. The industry has debated at what point it makes economic sense to begin deploying the ⁠High NA tools, which likely will be needed by chipmakers in the future as they continue to shrink the atomic-sized features that ​make up ​chips.

ASML tops Q2 estimates on AI chip demand
Reuters21d agoneutral
ASML tops Q2 estimates on AI chip demand

ASML, the world's biggest supplier ‌of equipment used ‌to manufacture computer chips, ​on Wednesday reported better-than-expected second-quarter revenue and profit, as demand from ‌makers of ⁠artificial intelligence chips offset uncertainty over ⁠sales to China. Revenue for the three months ​ended June ​30 ​was 9.33 ‌billion euros ($10.90 billion), compared with the 8.80 billion euros expected by analysts, according to LSEG ‌median estimates. Net income was ​2.92 ​billion euros, ‌compared with the 2.62 ​billion ​euros expected, according to LSEG data.

Earnings, Warsh Testimony: What to Watch the Rest of the Week
The Wall Street Journal21d agoneutral
Earnings, Warsh Testimony: What to Watch the Rest of the Week

Today Earnings: Johnson & Johnson, Morgan Stanley, BlackRock, PNC Financial Services, Conagra, Cintas, United Airlines, Bank of New York Mellon, Elevance Health, J.B. Hunt, ASML Economic data: Producer-price index data for June, Empire State manufacturing survey, EIA weekly petroleum status report, Fed beige book.

Taiwan Semiconductor Manufacturing Company Limited (TSM) Not at Risk of Losing Competitive Edge, CEO Says
Insider Monkey22d agoneutral
Taiwan Semiconductor Manufacturing Company Limited (TSM) Not at Risk of Losing Competitive Edge, CEO Says

We recently published Ray Dalio Stock Portfolio: 10 Best Stocks to Buy. Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) is one of Ray Dalio’s best stocks to buy. On June 4, WSJ reported that Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) Chief Executive C.C. Wei told shareholders the company is not losing its edge in next-generation chip […]

ASML Holding N.V. (ASML) Remains at the Center of Semiconductor Trade Tensions
Insider Monkey22d agoneutral
ASML Holding N.V. (ASML) Remains at the Center of Semiconductor Trade Tensions

ASML Holding N.V. (NASDAQ:ASML) is one of the 15 Best AI Stocks to Buy and Hold for the Next 5 Years. On July 6, Reuters reported that ASML Holding N.V. (NASDAQ:ASML) remains at the center of semiconductor trade tensions as Dutch Trade Minister Sjoerd Sjoerdsma begins a three-day trade mission to China. Reuters said Sjoerdsma […]

Bloomberg22d agoneutral
SK Hynix Early ADR Options Trading Leans to Short-Term Contracts

(Bloomberg) -- Options on SK Hynix Inc.’s American Depository Receipts began trading on US options exchanges Tuesday, giving traders in the world’s largest derivatives market easier access to the volatile South Korean memory chipmaker. Most Read from BloombergUS Hits Iran With Strikes, Blockade as Trump Plans Hormuz ChargeLindsey Graham, Senate Hawk Turned Trump Ally, Dies at 71Trump Embraces Australian Retirement System Backed by Larry FinkUS CPI Falls for the First Time Since 2020, Core Gauge