All articles tagged with #euv
ASML beat earnings again and raised its 2026 outlook for the second straight quarter, while increasing 2027 EUV production to 84 machines with orders nearly fully booked, signaling durable, multi‑year AI‑driven demand from leading chipmakers; management expects capacity growth into 2028, reinforcing ASML’s role as a foundational AI infrastructure supplier, though export restrictions to China remain a risk.
ASML raised its full-year sales outlook for the second time this year amid a surge in AI-driven demand for its extreme ultraviolet lithography (EUV) machines. The company plans a 30% capacity increase for its EUV systems next year (with a possible similar expansion in 2028) and says orders for 2027–28 are already strong, helped by major chipmakers like Intel and TSMC. In Q2, revenue rose 21% to €9.3bn and net income to €2.9bn, with annual net sales now forecast at €43–€45bn, well above consensus.
Washington is pressing ASML on whether an EUV lithography machine reached China despite export bans; ASML denies shipping EUV systems and says it complies with rules, while officials allege related equipment was sent but have provided no documents. The dispute highlights broader debates over widening export controls, potential impacts on ASML’s revenue, and looming legislation to curb Chinese access to advanced semiconductor tech.
U.S. officials pressed ASML about a potential European UnionV lithography tool or related gear ending up in China in possible breach of export rules; ASML denies shipping EUV machines or components to China and says it complies with all controls. Washington says it has evidence of shipments that could support EUV systems, but details are sensitive. The dispute heightens tensions with the EU over semiconductor exports and comes as Congress weighs tighter restrictions on chip-making tools, potentially affecting ASML’s China business and broader transatlantic relations.
ASML’s extreme ultraviolet lithography machines—built through decades of risky R&D, strong public-private partnerships, and a vast European supplier network—are the backbone of today’s sub-5nm semiconductors. By outspending rivals, innovating with immersion lithography and the dual-stage TWINSCAN architecture, and forging tight ties with Intel, Samsung, and TSMC, ASML rose from near collapse to global dominance, reshaping the chip industry and geopolitics while pushing Moore’s Law forward toward ever-smaller transistors.
ASML Holding reported record fourth‑quarter bookings of €13.2 billion (about double expectations of €6.3B) with revenue of €9.72B and a 52.2% gross margin. Backlog climbed to €38.8B, led by EUV systems, and China’s quarterly share fell to 36%. The company guided 2026 revenue of €34–€39B (midpoint ~€36.5B) and Q1 2026 revenue of €8.2–€8.9B, while announcing cost cutting of around 1,700 Dutch jobs to sharpen focus on engineering. A sizable portion of bookings is seen for 2027 deliveries, and the stock rose about 6% on the news.
ASML posted a record 13.2 billion euros in Q4 2025 bookings and announced a 12 billion euro buyback through 2028. Q4 revenue was 9.7 billion euros with net profit of 2.84 billion euros; for 2026, the company guides net sales of 34–39 billion euros (midpoint above consensus) and expects at least 20% growth versus 2024. It will cut about 1,700 jobs. AI infrastructure demand underpins the outlook, EUV revenue is set to rise significantly in 2026, and China sales are planned to be about 20% of total in 2026, with memory-chip capacity expansion supporting demand for ASML’s lithography machines.