A symbol of ASML is displayed on a smartphone, with an ASML chip visible in the background.
Nurphoto | Nurphoto | Getty pictures
ASML On Wednesday, warned of the possibility of growth in 2026, also when it exceeded the expectations of the upper and lower line for the second quarter.
The ASML guidelines for the current quarter missed expectations while it restricted its own forecast for the rest of the year.
The ASML shares decreased by 6.5% in early trade, shortly after the European markets were opened.
Like many companies in the semiconductor industry, ASML has dealt with the uncertainty of the US tariff policy.
The company predicted sales with the third quarter of 7.4 billion euros and 7.9 billion euros, which shy away from market expectations of 8.3 billion euros.
According to ASML, sales expect the year as a whole of 2025 by 15%, which means that the guidance of previously announced forecasts from 30 billion euros will be restricted to 35 billion euros. This growth number would mean in 2025 income of 32.5 billion.
However, the Dutch tech giant was less sure about the prospects for 2026.
“Viewed of 2026 we see that the basics of our AI customers are still strong,” said the CEO of ASML, Christophe Fouquet.
“At the same time, we continue to see an increasing uncertainty that is due to macroeconomic and geopolitical developments. Therefore we cannot confirm it at this stage, while we are still preparing for growth in 2026.”
AI drives growth
For the current quarter you defeat the ASML analyst estimates at the upper and upper part and in the most important net bookings.
ASML has compared to LSEG consensus estimates for the second quarter:
- Net sales: 7.7 billion euros (8.95 billion US dollars) expected compared to 7.52 billion euros
- Net profit: 2.29 billion euros expected compared to 2.04 billion euros
In his own earlier forecast in April, ASML announced that the net turnover was expected in the second quarter between EUR 7.2 billion and 7.7 billion euros. In a pre -drawn interview, which was published on the ASML website, the company's CFO, Roger Dasen said that the bar was due to the improvement of the currently used machines and tariffs with a “less negative” impact than expected.
Analysts expected net bookings-an important indicator of the order demand-at 4.19 billion euros over the route from April to June. ASML reported net bookings of 5.5 billion euros.
ASML is one of the most important semiconductor supply chain companies in the world. It makes extreme ultraviolet lithography machines (EUV) that are required to produce the most advanced chips in the world Apple And Nvidia.
Like companies Intel And Taiwan Semiconductor Manufacturing Co. Are customers of ASML.
ASML has benefited from the demand in connection with chips that are required for artificial intelligence. This said that this AI demand is “a big driver for EU”.
The company based in Veldhoven, the Netherlands based in Veldhoven, has published its next generation EC tools as High Na, which stands for a high numerical aperture. These machines, which are larger than a double-decker bus and each cost more than $ 400 million, are the key to the future growth plans from ASML.
ASML said it sent a high NA tool in the second quarter.
Comments are closed.