ASML’s second-quarter sales were expected to total 8.83 billion euros (about $10.08 billion), based on Visible Alpha data. According to Jin10, that estimate was within the company’s prior guidance range of 8.4 billion to 9.0 billion euros and above 7.69 billion euros a year earlier.
The report said ASML’s outlook was being watched closely amid tight market supply conditions. Driven by strong semiconductor demand, ASML was expected to raise its full-year sales forecast for a second time this year.
UBS analysts said ASML could lift guidance to the top end of its range and might even slightly exceed it. JPMorgan’s Sandeep Deshpande also said ASML could raise guidance again, citing strong shipments of deep ultraviolet lithography machines.
ASML CEO Christophe Fouquet said in April that investment in AI infrastructure was pushing chip demand above supply. The report said companies were unable to secure enough memory and storage chips because AI demand had driven costs up to the point that Apple had to raise prices for some products.
A Micron Technology executive said last month that tight supply conditions would persist beyond 2027. Investors were expected to watch for any comments from ASML executives on AI demand and its future trend.
STOCKS | Analysts See ASML Raising Full-Year Sales Guidance Again as Chip Supply Stays Tight
2026-07-14 08:31:24
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