ASML experienced strong performance in the second quarter with €5.54 billion in new orders, exceeding analyst expectations of €4.44 billion. However, geopolitical tensions and trade conflicts lead to uncertainty regarding growth prospects for 2026. CEO Christophe Fouquet mentioned that ASML cannot guarantee growth due to concerns over potential US tariffs on new systems, which could affect gross margins. For the third quarter, ASML expects net sales between €7.4 billion and €7.9 billion, below analyst predictions, but still anticipates 15 percent growth for the year. The rise of artificial intelligence positively affects demand for its machines.
ASML's net bookings in the second quarter were well above expectations, with new orders reaching €5.54 billion compared to the anticipated €4.44 billion, indicating strong demand for advanced chip machines.
The CEO emphasizes that ASML is preparing for growth in 2026, but cannot confirm this due to increasing uncertainty driven by macro-economic and geopolitical developments.
Fouquet points to potential tariffs on new systems and components being a threat, impacting ASML's gross margin and raising concerns about retaliatory measures from other countries.
Despite uncertainty in the market, the CEO sees positive signs in 2026, noting that the fundamentals of AI customers remain strong, driven by significant investments in chips and data centers.
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