ASML reported strong net sales of €7.7 billion ($8.95 billion) for the second quarter, beating analyst estimates. However, the company tempered its outlook for 2026, citing uncertainty and macro-economic factors.
The Dutch tech giant is a critical player in the semiconductor supply chain, providing extreme ultraviolet lithography machines to major companies like Apple and Nvidia. ASML’s AI-driven growth has been a key driver of demand, with the company benefiting from orders related to chips required for artificial intelligence.
Despite missing expectations for the current quarter, ASML narrowed its forecast for 2025 revenue, which now expects a 15% increase. However, CEO Christophe Fouquet stated that while fundamentals for AI customers remain strong, macro-economic and geopolitical developments have created uncertainty.
For 2026, ASML cannot confirm growth, citing ongoing uncertainty. The company shipped one High NA tool in the second quarter, a key machine to its future growth plans. Shares ended the day 11.4% lower due to missed guidance expectations.
Source: https://www.cnbc.com/2025/07/16/asml-q2-2025-earnings-report.html