ASML, the sole maker of extreme ultraviolet lithography machines, reports Q1 2026 results on April 15. Despite record $15.28B orders in 2025, challenges include a $7.9B SK Hynix deal, a 1,700-job cut causing employee walkouts, and revenue growth concerns amid China export restrictions. Key factors are China’s declining revenue share, ramp-up of new EUV tech, and management’s tone on restructuring. The report will reveal if AI-driven demand offsets geopolitical and operational headwinds, impacting ASML’s premium valuation and growth outlook.
ASML Holdings has raised its 2026 revenue guidance midpoint from €38 billion to €44 billion and increased its gross margin midpoint from 52% to 55%, reflecting strong growth prospects. The analyst maintains a Buy rating and raises the price target fr...
Asian semiconductor stocks experienced a significant decline following a sell-off in US chipmakers, with SK Hynix shares dropping over 9% in Seoul after an earlier 8% rally. The sell-off reflects concerns over AI spending and profit-taking after a st...
REX Shares has filed for the REX AI Chipmaking ETF, targeting the booming $1.3 trillion AI infrastructure sector. The fund tracks the VettaFi AI Chipmaking Index, focusing on companies involved in wafer fabrication equipment, advanced packaging, and ...
ASML reported strong Q2 earnings with EPS of $8.69, surpassing estimates of $7.98, and revenue of $10.67 billion, exceeding forecasts of $10.23 billion. The company attributes this growth to increased demand for AI chips, prompting customers to accel...
ASML Holding N.V. reported strong Q2 results with €9.3 billion in sales and earnings per share of €7.59, surpassing market expectations. The company raised its 2026 revenue guidance to between €43 billion and €45 billion, with a gross margin target o...
