ASML, the sole producer of EUV lithography machines essential for advanced chip manufacturing, reported strong financial results for FY 2025 with $37.94 billion in revenue and $11.16 billion in net income. The company saw a 39% increase in EUV system revenue and a record $15.28 billion in Q4 2025 bookings, with a backlog exceeding $45 billion. In Q1 2026, ASML raised its full-year revenue guidance to €36-40 billion, driven by accelerating chip demand for AI applications. The company also benefits from recurring revenue streams through its Installed Base Management services and maintains strong shareholder returns with increased dividends and share buybacks. Despite export controls impacting China sales, ASML's focus on leading-edge logic customers supports its growth outlook through 2030.
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...
