ASML is a Dutch maker of semiconductor lithography equipment and the sole supplier of EUV lithography machines. Recent coverage has focused on AI-driven demand: ASML raised its 2026 sales forecast and said it cannot fully meet demand over the next two years, with revenue up more than 55% last quarter and a market cap above $630 billion. Stories also noted its push for larger photomasks with TSMC, Samsung and Intel, Huawei's alternative efforts, and valuation questions.
ASML says AI chip demand stretches into 2030ASML's latest earnings show customers placing orders years in advance amid strong AI chip demand. Revenue grew over 55% last quarter and market cap exceeds $630 billion, but its P/E of 40 and forward P/E of 29 exceed the S&P 500 average, raising valuation questions.
AI stocks diverge as Nvidia, TSMC slip but earnings stay strongMaeil Business Newspaper reported Nvidia fell about 8% and TSMC about 4% in the week to the 15th, with GPU-leasing NeoCloud firms dropping more, reflecting worries over AI infrastructure profitability and financing. Chip demand remains strong: TSMC's Q3 net profit rose 68.7% year on year to a sixth straight record and it kept capex at $60-64 billion, while ASML posted €11.7 billion revenue and €4.96 billion net profit.
AI capex: gamble or jackpot?Broadcom's CEO likened the AI market to a 'casino,' and despite strong ASML and TSMC results, a global tech selloff raises concerns about AI spending risks.
ASML raises 2026 outlook as AI demand outpaces supplyASML raised its 2026 sales forecast and said surging artificial intelligence spending means it will not be able to fully meet demand for its chipmaking machines over the next two years.
ASML vs. Qualcomm: which AI stock is better?The article compares ASML and Qualcomm: ASML is the sole supplier of EUV lithography machines, with FY2025 revenue of $36.6B, net income of $10.8B and free cash flow of $12.4B; Qualcomm designs wireless and AI processors for smartphones and data centers.
ASML vs. SK Hynix: Revenue trends comparedThe article compares quarterly revenue trends of ASML and SK Hynix: ASML shows steady growth and capacity expansion, while SK Hynix expands rapidly and completed an ADR listing, offering investors AI chip exposure insights.
ASML wins TSMC, Samsung, Intel; Huawei pursues alternativesASML convinced TSMC, Samsung and Intel to switch to larger photomasks, which should boost throughput of its newest EUV machines by about 40%. Meanwhile Huawei, via equipment maker Yuliangsheng and its suppliers, is pursuing a domestic strategy to reduce dependence on Dutch lithography technology.
The A.I. Daily