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ASML raises guidance on strong AI demand and anticipates capacity shortages
ASML, the Dutch semiconductor equipment manufacturer, has reported strong third-quarter results and raised its financial guidance for the third time this year. The company cited robust demand driven by the global expansion of artificial intelligence infrastructure as a key growth factor.
ASML expects third-quarter revenue to reach between 11 and 12 billion euros, with gross margins between 55 and 57 percent. The company also anticipates significant capacity constraints for its Low-NA EUV machines in 2027 and 2028 due to high demand.
Major industry players are preparing for the next generation of lithography. Samsung plans to introduce ASML’s High-NA technology for large-scale DRAM production in 2028, while TSMC has confirmed it will adopt the technology for advanced node production starting in 2030.
Entities
ASML · Aramco · Bank of America · CXMT · ChangXin Memory Technologies · Christophe Fouquet · DAX · Federal Reserve · Lonza · Lufthansa · MTU Aero Engines · Micron Technology
Claims
What the coverage asserts, and how many sources carry each claim.
- [● 2 SOURCES] ChangXin Memory Technologies (CXMT) introduced a new chip architecture that reduces cell area by approximately 30%. www.cnnbrasil.com.br · www.investingcube.com
- [○ 1 SOURCE] Brent crude oil prices exceeded $100 per barrel. www.boersennews.de
- [● 3 SOURCES] ASML anticipates capacity shortages in 2027 and 2028. www.moneycab.com · sana.sy · newsbit.nl
- [DISPUTED] The DAX index closed at 25,299 points, marking a 0.2% increase. courage-lounge.de · www.ad-hoc-news.de
- [● 3 SOURCES] The Nasdaq 100 index declined by 0.9%.
- [● 5 SOURCES] US inflation rose 3.7% year-on-year in September. courage-lounge.de · www.it-boltwise.de · www.ad-hoc-news.de · www.boersennews.de · www.finanznachrichten.de
- [○ 1 SOURCE] The US Treasury imposed fines of more than $1.21 billion on Bank of America for anti-money laundering and sanctions violations.
- [● 4 SOURCES] ASML raised its financial guidance for the third time this year. tribunadepetropolis.com.br · www.cash.ch · bmcnews.com.br · www.finanznachrichten.de
- [○ 1 SOURCE] Lufthansa won the bidding race for the Portuguese airline TAP and can acquire up to 49.9 percent of the company for up to 1.2 billion euros. www.finanznachrichten.de
- [○ 1 SOURCE] Samsung plans to introduce ASML’s High NA technology for large-scale DRAM production in 2028. theasset.nl
- [● 2 SOURCES] ASML expects third-quarter revenue to be between 11 and 12 billion euros with a gross margin of 55 to 57 percent. theasset.nl · newsbit.nl
- [○ 1 SOURCE] ASML reports that its Low-NA EUV capacity is nearly fully booked for 2027. newsbit.nl