Overview

• ASML posted net bookings of €5.54 billion, net sales of €7.7 billion and profit of €2.29 billion, all above analyst expectations.
• The company cautioned that macroeconomic and geopolitical headwinds, including possible U.S. tariffs on European goods, may prompt chipmakers to postpone investments.
• Orders were strongest from TSMC and Chinese manufacturers even as buying from Intel and Samsung slowed.
• Chinese demand stayed high at about 27 percent of machine sales despite U.S. export restrictions on advanced equipment.
• With typical lead times around 12 months, current uncertainties pose risks to sustaining revenue growth in 2026.