Overview

• ASML reported Q1 net bookings of 3.94 billion euros, falling short of the forecasted 4.89 billion euros.
• The company's Q1 net profits nearly doubled year-over-year, reaching 2.4 billion euros compared to 1.2 billion euros in 2024.
• CEO Christophe Fouquet emphasized strong demand driven by artificial intelligence, projecting 2025 and 2026 as growth years.
• ASML reaffirmed its 2025 sales guidance of 30 to 35 billion euros, despite increased uncertainty linked to U.S. tariff policies and regulatory pressures.
• The U.S. Commerce Department has launched a national security investigation into semiconductor imports, potentially leading to further trade measures.