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8h ago

ASML Posts Steady Q3, Guides Strong Q4, Warns on China Next Year

Management points to AI-driven demand to support a 2030 revenue goal of €44–60 billion.

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Der niederländische Technologie-Konzern ASML hat im dritten Quartal so viel Gewinn gemacht wie im Vorjahreszeitraum. Allerdings geht der Hersteller von Maschinen für die Chip-Produktion von einem Einbruch seines Geschäfts in China aus.

Overview

  • ASML reported third-quarter profit of €2.125 billion on €7.5 billion in revenue, with gross margin at 51.6%.
  • New orders totaled €5.4 billion as the company said results met or exceeded analyst expectations for margin and intake.
  • The company guided fourth-quarter revenue to €9.2–9.8 billion and set a gross margin target of 51–53%.
  • CEO Christophe Fouquet said total revenue in 2026 is not expected to fall below 2025, revising a more cautious tone from July.
  • ASML expects a slump in China sales next year under U.S.-led export curbs that block its latest EUV tools, with China historically accounting for about 30% of revenue and recent demand focused on older DUV systems.