Overview

• ASML posted net profit of €2.3 billion on €7.7 billion in sales, both exceeding second-quarter analyst expectations
• The company recorded net bookings of €5.54 billion, about 25 percent above the €4.44 billion consensus estimate
• Chief Executive Christophe Fouquet said growth for 2026 cannot be confirmed given rising macroeconomic and geopolitical headwinds
• Chief Financial Officer Roger Dassen warned that a proposed 30 percent U.S. tariff could boost the price of a high-end EUV machine from €250 million to €325 million
• Demand held up at TSMC and among Chinese chipmakers but remained softer than expected at Intel and Samsung