"ASML reported record quarterly bookings of 13.2 billion euros in Q4 2025, nearly doubling analyst predictions. The Dutch chip equipment maker's results highlight once more that the AI infrastructure buildout shows no signs of slowing down. The Veldhoven-based company's bookings exceeded the average analyst estimate of €6.85 billion by a significant margin. More than half came from extreme ultraviolet (EUV) lithography machines, totaling €7.4 billion."
""In the last months, many of our customers have shared a notably more positive assessment of the medium-term market situation, primarily based on more robust expectations of the sustainability of AI-related demand," CEO Christophe Fouquet said in a statement. "This is reflected in a marked step-up in their medium-term capacity plans and in our record order intake." The surge reflects growing confidence among chipmakers despite earlier concerns about AI over-investment."
"ASML projects 2026 total net sales between 34 billion and 39 billion euros, higher than previous guidance. The company reported 32.7 billion euros in total net sales for 2025. Fourth-quarter net sales reached 9.7 billion euros with a gross margin of 52.2 percent. These numbers are reflected by what we know from ASML's customers. TSMC announced this month it anticipates capital spending exceeding 52 billion dollars in 2026, much of it directed toward advanced manufacturing techniques."
ASML recorded Q4 2025 bookings of €13.2 billion, far above analyst estimates, with EUV lithography orders accounting for €7.4 billion. Customers reported more positive medium-term market assessments based on expectations of sustained AI-related demand, prompting stepped-up capacity plans. Major cloud and tech companies are investing heavily in data centres, driving semiconductor manufacturers to expand production capacity. ASML posted €32.7 billion in net sales for 2025 and reported Q4 net sales of €9.7 billion with a 52.2% gross margin. The company raised 2026 net sales guidance to €34–39 billion. TSMC projects over $52 billion in 2026 capital spending.
Read at Techzine Global
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