NewsNovo
A second guidance increase in a single year from ASML points to something more durable than a seasonal order bump.
The company's customers are still ramping production capacity for AI chips, and that demand has now moved the forecast twice in one fiscal year.
What complicates the picture is the question of how long that buildout cycle runs before it finds a ceiling.
The supply signal behind the revision ASML, the Dutch maker of lithography equipment that chipmakers depend on to manufacture semiconductors, raised its sales forecast on Wednesday.
Keep reading