ASML Sees Strong Order Interest Through 2030 as Profit Exceeds Expectations
Earnings·4 articles across 3 outlets
Story updated Rewritten when the story materially grows; the wire is checked every 15 minutesAbout this data
ASML reported that it is experiencing significant demand for its chipmaking tools driven by AI, with customers expressing interest in placing orders as far out as 2030. However, the company indicated it will not be able to fully meet this AI-driven demand for 2027 and 2028.
The strong interest in future orders provides investors with insights into long-term demand for ASML's products, highlighting the growing importance of AI in the semiconductor industry.
ASML
Sources
Every quote below is verbatim from the article it is attributed to.
SourceReports the news
“ASML said some customers are "expressing an interest" in placing orders with the company in 2029 and 2030”
CNBC — ASML says it's getting order interest through 2030 as profit smashes expectations“Reuters: ASML says it cannot fully meet AI-driven demand for its chipmaking tools in 2027 and 2028, and is seeing “strong interest” in orders for 2029 and 2030 — ASML (ASML.AS)”
techmeme — ASML says it cannot fully meet AI-driven demand for its chipmaking tools in 2027 and 2028, and is seeing "strong interest" in orders for 2029 and 2030 (Reuters)