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21.04.26 - 09:06
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ASML′s memory revenue tops logic in 1Q26, AI-fueled HBM demand surges (Digitimes)
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ASML revealed during its first quarter 2026 earnings call that revenue from memory systems has, for the first time, exceeded that of logic chips. Against a backdrop of sustained AI infrastructure investment, DRAM manufacturers are aggressively competing for extreme ultraviolet (EUV) equipment capacity, signaling a shift in global semiconductor demand patterns....
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16.04.26 - 05:30
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ASML boosts 2026 sales forecast despite shrinking China sales (SCMP)
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Dutch chipmaker ASML upgraded its 2026 sales outlook on Wednesday, citing strong demand, even as China's share of global shipments continued to decline and the firm braced for a potential new round of US export controls targeting China.
The company projected net sales for the year to fall between €36 billion (US$42.5 billion) and €40 billion, as it released its first-quarter results, up from its previous forecast of between €34 billion and €39 billion made in January.
The semiconductor......
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15.04.26 - 16:42
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ROUNDUP 2: Chipausrüster ASML erhöht Jahresziel - Quartalsausblick enttäuscht (DPA-AFX)
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Der Chipausrüster ASML profitiert weiterhin vom KI-Boom und ist mit überraschend viel Schwung in das neue Jahr gestartet. Laut Konzernchef Christophe Fouquet verbessern sich die Wachstumsaussichten in der Halbleiterindustrie weiter, angetrieben würden sie durch die anhaltenden Investitionen in Künstliche Intelligenz (KI). Das Management rechnet sich deshalb noch etwas mehr Umsatz im Jahr aus als bisher. Der Ausblick des Unternehmens auf das laufende Quartal enttäuschte allerdings die Markterwartungen..
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15.04.26 - 13:25
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Trump Hints End of Iran War in Sight; ASML Raises Sales Forecast | Bloomberg Brief 4/15/2026 (Bloomberg)
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US equity futures waver near an all-time high amid optimism surrounding a potential Iran peace deal. ASML shares rise after the firm boosted its guidance as surging global AI spending help fuel demand for its chipmaking machines. Bank earnings continue with Bank of America and Morgan Stanley. Jack Caffrey of JPMorgan Asset Management sees earnings further accelerating this year. Stephen Biggar of Argus Research takes a closer look at bank results. (Source: Bloomberg)...
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15.04.26 - 10:36
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KI-Hype lässt ASML-Umsatz explodieren (Ariva)
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ASML erhöht seine Umsatzprognose für 2026 auf bis zu 40 Milliarden Euro. Der KI-Boom treibt die Nachfrage nach Chipfertigungsanlagen ? doch China-Risiken und ein schwächeres Q2 trüben das Bild. ASML, der niederländische Weltmarktführer im Bereich der Halbleiterfertigungsmaschinen, hat seine Umsatzprognose für das Jahr 2026 deutlich angehoben. Der Konzern erwartet nun einen Umsatz von 36 bis 40 Milliarden Euro, was eine Erhöhung des ursprünglichen Ausblicks von 34 ......
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15.04.26 - 10:30
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US, Iran Seek Second Round of Talks & ASML 2026 Raises Sales Forecast | Daybreak Europe 4/15/2026 (Bloomberg)
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Bloomberg Daybreak Europe is your essential morning viewing to stay ahead. Live from London, we set the agenda for your day, catching you up with overnight markets news from the US and Asia. And we'll tell you what matters for investors in Europe, giving you insight before trading begins.
On today's show, the US & Iran look to arrange a second round of peace talks in the coming days. President Trump tells Fox News he believes the war is "close to over." Stocks in Asia follow Wall Street in recouping their post-war losses on optimism for a deal.
Investors now focus on tech and earnings. Europe's most valuable company, ASML, has raised its full-year sales forecast as the surge in global AI spending boosts demand for its advanced chipmaking machines. But its improved outlook was tempered by a weaker-than-expected sales forecast in the second quarter.
Today's guest: Josie Anderson, Nomura, European Economist (Source: Bloomberg)...
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