Ticker
$ASML
10 developments in the last 30 days.
News and context about developments that touch this company. Not investment advice.
Developments
Last 30 days- AI Capex, Gamble or Jackpot?: Market SnapshotBroadcom's CEO called the AI market a 'casino', and strong ASML and TSMC results did not stop the tech rout. Bloomberg Television · 2026-10-16 AVGO ASML TSM
- ASML's strong orders ease fears AI spending boom is running out of steamStrong ASML orders eased fears that the AI spending boom is running out of steam. Hacker News · 2026-10-15 ASML
- ASML says it's getting order interest through 2030 as profit smashes expectationsASML's profit beat expectations, and it says some customers want to place orders for 2029 and 2030. CNBC Technology · 2026-10-15 ASML
- ASML expects China to account for ~20% of total sales in 2026, after Q3 sales there surged 109% QoQ, lifting China's share of machine sales from 14% to 23% (Xiaofei Xu/South China Morning Post)ASML's Q3 sales to China rose 109% from Q2, and China should make up about 20% of 2026 sales. Techmeme · 2026-10-15 ASML
- Citi says ASML results show AI chip demand outlook extending to 2030Citi reads ASML's results as showing AI chip demand lasting to 2030. Investing.com · 2026-10-15 ASML
- 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)ASML says it cannot fully meet AI-driven demand for its chipmaking tools in 2027–28, a sign of a supply bottleneck. Techmeme · 2026-10-14 ASML
- Chip bellwether ASML says customers are already asking to place orders — for 2030ASML says customers already want to place orders for 2029-2030, a sign that AI-driven chip-equipment demand will last for years. MarketWatch · 2026-10-14 ASML
- ASML reports Q3 net sales of €11.66B, vs. €11.72B est., a €4.96B net profit, vs. €4.1B est., and raises its 2026 net sales forecast from €43B-€45B to €44B-€45B (Arjun Kharpal/CNBC)ASML's Q3 profit beat estimates and it raised its 2026 sales forecast. Techmeme · 2026-10-14 ASML
- ASML Boosts Outlook as Demand Outpaces SupplyASML raised its 2026 sales outlook and says supply of its machines won't catch up with demand until 2028. Bloomberg Television · 2026-10-14 ASML
- This week's earnings lineup is pretty stackedBig banks, ASML and TSMC all report earnings this week. r/stocks · 2026-10-12 JPM GS ASML TSM