Chip giant ASML posts record orders and upbeat 2026 guidance as AI boom continues

Analysts expect memory chipmakers to increase capacity to mitigate a shortage in the component which could benefit ASML. Bookings, one of the most closely-watched metrics from investors, came in at 13.2 billion euros ($15.8 billion), ahead of estimates.

CNBC • 12 hours ago

Explainer: The $250 million ASML 'printer' behind Nvidia's chips

ASML has become Europe's most valuable company thanks to its dominance in making lithography systems, huge "chip printing" machines that cost $250 million each and are indispensable to firms driving the AI boom.

Reuters • 13 hours ago

ASML Q4 bookings beat expectations as chipmakers order more to satisfy AI demand

ASML reported stronger-than-expected bookings on Wednesday as the world's largest supplier of computer chip equipment received more orders thanks to larger investments in artificial-intelligence chipmaking capacity.

Reuters • 12 hours ago

ASML's Record Orders Smash Estimates as AI Spurs Chip Equipment Demand

ASML Holding ( NASDAQ:ASML ) just delivered the numbers Wall Street has been waiting for.

24/7 Wall Street • 7 hours ago

ASML orders surge as AI investment reshapes chip equipment demand

ASML's latest results underline how deeply artificial intelligence spending is reshaping the semiconductor supply chain. The Dutch chip equipment maker reported a sharp jump in orders and issued stronger-than-expected guidance for 2026, signalling that demand from chipmakers building AI capacity remains resilient.

Invezz • 10 hours ago

ASML stock: buybacks and dividends grab attention, but real signal lies elsewhere

ASML stock surged 6% on Wednesday, after the Dutch semiconductor equipment maker posted record results and announced a €12 billion three-year buyback program alongside a 17% dividend hike. While the investors focused on the capital returns, the company's earnings revealed a much deeper story.

Invezz • 4 hours ago

ASML Stock Surges On Strong Sales Forecast For 2026

Semiconductor equipment giant ASML provided a strong outlook for the current quarter and full year ahead. ASML stock rose on the news.

Investors Business Daily • 8 hours ago

ASML beats on Q4 orders as AI demand lifts outlook

ASML Holding NV (NASDAQ:ASML, XETRA:ASME), the world's largest supplier of chipmaking equipment, posted stronger-than-expected orders for the fourth quarter and raised its medium-term outlook on Wednesday, citing growing confidence among customers in the sustainability of artificial intelligence-related demand. The Dutch company reported Q4 bookings of 13.16 billion euros, nearly double market expectations, driven by strong demand for its advanced extreme ultraviolet (EUV) lithography systems.

Proactive Investors • 4 hours ago

ASML bookings impress but analysts say earnings need to deliver in 2026

Earnings from ASML Holding NV (XETRA:ASME, NASDAQ:ASML) on Wednesday reminded the market why it sits at the centre of the global semiconductor cycle, delivering a surge in orders that dwarfed expectations and underpinned an upgrade to guidance for the 2026 financial year. The chipmaking equipment maker's headline was bookings, as new orders reached €13.2 billion in the fourth quarter, almost double consensus and far ahead of analyst assumptions.

Proactive Investors • 4 hours ago

What is behind ASML's record orders?

CNBC's Arjun Kharpal breaks down the market dynamics in the semiconductor industry that has driven record orders for critical equipment supplier ASML.

CNBC International TV • 9 hours ago