ASML High-NA EUV +4.5% as AI Chip Demand and Targets Rise
Is ASML High-NA EUV becoming the one tool every AI chipmaker now needs to stay in the race? Maik Kemper Editor in Chief Demand for chips is outpacing…
ASML Holding N.V. provides lithography solutions for the development, production, marketing, sales, upgrading, and servicing of advanced semiconductor equipment systems. The company offers lithography, metrology, and inspection systems. It also provides extreme ultraviolet lithography systems; and deep ultraviolet lithography systems comprising immersion and dry lithography systems solutions to manufacture various range of semiconductor nodes and technologies. In addition, the company offers metrology and inspection systems, including YieldStar optical metrology systems, a diffraction-based wafer metrology platform to assess the quality of patterns on the wafers; and HMI electron beam solutions to…
| Quarter | Revenue | YoY | Net Income | EPS (dil.) | YoY | Gross Margin | Op. Margin |
|---|---|---|---|---|---|---|---|
| Q1 2026 Mar 2026 | $8.77B | +13.2% | $2.76B | $7.15 | +19.2% | 53.0% | 36.0% |
| Q4 2025 Dec 2025 | $9.72B | — | $2.84B | $7.34 | +7.3% | 52.2% | 35.3% |
| Q3 2025 Sep 2025 | $7.52B | — | $2.12B | $5.48 | — | 51.6% | 32.8% |
| Q2 2025 Jun 2025 | $7.69B | — | $2.68B | — | — | 52.6% | 40.8% |
| Q1 2025 Mar 2025 | $7.74B | — | $2.36B | $6.00 | — | 54.0% | 35.4% |
Data from Yahoo Finance. YoY compares the same quarter of the prior fiscal year.
Is ASML High-NA EUV becoming the one tool every AI chipmaker now needs to stay in the race? Maik Kemper Editor in Chief Demand for chips is outpacing…