foundry demand

2 articles
The Motley FoolThe Motley Fool··Leo Sun

ASML's Bullish Guidance Points to Sustained AI Chip Boom and Nasdaq Upside

ASML raises 2026 revenue guidance to €36-40 billion on 13% Q1 growth, signaling sustained AI chip manufacturing demand and supporting broader Nasdaq upside.
NVDATSMAVGOINTCASMLguidance raiseEUV lithography
The Motley FoolThe Motley Fool··Harsh Chauhan

ASML Poised for Sustained Growth on AI Demand and Equipment Leadership

ASML positioned for sustained growth with €39 billion backlog and 48% net bookings growth, driven by AI infrastructure demand and its dominant EUV chipmaking equipment leadership.
MUTSMASMLAI infrastructure spendingbacklog growth