ASML hikes sales forecast for second time this year on strong AI chip demand
Despite robust demand, semiconductor stocks have come under pressure as investors question whether the huge AI-driven capital spending can be sustained. ASML also faces tightening restrictions on export controls of its advanced chip equipment.The stock slumped 6% in April after a bipartisan group of U.S. lawmakers proposed a bill that would cut off ASML's sale of DUV machines to Chinese chip companies and impact its already shrinking sales there. That law still needs to work its way through the U.S. legislative process.But restrictions can have a counterintuitive effect, Morningstar's Correonero said, and have previously led to a boom in demand as Chinese customers snapped up machines in anticipation of further restrictions.
- ▪Despite robust demand, semiconductor stocks have come under pressure as investors question whether the huge AI-driven capital spending can be sustained.
- ▪ASML also faces tightening restrictions on export controls of its advanced chip equipment.The stock slumped 6% in April after a bipartisan group of U.S. lawmakers proposed a bill that would cut off ASML's sale of DUV machines to Chinese chi
- ▪That law still needs to work its way through the U.S. legislative process.But restrictions can have a counterintuitive effect, Morningstar's Correonero said, and have previously led to a boom in demand as Chinese customers snapped up machin
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| Original publisher | CNBC — Top |
| Canonical URL | https://www.cnbc.com/2026/07/15/asml-2q-earnings-ai-chips-orders.html |
| Publication time | Wed, 15 Jul 2026 06:42:04 GMT |
| Retrieval time | 2026-07-15T06:53:20.690Z |
| Last seen | 2026-07-15T06:53:20.690Z |
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| Summary source text | contentText |
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Despite robust demand, semiconductor stocks have come under pressure as investors question whether the huge AI-driven capital spending can be sustained. ASML also faces tightening restrictions on export controls of its advanced chip equipment.The stock slumped 6% in April after a bipartisan group of U.S. lawmakers proposed a bill that would cut off ASML's sale of DUV machines to Chinese chip companies and impact its already shrinking sales there. That law still needs to work its way through the U.S. legislative process.But restrictions can have a counterintuitive effect, Morningstar's Correonero said, and have previously led to a boom in demand as Chinese customers snapped up machines in anticipation of further restrictions.
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