Partnering with Tata Electronics Makes Sure 1st 300mm Fab in India is Highly Successful, Says ASML Holding’s Executive VP

ASML reported $10.65B Q2 revenue, up 21.3% YoY, and raised full-year guidance to €43B-€45B. Canon and Nikon are targeting cost-sensitive chip layers with nanoimprint lithography, aiming for a niche in memory and specialty logic. Canon's adoption by Kioxia and potential expansion could re-rate its stock.

ASML Holding NV (ASML) is considering a major production increase to meet AI-driven chip demand, with potential output exceeding 110 EUV systems by 2028. U.S. shares rose 1.4% to $1,613.985. ASML reported Q2 sales of $9.33B, a 54% gross margin, and $2.92B in net income. Analysts highlight supply chain constraints as a key growth factor.

ASML (NASDAQ: ASML) reported Q2 2026 revenue of $10.65B, up 21.3% YoY, with a $45.06B backlog. TSMC (NYSE: TSM) reported $40.20B in revenue, up 36.0% YoY, with a 67.7% gross margin. Both companies are crucial for AI infrastructure, with ASML as the sole supplier of EUV and immersion DUV systems, and TSMC facing packaging capacity constraints.

Cantor named ASML Holding NV its top semiconductor equipment stock pick, citing overblown investor concerns. The firm rates ASML Overweight with a €2,500 price target, expecting lithography intensity to improve and positive catalysts to drive growth. ASML's CFO noted strong demand for EUV tools through 2027.

ASML's $400M EUV lithography machines face limitations in producing large AI chips, requiring costly workarounds. ASML, TSMC, and partners are developing 12-inch photomasks for single-shot exposure, targeting 2031-2033. ASML's stock is up 112.6% year-over-year but faces near-term constraints, including export controls and capacity issues. Q2 2026 revenue grew 21.25% YoY to $10.65B, with operating income up 10.14%. ASML raised 2026 revenue guidance to EUR 43-45B, with a gross margin of 54-56%. An

AI chip stocks fell after leaders of Anthropic, OpenAI, and Elon Musk called for slowing advanced AI model development. Nvidia dropped 3.36%, AMD, Intel, and ASML each lost over 6%. The Philadelphia Semiconductor Index declined 5.86%. OpenAI also abandoned IPO plans for 2026.