$ASML just raised its 2026 sales forecast for the SECOND time this year. AI chip demand isn’t slowing. The fact that ASML raised guidance by such a large amount suggests customers are still placing significant orders rather than slowing AI capex. The semiconductor supply chain still looks supply-constrained, not demand-constrained. ASML is the only company in the world that makes extreme ultraviolet (EUV) lithography machines used to produce the most advanced semiconductors.
在 X 查看 ↗