ASML Holding NV Chief Financial Officer Roger Dassen said it will be positive for chip demand if Washington lifts ...

Key Points Geopolitical risks haven’t gone away.The semiconductor industry could face challenges even if AI demand remains ...

If achieved, a year-over-year increase in ASML's sales of its chipmaking systems will come as a sign of continued momentum in the AI industry following the launch of OpenAI's ChatGPT in Nov. 2022.

ASML beats Q2 estimates driven by AI chip demand. With strong margins, unique positioning, and 15% growth forecast, discover ...

Analysts had anticipated ASML to exceed estimates with over 5 billion euros in orders during second quarter, thanks to the escalating demand for AI chips, as noted by Kevin Wang, an analyst at Mihuzo.

OpenAI's new o1 model and Nvidia's Blackwell chips will further drive AI demand, benefiting ASML ... The U.S. has been tightening controls on semiconductor equipment exports to China, and ASML, ...

ASML reported second-quarter earnings and sales that beat forecasts, as interest in AI chips drives up demand for the firm’s semiconductor making equipment. Skip to content Main Navigation ...

ASML Investors Are Selling Despite Growing AI Demand. ... In the first quarter of 2024, net sales to China accounted for 49% of ASML's total net sales, which was a record.

Dutch semiconductor equipment maker ASML expects new low-cost models like the one rolled out by China's DeepSeek to lead to more — rather than less — demand for AI chips, CEO Christophe ...

This means that ASML needs EUR 4-6 billion in new orders each quarter to meet the upper limit of its projected 2025 sales, which are expected to reach between EUR 30-40 billion. AI and China's ...

AMSTERDAM (Reuters) - Computer chip equipment maker ASML's CEO on Wednesday made the case that the advent of efficient AI models such as one China's DeepSeek has launched is a net positive for ...

ASML results could provide insight into AI, China demand ASML’s third-quarter results could help reassure investors, analysts say, after stock drop from high Published: Oct. 15, 2024 at 8:39 a.m. ET ...