SemiAnalysis: ASML Raises 2026 Fiscal Year Guidance Twice, Upturn Cycle in Semiconductor Equipment Industry May Be Further Reinforced

Source: PANews7 hour ago

YouToCoin July 24 news, research firm SemiAnalysis posted on platform X stating that ASML raised its 2026 fiscal year performance guidance for the second time in three months during the Q2 earnings report, signaling a strengthening of the new upturn cycle in the semiconductor equipment industry. SemiAnalysis pointed out that positive signals include order visibility extending to 2028, management's early capacity expansion planning, brewing price increases for similar products, re-acceleration of DUV immersion lithography tool shipments, and continued growth in upgrade service business. Based on these factors, the firm believes there is still upside for the market's current revenue expectations for ASML, and expects the company to further raise its long-term performance guidance in the future.

Bullish

Bearish

Popular Exchanges

$1,062,657,337.19

$1,178,487,565.49

$1,095,930,967.45

$6,820,610,021.57

$753,561,985.3

$882,961,417.04