ASML (ASML NA) CFO says low end of 2026 sales forecast range reflects possibility of supply chain and restriction difficulties; guidance has been raised due to strong demand for immersion DUV systems

ASML's CFO highlighted a raised sales forecast driven by strong demand for immersion DUV systems, although caution remains due to potential supply chain issues and export restrictions, particularly related to China.

Newsquawk StaffPublished 15 Apr 2026, 08:16 UTCOn the live feed at 07:56 UTC — 4 more headlines followed before this page went public

Newsquawk headlinesUTC

08:03

US Treasury Secretary Bessent plans to visit Japan in mid-May, Kyodo reports

07:58

Newsquawk Bond Auction Previews - 15th April 2026

07:56

ASML (ASML NA) CFO says low end of 2026 sales forecast range reflects possibility of supply chain and restriction difficulties; guidance has been raised due to strong demand for immersion DUV systems

07:51

Codelco is in talks with India’s Hindustan Copper over a joint venture for Chilean copper

07:46

China is reportedly considering curbs on solar manufacturing equipment exports to the US, Reuters reports citing sources

Open the platform and use it. The whole workspace is free to try, with no signup and no card. When you want the headlines arriving live instead of on a delay, Newsquawk Pro is £24.99 for 7 days.

Try the platform free

Free. No signup, no card.

Repeats ASML expects 20% of sales will be in China in 2026.
Increased DUV demand is coming from outside China
Other regions could partially make up for lost China sales, depending on export restrictions
Co. will be able to meet DUV demand, working with supplier Zeiss (AFX GY) to increase production
Guidance hike due to immersion DUV demand - media call
Worries include possible export restrictions and supply chain constraints

Context

The focus on diversification away from China sales is critical, as other regions may offset these risks, impacting ASML's growth trajectory in the semiconductor sector. Overall, while the guidance hike reflects robust demand, the supply chain uncertainty could influence market sentiment.

Equities · last 90 days

Recent headlines that moved markets

EQUITIES/8 Sept · 05:24 UTC

Saudi Energy Minister says a number of energy facilities and utilities were hit; are temporarily halting some operations.

Equity indices, after we published−0.3%

Modest downside seen across equity futures as energy prices tick higher.

EQUITIES/3 Sept · 04:54 UTC

North Korea stripped references to "peaceful unification" with South Korea from the charter of its ruling Workers' Party of Korea, according to Yonhap.

Equity indices, after we published−3.3%

EQUITIES/1 Sept · 16:17 UTC

Initial reports of an American attack on Iran, reports i24's Stein.

ES, after we published−0.2%

EQUITIES/26 Aug · 12:56 UTC

States and Meta (META) and agree to settle claims that platforms harmed children, according to a court filing; Meta agrees to pay a maximum of USD 16.68bln to states as part of deal

Market, after we published+2.6%

EQUITIES/8 Sept · 11:48 UTC

AstraZeneca (AZN LN) says Phase III tozorakimab data in COPD showed a 29%-34% reduction in exacerbations.

Market, after we published+1.0%

EQUITIES/7 Sept · 10:54 UTC

Saudi Aramco Jizan oil facilities were reportedly hit in new strikes, the FT reports citing sources; hit on Monday, damage is being assessed.

Equity indices, after we published−0.1%

Newsquawk Daily

Get both market opens in your inbox.

This note and the other one — the EU open and the US open, every business day, written by the desk. No account needed.

Related headlines

The whole workspace, free to try.

© 2026 Newsquawk. All rights reserved.