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
- 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
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. 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.
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