$阿斯麥(ASML)$⚙️ ASML’s Chipmakin

$阿斯麥(ASML)$⚙️ ASML’s Chipmaking Moat Pays Off

ASML converted €9.3B in quarterly sales into €2.9B in net profit.
That is what happens when the world’s most advanced chipmakers depend on technology no rival currently supplies at scale.
The quarter showed the moat widening:
- Sales rose 21% YoY
- Net profit climbed 27%
- Gross margin reached 54%
- 2026 revenue guidance increased to €43–45B
AI demand is pushing chipmakers to expand capacity, while ASML is preparing to increase EUV and DUV output by roughly 30% in 2027.
The stock reaction was less straightforward.
Stock price jumped after the report, then surrendered part of the move before rebounding. By yesterday´s close, ASML’s U.S.-listed shares were around 1% above their July 14 close and 69% higher YTD.

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blinky
07-25
blinky
Added before earnings — 54% gross margin and raised 2026 guide just scream EUV pricing power

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By yesterday´s close, ASML’s U.S.-listed shares were around 1% above their July 14 close and 69% higher YTD.\n \n <img src=\"https://community-static.tradeup.com/news/4b3bfb235f2e7437faea2336427db9cb\" tg-width=\"800\" tg-height=\"1000\"></body></html>","htmlText":"<html><head></head><body><a href=\"https://ttm.financial/S/ASML\">$阿斯麥(ASML)$</a>⚙️ ASML’s Chipmaking Moat Pays Off\n \n \nASML converted €9.3B in quarterly sales into €2.9B in net profit.\n \nThat is what happens when the world’s most advanced chipmakers depend on technology no rival currently supplies at scale.\n \nThe quarter showed the moat widening:\n \n- Sales rose 21% YoY\n \n- Net profit climbed 27%\n \n- Gross margin reached 54%\n \n- 2026 revenue guidance increased to €43–45B\n \nAI demand is pushing chipmakers to expand capacity, while ASML is preparing to increase EUV and DUV output by roughly 30% in 2027.\n \nThe stock reaction was less straightforward.\n \nStock price jumped after the report, then surrendered part of the move before rebounding. By yesterday´s close, ASML’s U.S.-listed shares were around 1% above their July 14 close and 69% higher YTD.\n \n <img src=\"https://community-static.tradeup.com/news/4b3bfb235f2e7437faea2336427db9cb\" tg-width=\"800\" tg-height=\"1000\"></body></html>","text":"$阿斯麥(ASML)$⚙️ ASML’s Chipmaking Moat Pays Off ASML converted €9.3B in quarterly sales into €2.9B in net profit. That is what happens when the world’s most advanced chipmakers depend on technology no rival currently supplies at scale. The quarter showed the moat widening: - Sales rose 21% YoY - Net profit climbed 27% - Gross margin reached 54% - 2026 revenue guidance increased to €43–45B AI demand is pushing chipmakers to expand capacity, while ASML is preparing to increase EUV and DUV output by roughly 30% in 2027. The stock reaction was less straightforward. Stock price jumped after the report, then surrendered part of the move before rebounding. 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