U.S. Lawmakers Push China DUV Export Ban, Threatening 20% of ASML's Raised 2026 Revenue
U.S. lawmakers are advancing legislation to ban the export of deep ultraviolet lithography machines to China, adding a regulatory threat to ASML's guidance. The Dutch equipment maker recently raised its full-year 2026 sales forecast to between €43 billion and €45 billion for the second time this year, driven by sustained AI chip production demand.
Under existing rules that already restrict the most advanced EUV systems, China remains ASML's third-largest market, trailing South Korea and Taiwan. The company expects sales to the region to account for roughly 20% of its 2026 total revenue, with H1 sales reaching €2.9 billion. The proposed legislation would extend U.S. export controls to the less advanced DUV systems that currently power the majority of China's semiconductor fabrication lines.
From the sources (25 posts)
@jukan05ASML CEO: We plan to increase our Low-NA EUV production capacity by 30% in 2027, from approximately 65 systems in 2026. We are also evaluating another 30% capacity expansion in 2028. For DUV immersion systems, we plan to expand production
@firstadopterASML: "Ongoing AI-related investments and continued progress in AI technologies are driving demand for advanced Logic and Memory chips, further strengthening the semiconductor industry's growth outlook. Our customers, in turn, continue to a
@tengyanaiASML reported. and the print is enormous. We expected Q2 revenue of €8.9B. ASML reported €9.3B, though it remained within our €8.4B - €9.5B range. Our reconstruction of ASML’s 2026 EUV output: we published ~69 systems before earnings. To
@reutersASML tops Q2 estimates on AI chip demand
@ftASML raises forecasts as AI boom drives chipmaking demand
@thetranscript_ASML CEO: "Our second-quarter total net sales were €9.3 billion and gross margin came in at 54.0%, both above guidance, driven primarily by higher than expected Installed Base Management sales" $ASML
@thetranscript_$ASML CEO: "Our customers...continue to accelerate their capacity expansion plans. This is translating into customer commitments across our product portfolio, providing ASML with increased visibility into longer-term demand. Our order intak
@techmemeASML reports Q2 net sales of €9.3B, above €8.8B est., a €2.9B net profit, above €2.6B est., and raises its 2026 net sales forecast from €36B-€40B to €43B-€45B (@april__roach / CNBC) (Visit Techmeme dot com for the link and full context!)
@cnbcASML on Wednesday raised its guidance for the second time this year and reported stronger-than-expected quarterly results as its customers continue to ramp up production of AI chips. The Dutch semiconductor-equipment maker said it now expe
@firstsquawkASML CFO: UPDATED FINANCIAL GUIDANCE INCLUDES MUSK TERAFAB DEMAND-MEDIA CALL
@zerohedgeFutures Rise After Blowout ASML Earnings Boost Tech Sentiment
@stocksavvyshay$ASML says it is already close to securing all the EUV orders needed for 2027 as memory lithography revenue surges 75% this year. The company is expanding Low-NA EUV capacity by 30% in 2027 to ~85 systems and is evaluating another 30% incr
@reutersbizASML, the world's biggest supplier of computer chip manufacturing equipment, raised its 2026 financial forecasts and said it will expand capacity after AI demand drove better-than-expected second-quarter earnings ht
@reutersFrom Breakingviews - Breakingviews - ASML helps keep the AI capex snowball rolling
@thetranscript_RT @ASMLcompany: BREAKING: $ASML reports €9.3 billion total net sales, gross margin of 54.0%, and €2.9 billion net income in Q2 2026. https…
@thetranscript_$ASML CEO: "Our order intake remained extremely strong in the first half of the year...We expect third-quarter 2026 total net sales between €11.0 billion and €12.0 billion, with a gross margin between 55% and 57%."
@zerohedgeASML Rises On Upgraded Outlook As Capacity Expansion Signals Robust Chip Demand
@tengyanai2/ It was surprising to me was that the unit surge was DUV, not EUV. EUV units were flat: - 16 in Q1, 16 in Q2. EUV's share of system sales actually fell, 66% to 57%. The whole volume jump was DUV. …because the EUV ramp is loaded into H2
@tengyanai1/ ASML just beat and raised guidance. That's the headline everyone will run. But the number that actually matters was sitting in the deck (not the press release): Taiwan went from 23% to 30% of ASML's machine sales in a single quarter. (
@stocksavvyshay$ASML CRUSHED THEIR Q2 EARNINGS • Revenue $10.9B vs Est. $10.4B • EPS $8.88 vs Est. $8.07 • Net Income $3.4B vs. Est. $3.1B • Gross margins 54% vs. Est. 52% Q3 Guidance • Revenue $13.4B vs Est. $12.1B • Gross margins 56% vs. Est. 53% FY
@alphasenseinc$ASML Earnings: - Q2 total net sales of €9.3 billion, gross margin of 54.0%, net income of €2.9 billion - ASML expects Q3 2026 total net sales between €11.0 billion and €12.0 billion, and a gross margin between 55% and 57% - ASML now expec
@reutersASML, the world's biggest supplier of computer chip manufacturing equipment, raised its 2026 financial forecasts and said it will expand capacity after AI demand drove better-than-expected second-quarter earnings ht
@ftr_investors$ASML ASML said its 2027–2028 capacity plans already include demand from Elon Musk's planned Terafab chip factory in Texas. The company also revealed that 2027 EUV capacity is nearly fully booked, with a significant portion of 2028 orders a
@stockmktnewz$ASML REPORTED EARNINGS THIS MORNING EPS of $8.65 beating expectations of $7.96 Revenue of $10.6B beating expectations of $10.2B - ASML raised its revenue this full year to come in between $49.1B-$51.4B above expectations of ~$43.5B - AS
@businessASML shares rise as Europe's most valuable company raises its annual sales forecast for the second time this year because of surging AI spend driving demand for its chip-making machines. @TomMackenzieTV and Dasha Afanasieva report https:/