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U.S.-China AI feud sees ASML walk tightrope between sales and geopolitics

ASML is set to make around a fifth of its 2026 revenue from China, but geopolitical headwinds present a delicate situation.

Raccontata daeconomictimes.indiatimes.comcryptobriefing.comfrance24.comnos.nlkoreatimes.co.krrappler.combenzinga.comcnbc.com

Confronto fonti

6 prospettive sulla stessa storia
AI · summaries
cnbc.comStai leggendo4 g fa

U.S.-China AI feud sees ASML walk tightrope between sales and geopolitics

ASML is set to make around a fifth of its 2026 revenue from China, but geopolitical headwinds present a delicate situation.

originale
benzinga.com6 g fa

ASML's China Business Defies Chip War Fears - ASML Holding (NASDAQ:ASML)

ASML still gets one-fifth of its revenue from China despite U.S. export controls, showing the chip war hasn't slowed demand.

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economictimes.indiatimes.com7 g fa

Chip toolmaker ASML expected to shine light on capacity and China challenges - The Economic Times

The Netherlands-based business is Europe's most ​valuable listed company with a market capitalisation of €610 billion ($696 billion) after the AI boom helped to lift its share price by nearly 70% this year as memory…

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koreatimes.co.kr6 g fa

AI demand powers forecast hike, profit gains at tech giant ASML - The Korea Times

THE HAGUE — Strong demand for AI systems pushed up sales forecasts and drove a gain in second-quarter profits Wednesday at Dutch tech giant ASML, w...

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rappler.com6 g fa

ASML raises 2026 forecast, expands capacity on AI chip demand

ASML is the world's only maker of extreme ultraviolet lithography tools, which are essential for making cutting-edge chips

Leggi questa versione → originale
france24.com7 g fa

AI demand powers forecast hike, profit gains at tech giant ASML

Strong demand for AI systems pushed up sales forecasts and drove a gain in second-quarter profits Wednesday at Dutch tech giant ASML, which manufactures chip-making machines to power the tech industry.

Leggi questa versione → originale

Timeline cronologica

  1. martedì 14 luglio 2026·economictimes.indiatimes.com

    Chip toolmaker ASML expected to shine light on capacity and China challenges - The Economic Times

    The Netherlands-based business is Europe's most ​valuable listed company with a market capitalisation of €610 billion ($696 billion) after the AI boom helped to lift its share…

  2. mercoledì 15 luglio 2026·cryptobriefing.com

    ASML raises full-year sales outlook as AI chip demand accelerates

    ASML raised its 2026 sales guidance to €36B-€40B as AI chip demand surges, with implications for semiconductor stocks and crypto mining hardware.

  3. mercoledì 15 luglio 2026·cryptobriefing.com

    ASML tops Q2 estimates on strong AI chip demand

    ASML beat Q2 2026 earnings estimates with 17.8% revenue growth driven by surging AI chip demand, with implications for crypto mining and decentralized

  4. mercoledì 15 luglio 2026·france24.com

    AI demand powers forecast hike, profit gains at tech giant ASML

    Strong demand for AI systems pushed up sales forecasts and drove a gain in second-quarter profits Wednesday at Dutch tech giant ASML, which manufactures chip-making machines to…

  5. mercoledì 15 luglio 2026·nos.nl

    ASML overtreft verwachtingen, maar nieuwe Amerikaanse wet hangt dreigend boven de markt

    De chipmachinemaker uit Veldhoven haalde het afgelopen kwartaal een omzet van 9,3 miljard euro.

  6. mercoledì 15 luglio 2026·koreatimes.co.kr

    AI demand powers forecast hike, profit gains at tech giant ASML - The Korea Times

    THE HAGUE — Strong demand for AI systems pushed up sales forecasts and drove a gain in second-quarter profits Wednesday at Dutch tech giant ASML, w...

  7. mercoledì 15 luglio 2026·economictimes.indiatimes.com

    Global Market: ASML raises 2026 outlook as AI boom drives strong earnings, plans capacity expansion

    ASML raised its 2026 revenue guidance to €43-45 billion, up from €36-40 billion, after beating Q2 estimates on surging AI chipmaking demand, sending shares up 5.7% as the company…

  8. mercoledì 15 luglio 2026·rappler.com

    ASML raises 2026 forecast, expands capacity on AI chip demand

    ASML is the world's only maker of extreme ultraviolet lithography tools, which are essential for making cutting-edge chips

  9. mercoledì 15 luglio 2026·cryptobriefing.com

    ASML expands production capacity after strong quarterly results, cites AI and crypto demand

    ASML posted €9.326 billion in Q2 2026 sales, raised full-year guidance to €43-45 billion, and plans 30% EUV production increases driven by AI and crypto

  10. mercoledì 15 luglio 2026·cryptobriefing.com

    ASML supports ongoing surge in AI capital expenditures

    ASML beat Q2 estimates with €9.33B in revenue and raised its 2026 guidance to €43-45B, signaling sustained AI-driven semiconductor investment.

  11. mercoledì 15 luglio 2026·benzinga.com

    ASML's China Business Defies Chip War Fears - ASML Holding (NASDAQ:ASML)

    ASML still gets one-fifth of its revenue from China despite U.S. export controls, showing the chip war hasn't slowed demand.

  12. mercoledì 15 luglio 2026·cryptobriefing.com

    ASML Holding reports strong demand for AI chip production as Q2 earnings crush estimates

    ASML Holding posted €9.3B in Q2 2026 sales, raised full-year guidance to €43-45B, signaling surging AI chip demand with implications for crypto mining and

  13. venerdì 17 luglio 2026·cnbc.com

    U.S.-China AI feud sees ASML walk tightrope between sales and geopolitics

    ASML is set to make around a fifth of its 2026 revenue from China, but geopolitical headwinds present a delicate situation.