ASML Holding(US:ASML) Zhi Tong Cai Jing·2025-07-16 06:20Group 1 - ASML's second-quarter orders reached €5.5 billion (approximately $6.4 billion), exceeding analysts' expectations of €4.8 billion [1] - CEO Christophe Fouquet remains cautious about the market outlook for 2026, highlighting the need to monitor macroeconomic fluctuations and geopolitical risks [1] - ASML's exclusive EUV lithography technology is crucial for the production of high-end AI chips, which are essential components of global AI infrastructure [1] Group 2 - ASML expects third-quarter net sales to be between €7.4 billion and €7.9 billion, with an anticipated annual revenue growth of 15% year-over-year [2] - Supply chain challenges persist, with Intel delaying European factory construction and Samsung experiencing its first profit decline in 2023 due to a drop in AI chip market share [2] - ASML's stock is trading at $800, down approximately 25% from its 2023 peak, as the company seeks to balance short-term market fluctuations with long-term technological advantages amid the AI revolution and geopolitical changes [2]