ASML Holding(US:ASML) Jing Ji Ri Bao·2025-10-15 23:43Core Insights - ASML reported better-than-expected Q3 results, with revenue of €7.5 billion and net profit of €2.1 billion, reflecting strong operational performance and optimism for Q4 growth driven by AI infrastructure [1][2] - The company anticipates a significant decline in demand from China next year, which may impact overall sales [2] Financial Performance - Q3 revenue reached €7.5 billion, with a gross margin of 51.6%, exceeding expectations [1] - Q3 order intake was €5.4 billion, with €3.6 billion attributed to extreme ultraviolet (EUV) orders [1] - Q4 revenue is projected to be between €9.2 billion and €9.8 billion, with a gross margin forecast of 51% to 53% [2] Future Outlook - ASML expects a 15% year-over-year revenue growth for the entire year, with a gross margin around 52% [1][2] - The company anticipates that total revenue next year will not be lower than that of 2025, despite the expected decline in Chinese demand [1][2] Technological Advancements - ASML has delivered its first product for advanced packaging, the TWINSCAN XT:260, which offers four times the productivity of existing solutions [2] - The integration of AI into ASML's product portfolio is expected to enhance system efficiency and improve customer yield rates [2]