On the negative side, we had as I mentioned before, we had one High NA tool that we recognized for revenue in the quarter. That still has a dilutive effect on the gross margin. But all in all, that led to strong gross margin of 53.7%. Order intake, 5,500,000,000.0 for the quarter included in there DKK 2,300,000,000.0 for EUV. Net income for the quarter came in at DKK 2,300,000,000.0. ASML (ASML) Q2 2025 Earnings Call July 16, 2025 01:00 AM ET Speaker0 Hello, and welcome to ASML's Q2 twenty twenty five video ...

Core Viewpoint - ASML reported strong financial results for Q2 2025, with total net sales of €7.7 billion and net income of €2.3 billion, indicating robust performance and positive outlook for the semiconductor industry [1][4][7]. Financial Performance - Total net sales for Q2 2025 were €7,692 million, slightly down from €7,742 million in Q1 2025 [2]. - Gross profit for Q2 2025 was €4,130 million, with a gross margin of 53.7%, compared to 54.0% in Q1 2025 [2]. - Net income for Q2 2025 was €2,290 million, down from €2,355 million in Q1 2025 [2]. - Earnings per share (EPS) for Q2 2025 was €5.90, compared to €6.00 in Q1 2025 [2]. Sales and Bookings - Installed Base Management sales increased from €2,001 million in Q1 2025 to €2,096 million in Q2 2025 [2]. - New lithography systems sold decreased from 73 units in Q1 2025 to 67 units in Q2 2025, while used systems sold increased from 4 to 9 units [2]. - Net bookings for Q2 2025 were €5,541 million, with €2,300 million attributed to EUV systems [7]. Future Outlook - ASML expects Q3 2025 total net sales to be between €7.4 billion and €7.9 billion, with a gross margin between 50% and 52% [6][7]. - The company anticipates a full-year 2025 total net sales growth of around 15% compared to 2024, with a gross margin of approximately 52% [7][8]. Shareholder Returns - An interim dividend of €1.60 per ordinary share is scheduled for payment on August 6, 2025 [9]. - In Q2 2025, ASML repurchased approximately €1.4 billion worth of shares under its ongoing share buyback program [9].

ASML reports €7.7 billion total net sales and €2.3 billion net income in Q2 2025 Agenda July 16, 2025 Page 2 Public • Investor key messages • Business summary • Outlook • Financial statements Full-year 2025 expected total net sales growth of around 15% with gross margin around 52% ASML 2025 Second-Quarter Veldhoven, the Netherlands July 16, 2025 Investor key messages July 16, 2025 Page 3 Investor key messages July 16, 2025 Page 4 Public • The semiconductor industry remains strong, driven by artificial intel ...

Core Insights - The report emphasizes the urgency of domestic production of photolithography machines in China, highlighting the significant investment opportunities within the industry chain [3] - The global photolithography machine market is projected to exceed $30 billion, with ASML holding a dominant market share of 82.1% as of 2022 [3] - The construction of domestic wafer fabs is expected to surge, with monthly production capacity anticipated to grow from 2.17 million wafers in 2023 to over 4.14 million by the end of 2026 [3] Market Trends - The semiconductor manufacturing process includes several critical steps, with photolithography being the most complex and costly [3] - The report outlines the advancements in photolithography resolution through shorter wavelengths and increased numerical apertures, with EUV technology achieving resolutions down to 8nm [3] - The demand for domestic photolithography machines is expected to rise due to the rapid development of AI and the ongoing U.S. export controls on semiconductor equipment to China [3] Investment Recommendations - The report suggests focusing on companies such as Maolai Optical, Fuguang Co., Huicheng Vacuum, Inno Laser, Sudavige, Chip Micro, and Zhongqi New Materials for potential investment opportunities [3]

Group 1 - ASM International N.V. has conducted share repurchases totaling 1,272 shares at an average price of €508.50, amounting to a total repurchased value of €646,807 [1] - The share buyback program, initiated on April 30, 2025, has a total budget of €150 million, with 40.4% of the program completed to date [2] - ASM International specializes in designing and manufacturing equipment and process solutions for semiconductor device production, with operations in the United States, Europe, and Asia [2]

截至本公告日，公司不存在影响本次业绩预告内容准确性的重大不确定因素。 五、其他说明事项 以上预告数据仅为初步核算数据，具体准确的财务数据以公司正式披露的 2025 年半年报为准，敬请广大投资者注意投资风险。 证券代码：603061 证券简称：金海通 公告编号：2025-037 天津金海通半导体设备股份有限公司 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或 者重大遗漏，并对其内容的真实性、准确性和完整性依法承担法律责任。 润 7,000 万元到 8,400 万元，与上年同期相比，将增加 3,032.32 万元到 4,432.32 万元， 同比增加 76.43%到 111.71%。 续进行技术研发和产品迭代，三温测试分选机及大平台超多工位测试分选机（针对 于效率要求更高的大规模、复杂测试）需求持续增长，公司测试分选机产品销量实 现较大提升，公司 2025 年半年度业绩实现较好的增长。 四、风险提示 特此公告。 天津金海通半导体设备股份有限公司 董事会 重要内容提示： ? 本期业绩预告适用于"实现盈利，且净利润与上年同期相比上升 50%以上" 的情形。 ? 天津金海通半导体设备股份有限公司（ ...

7月10日，成都中嘉微视科技有限公司（下文简称中嘉微视）宣布完成近亿元A轮融资，本轮融资 由国泰君安创新投、国金鼎兴、天通股份等机构共同投资。 中嘉微视表示，本轮融资将主要用于以下三方面： 资料显示， 中嘉微视 专注于TFT-LCD、OLED、半导体行业的光学检测机(AOI)、激光切割机 (Laser cutting)等设备研发、生产、销售。目前，公司已获得京东方、TCL、惠科、天马、维信 诺、和辉光电六家面板厂的OLED前道批量订单，累计销售额超5亿元。 巩固显示前道检测优势 ： 加速产能扩张，满足国内主要面板厂商在OLED等高端面板前道 全工艺段对国产检测设备日益增长的需求。 拓展半导体前道检测布局 ： 加速晶圆量 / 检测设备的研发迭代、客户认证与量产交付进 程。 持续突破底层技术边界 ： 持续投入高精度标定、纳米级3D测量、高速高精度成像、智能缺 陷分析、AI算法模型等核心环节的自主研发，巩固自研壁垒。 ▶ 关于集邦 上下滑动查看 值的一提的是，2025年6月，中嘉微视半导体量 / 检测基地于深圳宝安区新桥东先进制造产业园 正式投产。该基地占地 3960平方米，定位为半导体及显示领域高端光学检测设备（ ...

Group 1: Stock Splits Overview - Stock splits are becoming less common due to the availability of fractional shares, but they still serve purposes such as employee compensation [1] - Stock splits can generate excitement among investors and may lead to stock price surges, making it a strategic time to acquire stocks that are potential candidates for splits [1] Group 2: Microsoft - Microsoft, currently trading around $500, may be compelled to split its stock to maintain its position in the Dow Jones Industrial Average, as it is the second most expensive stock in the index [3][4] Group 3: Goldman Sachs - Goldman Sachs, the most expensive stock in the Dow at over $700, may also consider a stock split next year to remain a manageable component of the index [5] Group 4: Meta Platforms - Meta Platforms, trading at approximately $725, could be a candidate for a stock split as the Dow transitions to include more AI-focused companies [6] Group 5: Berkshire Hathaway - Berkshire Hathaway's Class A shares are unlikely to split due to their high price of over $700,000, but the more affordable Class B shares at $477 could be considered for a split next year [7][8] Group 6: Costco - Costco, which has seen its stock price exceed $1,000, may announce a stock split in 2026 as it becomes a candidate for such action [9] Group 7: Netflix - Netflix, with shares trading around $1,250, may also consider a stock split in 2026 to manage employee compensation costs associated with stock options [10] Group 8: ASML - ASML, currently trading at approximately $800, may consider a stock split in anticipation of strong growth in the semiconductor sector [11] Group 9: ServiceNow - ServiceNow, trading around $1,000, is benefiting from AI integration and could be a potential candidate for a stock split as its stock continues to rise [12] Group 10: Fair Isaac Corporation - Fair Isaac Corporation, known for credit scoring, has seen its stock rise to over $1,600 and may announce a split next year despite a recent decline from its 52-week high of $2,400 [13] Group 11: MercadoLibre - MercadoLibre, a leading e-commerce and fintech company in Latin America, has a stock price of $2,400 and could be ripe for a stock split in 2026 [14] Group 12: Investment Considerations - Even if some companies do not proceed with stock splits, they may still represent strong investment opportunities, with compelling cases beyond the potential for a split [15]

Core Viewpoint - U.S. investors may be overlooking better investment opportunities in international stocks due to the fear of missing out on U.S. market gains, particularly as the S&P 500 reaches record highs [1][2] Group 1: International Exposure - Increasing international exposure is suggested as a safer and smarter alternative to investing more in the U.S. economy, as foreign stocks are currently trading at cheaper valuations and performing better [2][10] - The iShares Core MSCI EAFE ETF (IEFA) is highlighted as a suitable vehicle for gaining international exposure [4] Group 2: Historical Performance - Historical data shows that foreign stocks outperformed the S&P 500 between 2002 and 2009, primarily due to a weaker U.S. dollar [5][6] - Analysts predict a potential reversal of the recent U.S. stock performance dominance, leading to a recovery in non-U.S. stocks [8][9] Group 3: Valuation Comparison - The S&P 500 is currently priced at 24.5 times trailing earnings and 23.6 times forward-looking earnings, which is high compared to the MSCI EAFE's 10-year average P/E of 14.2 and trailing-12-month P/E of 16.7 [12][14] - Analysts emphasize that international stocks are closer to their historical averages, suggesting greater price appreciation potential compared to overvalued U.S. stocks [14] Group 4: Diversification Strategy - Adding international exposure is recommended to shield portfolios from economic and political uncertainties in the U.S. [16] - The iShares Core MSCI EAFE ETF includes quality foreign companies such as SAP, ASML, Nestlé, and Novartis, providing a diversified investment option [17]

Group 1 - The article discusses the benefits of subscribing to Beyond the Wall Investing, highlighting potential savings on equity research reports from banks [1] - Previous articles on ASML Holding N.V. were rated as Buy, anticipating a reversal in stock correction due to expected strong revenue growth and EPS [1] - The investing group offers features such as a fundamentals-based portfolio, weekly analysis from institutional investors, and alerts for short-term trade ideas based on technical signals [1] Group 2 - The article emphasizes that past performance is not indicative of future results and does not provide specific investment recommendations [2] - It clarifies that Seeking Alpha's analysts are third-party authors, which may include both professional and individual investors without necessary licenses or certifications [2]