ASML will report its 2Q25 earnings on July 16, and we summarise the key themes and our latest perspectives on the company. Key focus areas include: (1) Key drivers underpinning ASML's growth expectations for 2026; (2) The extent to which AI will continue to drive demand for leading-edge Logic/Memory chips; (3) The cadence of orders required in the coming quarters to reach sell-side consensus estimates for 2026; and (4) The trajectory of Lithography intensity following the Gate-All-Around architectural trans ...

ASML Holding N.V. (NASDAQ:ASML) Q1 2025 Earnings Conference Call April 16, 2025 9:00 AM ET Company Participants Jim Kavanagh - VP, IR Christophe Fouquet - President & CEO Roger Dassen - EVP & CFO Conference Call Participants Francois-Xavier Bouvignies - UBS Krish Sankar - TD Cowen Joe Quatrochi - Wells Fargo Didier Scemama - Bank of America Alexander Duval - Goldman Sachs Chris Caso - Wolfe Research Mehdi Hosseini - Susquehanna Tammy Qiu - Berenberg Timm Schulze-Melander - Redburn Atlantic C.J. Muse - Canto ...