Key Takeaways ASML saw China contribute 27% of Q1 2025 revenues, driven by strong DUV lithography system demand. EUV system exports to China remain restricted under U.S. and Dutch trade controls. ASML stated steady customer behavior but warned of rising uncertainty amid global trade tensions.ASML Holding’s (ASML) sales to China accounted for 27% of first-quarter 2025 total revenues, which was way higher than the earlier expectations of low-20% levels. This increase came mainly from strong demand for Deep ...

Key Takeaways Lam Research is up 25.3% YTD, outpacing the Zacks Electronics-Semiconductor industry's 5.1% gain. Lam Research's growth is fueled by AI, data center demand and next-gen chip manufacturing tools. LRCX trades at 22.7X forward P/E, well below the industry's 30.92X despite strong performance.Lam Research Corporation (LRCX) has had a strong run so far this year, rallying 25.3%. This is well ahead of the Zacks Electronics – Semiconductors industry, which has risen just 5.1% during the same period. ...