• ASML reported Q2 sales €9.33B, net profit €2.92B, 54% gross margin. Raised 2026 revenue to €43–45B, gross margin target 54–56%. Q3 sales guidance €11–12B. Near EUV capacity; +30% capacity next year.
  • ASML’s High-NA EUV is in commercial use at Intel Oregon for select 18A process layers applied to some Core Ultra 3 chips; Intel reports yields for those layers match ASML’s current EUV platform.
  • ASML plans price hikes for select lithography tools, pushing ahead despite reported resistance from TSMC. Traders: monitor potential margin, order timing and revenue impact for ASML (ASML).
  • ASML said its 2027–2028 capacity expansion includes demand linked to Terafab’s planned Texas fab; CFO Roger Dassen said ASML is discussing customer build plans and includes Terafab.