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ASML Sees Order Growth but Cautious Outlook Strengthens Upside for Rival Qualcomm

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Dutch chip manufacturer ASML (AS:) received a surprising number of orders in the second quarter. At €5.5 billion, orders were around €1 billion above expectations – around half of which were for modern EUV systems, which, however, cannot be exported to China.

Nevertheless, the outlook remains subdued. Christophe Fouquet, CEO of ASML, put it this way:

“We continue to anticipate growth in 2026, but cannot confirm this at this time.”

It would be the first year without revenue growth since 2012.
 
Despite geopolitical uncertainties and US tariff policy, demand remains stable, especially from China, which continues to contribute around 30 percent to business, albeit with older technology (DUV). Revenue rose by over 20 percent to 7.7 billion euros in the quarter, with an operating margin of 53.7 percent. ASML expects sales to increase by 15 percent for the full year and announced an interim dividend of €1.60 per share.
 
Investors nevertheless reacted with disappointment to the cautious forecast and the CEO’s statement, with the share price falling by almost four percent at times.
 
In the synchronized video below this text, we analyze the ASML and Qualcomm (NASDAQ:) shares. It shows exact price targets and upcoming entry points.



 
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