ASML Won’t Be an AI Bottleneck, Says Berenberg's Qiu
ASML raised its full-year sales forecast, bringing it in line with analysts' estimates and attention is already turning to what the supplier of cutting-edge chipmaking machines can expect from 2027.
Tammy Qiu, head of tech equity research at Berenberg, speaks with Caroline Hyde on “Bloomberg Tech.” (Source: Bloomberg)
- ASML lifts 2026 forecast as surging AI chip demand boosts new orders The Globe and Mail —
- Asml signals 2026 revenue of €36B-€40B while raising low-NA EUV capacity to at least 80 systems in 2027 Seeking Alpha —
- Asml narrows 2026 sales outlook to €36B-€40B while targeting at least 80 low na euv units in 2027 Seeking Alpha —
- South Korea Overtook China as ASML’s Largest Market Last Quarter Bloomberg —