ASML Stock Soars on Record Q4 Orders Driven by AI Chip Demand
ASML Holding NV reported a record-breaking fourth quarter, with orders surging to €13.2 billion—nearly double analyst estimates of €6.85 billion. The Dutch chipmaker's extreme ultraviolet (EUV) machines accounted for more than half of bookings, totaling €7.4 billion, as semiconductor giants like TSMC and Intel ramp up production for AI accelerators.
The company raised its 2026 revenue guidance to €34-39 billion, signaling at least 20% growth. While China contributed 36% of Q4 sales, ASML expects this to normalize to 20% amid geopolitical recalibrations. Operational streamlining includes 1,700 job cuts and a €12 billion share buyback program through 2028.