[ASML Raises Full-Year Revenue Guidance, Confirms Industry Prosperity] Golden Finance reported on July 2 that lithography machine giant ASML announced an upward revision of its full-year revenue guidance, primarily driven by the sustained growth in demand for advanced lithography equipment related to AI chip manufacturing. Leading global foundries such as TSMC and Samsung are accelerating the adoption of high numerical aperture EUV lithography machines to meet the demand for AI accelerators, further strengthening the certainty of capacity expansion for advanced processes at 3nm and below. Industry insiders believe that ASML's guidance revision is regarded as a barometer for the prosperity of the entire semiconductor equipment supply chain, confirming that AI capital expenditures remain in an expansion cycle. Order data from equipment leaders such as Applied Materials and Lam Research similarly validate the robust demand on the equipment side, as capacity expansion for advanced processes transitions from the planning stage to actual procurement. The extended delivery cycles for equipment further underscore the tight supply-demand balance in the market.