星球日报|7月 23, 2026 14:05
[SemiAnalysis Expects ASML to Raise Long-Term Guidance]
Odaily Planet Daily reports that SemiAnalysis posted on the X platform, stating that it believes Wall Street's revenue expectations for ASML have upward potential and anticipates that ASML will raise its long-term guidance. SemiAnalysis noted that ASML raised its FY2026 performance guidance for the second time within three months during its Q2 earnings report, signaling a further strengthening of a new upward cycle in the semiconductor equipment industry. Positive signals include extended order visibility through 2028, proactive capacity expansion by management, plans to increase prices for similar products, accelerated shipments of DUV immersion lithography machines, and sustained growth in upgraded service businesses. Based on these factors, the firm believes there is still upward potential in the market's current revenue expectations for ASML and predicts the company will further raise its long-term performance guidance in the future.
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