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Users expressed optimism about ASML raising its FY26 guidance for the second time in three months because it signals a stronger upcycle ahead along with upside to revenue forecasts.
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ASML raised FY26 guidance for the second time in three months at 2Q earnings. (1/3) 🧵
We believe the following signals a stronger upcycle ahead: order visibility extending into 2028, management turning pre-emptive on capacity expansion, like-for-like price increases on the table, DUV immersion shipments reaccelerating, and sustained growth of the upgrade business. (2/3)🧵
ASML raised FY26 guidance for the second time in three months at 2Q earnings. (1/3) 🧵
We see upside to the Street's revenue forecasts and expect ASML to raise long-term guidance. Subscribe to our WFE model to learn more! (3/3) https://semianalysis.com/wafer-fab-model/
We believe the following signals a stronger upcycle ahead: order visibility extending into 2028, management turning pre-emptive on capacity expansion, like-for-like price increases on the table, DUV immersion shipments reaccelerating, and sustained growth of the upgrade business. (2/3)🧵
@SemiAnalysis_ Your market insights have been incredibly helpful. I always enjoy your posts. You and @thejudgejordan are two accounts I trust.
@SemiAnalysis_ Great insights once again. Your perspective helps connect the bigger picture with what’s happening in the market. @TheHitterSports Thank you for the value.