Overview
- ASML reported €8.8 billion in first-quarter net sales with €2.8 billion in net income and raised its 2026 revenue target to €36–€40 billion.
- The company increased shareholder returns with a 17% dividend hike and a new €12 billion share buyback running through 2028.
- ASML said it shipped 2 High-NA EUV systems in the quarter and plans about 60 Low-NA EUV systems this year, noting EUV tools print the tiniest features on cutting-edge chips.
- ASM International guided second-quarter revenue to about €980 million, above analyst estimates, and said it will stop publishing bookings because the figures swing too much.
- Executives pointed to strong AI-led demand and flagged open risks, with ASML expecting roughly 20% of sales from China and ASM seeing 1.4nm pilot-line spending starting in the second half of the year.