All entries on ASML Holding N.V across all areas, newest first. tag:eurotrack.ai,2026:en:en/companies/asml 2026-01-28T06:00:00Z Eurotrack tag:eurotrack.ai,2026:93d7442a:en 2026-01-28T06:00:00Z

ASML is recording strong growth driven by AI chip demand. Q4 2025: order intake significantly exceeded expectations (€13.2 bn vs. expectation €6.32 bn vs. previous quarter €5.4 bn). 2026 revenue forecast raised to €34–39 bn (analyst expectation: €35 bn; 2025: €32.7 bn). Background: cloud computing giants (Microsoft, Amazon, Alphabet) and semiconductor manufacturers (TSMC, Samsung) are massively increasing investments in capacity for AI chips due to supply bottlenecks for memory and AI accelerator chips. CEO Christophe Fouquet: 'Customers share a significantly more positive market assessment for the medium term, especially due to more robust AI demand assumptions.' Long-term forecast to 2030 unchanged: €44–60 bn revenue, gross margin 56–60%. Despite growth optimism: in parallel, a cut of 1,700 positions (3.8%) announced. — Source: https://de.marketscreener.com/boerse-nachrichten/asml-uebertrifft-im-vierten-quartal-die-buchungserwartungen-da-chiphersteller-mehr-bestellen-um-die-ce7e5bd9d88bf620

tag:eurotrack.ai,2026:50441c4f:en 2026-01-28T06:00:00Z

ASML has announced the cutting of 1,700 jobs (3.8% of its total workforce) – the largest job cut in absolute numbers in the company's history. The cuts will take place primarily in the Netherlands and the USA, predominantly at management level. Reason: after a prolonged expansion phase in the 2010s and 2020s, the structure is being optimised. Paradoxically, at the same time ASML reported surprisingly strong Q4 bookings (€13.2 bn vs. an expected €6.32 bn) and raised its 2026 outlook (€34-39 bn in revenue instead of the analyst expectation of €35 bn) on the back of robust AI-chip demand (EUV for logic and DRAM). Long-term forecast to 2030: €44-60 bn in revenue, gross margin 56-60%. — Source: https://de.marketscreener.com/boerse-nachrichten/asml-uebertrifft-im-vierten-quartal-die-buchungserwartungen-da-chiphersteller-mehr-bestellen-um-die-ce7e5bd9d88bf620