ASML: The Cyclical Downturn Is Just Beginning
2026-02-07 10:30:00 ET
ASML Holding ( ASML ) has recently reported one of the strongest annual results in its history, supported by record net bookings, solid profitability, and renewed confidence among logic and memory customers. The company ended 2025 with an improved outlook for 2026, driven largely by renewed expectations for memory CapEx and initial momentum in the adoption of High-NA EUV. At first glance, the latest results confirm that ASML remains a major beneficiary of the AI ??infrastructure buildout....
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ASML: The Cyclical Downturn Is Just BeginningNASDAQ: ASML
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