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ASML lifted its full-year sales forecast for the third time this year, projecting revenue between 44 billion euros and 45 billion euros.
The Dutch semiconductor equipment maker also revised its gross margin estimate to approximately 56%, up from a previous range of 54% to 56%.
CEO Christophe Fouquet stated that customers, including Taiwan Semiconductor Manufacturing Co.
and Samsung Electronics, are increasing their short- and medium-term equipment demand forecasts driven by AI-related investments. Some clients are placing orders as far ahead as 2029 and 2030.
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