Description
ASML Holding’s 75% Memory Surge — Is The AI Chip Equipment Boom Just Beginning?
ASML Holding N.V. reported record third-quarter 2026 net sales of EUR 11.7 billion, at the high end of guidance, reflecting strong demand and capacity expansion. System sales reached EUR 8.4 billion, comprising EUR 4.1 billion in Extreme Ultraviolet (EUV) systems, including one High Numerical Aperture (High NA) system, and EUR 4.3 billion in non-EUV systems. Logic contributed 54% and Memory 46% of system sales. Installed Base Management (IBM) revenue exceeded guidance at EUR 3.3 billion, supported by EUV and Deep Ultraviolet (DUV) productivity upgrades. Gross margin surpassed expectations at 57.5%, aided by high-margin IBM components.
Our Report Structure:
⦁ Company Overview
⦁ Investment Thesis
⦁ Key Drivers
⦁ Historical Quarterly Statement Analysis – Income Statement & Cash Flows
⦁ Historical Quarterly Balance Sheet Analysis
⦁ Historical Annual Financial Statement Analysis
⦁ Analysis Of Key Financial Ratios
⦁ Financial Forecasts For 3 Years
⦁ Forecasting The Capital Structure & Net Debt
⦁ Discounted Cash Flow Valuation
⦁ Trading Multiples
⦁ Key Risks
⦁ Disclosures
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