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Chip Equipment Demand Roars Back With Historic Bookings
Strong AI-driven demand pushed ASML’s orders far above forecasts, boosting confidence in semiconductor investment cycles despite export controls and geopolitical uncertainty.
ASML reported record quarterly orders that smashed estimates,signaling surging demand for advanced chipmaking equipment.Bookings were driven by AI-related capacity expansion at leading foundries,easing fears of an industry slowdown. Management said visibility is improving as customers commit to long term investments, reinforcing ASML’s pivotal role in next generation semiconductors despite geopolitical risks and tight export controls affecting some markets worldwide manufacturing cycles, growth, confidence, ahead.