Weekly Recap: ASML Raises 2026 Sales Outlook with Strong Q2 Results and Intel Deploys High-NA EUV Commercially

1. ASML reports strong Q2 2026 results with sales of €9.33 billion and net income of €2.92 billion, raising its 2026 sales guide to €43–45 billion Newsworthy Reliable Very positive
2. ASML plans approximately 30% capacity expansion in EUV/DUV lithography tools in 2027, boosting production capabilities Newsworthy Reliable Very positive
3. Intel has started commercial use of ASML's High-NA EUV technology for select 18A node layers in Core Ultra Series 3 processors Newsworthy Reliable Very positive
4. High-NA EUV tools at Intel’s Oregon site are dual-qualified, achieving yields comparable to existing NXE EUV systems Relevant Reliable Very positive
5. US MATCH Act legislative efforts aim to restrict ASML exports and servicing in China, potentially reducing sales by 15–20% and impacting service revenue Newsworthy Plausible Very negative
6. ASML’s shipments of High-NA EUV tools remain in low single digits globally, with restrictions on China expected to shift chip production to other regions Relevant Reliable Negative
7. ASML’s stronger forecast contributed to a boost in the European technology sector and chip-equipment stocks despite geopolitical caution Relevant Reliable Positive
8. ASML granted a one-time €20,000 bonus to employees reflecting strong demand and record sales driven by AI-related lithography tool needs Relevant Reliable Very positive

Type: standard news · Analysis confidence: 95%

Used in syntheses

• Samsung Electronics America cuts 739 jobs moving HQ to Texas • TSMC accelerates $265 billion U.S. AI-driven chip expansion • ASML nears $700 billion valuation on AI demand • Nvidia faces Google and Moonshot AI competition • Micron drops 30% despite record AI earnings • Samsung Biologics acquires PolyPeptide for $1.8 billion • SK hynix warns of memory market risks amid $739 billion capacity expansion • Nvidia expands D.C. office, readies RTX Spark for Windows on Arm
• Samsung Electronics America cuts 739 jobs relocating HQ to Texas • TSMC accelerates $265B Arizona expansion amid AI chip demand • Samsung Biologics bids $1.8B for PolyPeptide • Micron shares fall 30% despite record AI-driven revenue • ASML stock up 60% in 2026, nearing €1 trillion valuation • Intel lowers FY2026 EPS forecast while advancing AI manufacturing • UFC's Alexandre Pantoja aims for flyweight title rematch after injury • NVIDIA leases 27,600 sq ft office in Washington D.C.
• Erste Group lowers Intel FY2026 EPS forecast to $0.67 • Intel beats Q1 estimates with $0.29 EPS and 7.4% revenue growth • Begins High-NA EUV deployment for 18A Core Ultra Series 3 • Accelerates 18A mass production and 14A development • Ex-CEO cites pre-2021 leadership flaws • Intel stock volatile with 150% YTD gain and recent 13.5% drop • Analysts hold mixed price targets from $30 to $200