[EARNINGS PREVIEW] ASML (ASML NA) Q2 earnings expected to be strong amidst the memory upcycle, with guidance seen to be lifted.
Newsquawk ·
ASML (ASML NA) is expected to report its Q2’2026 earnings on 15 July 2026 @ 06:00 BST. Overview: Earnings come amidst a turbulent environment for the global tech sector. The iShares Semiconductor ETF (SOXX) is down c. 12% over the past month, whilst the KOSPI (-20%) and DRAM ETF (-11%) have also extended lower. Uncertainty which comes among overvaluation woes, and the sustainability of continued AI spending. For the Dutch company itself, shares are lower by c. 5% in the past month; but c. +40% on a 6-month basis. Headline metrics aside, focus will be on guidance (expected to be lifted), and commentary pertaining to whether recent AI momentum has been/will continue in the coming years. As a reminder, CEO Fouquet stated in recent months that demand for chips is so strong that supply will be constrained for some time. This is nothing new, with the likes of Nvidia’s Huang (demand is "through the roof"), SK Hynix’s CEO (global memory is heading towards its "worst-ever supply shortage in 202
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