Benefiting from the AI trend, ASML Q2 s net sales amount reached 7.692 billion euros, and gross profit margin was better than expected

ASML announced its second quarter financial report for 2025 today (17th), benefiting from the continuous expansion of advanced chip demand due to the popularity of artificial intelligence (AI), driving clean sales of 7.692 billion euros, better than the market expectations of 7.52 billion euros, and gross profit margin of 53.7%, exceeding the expected performance.

(Source:ASML)

The amount of the order this season is up to 5.5 billion euros, including 2.3 billion euros from EUV equipment, mainly from Tel.com, Intel and Samsung. Executive Christophe Fouquet said: "The demand for AI is an important growth force in EUV business."

In the DRAM field, the launch of the TWINSCAN NXE:3800E system has significantly enhanced the EUV introduction trend; in addition, the High-NA EUV technology with higher resolution has also been promoted according to the planning and has shipped the first TWINSCAN EXE:5200B system this season, demonstrating ASML's leading position in the new generation of microfilm equipment market.

Christophe also pointed out that China's second quarter orders still accounted for 25% of ASML's revenue.

Looking ahead, ASML said it will continue to prepare for growth in 2026, but the executive said frankly: "The current global economic and geopolitical risks are increasing, which poses challenges for future outlook." Therefore, despite the stable basic demand for AI, the company still cannot confirm its growth momentum in 2026.

The expected total sales in the third quarter will fall between 7.4 billion and 7.9 billion euros, with gross profit margin of about 50% to 52%. R&D expenditure is expected to be 1.2 billion euros and the regulatory expense is about 31 billion euros. The annual operating income is expected to increase by 15% year-on-year, and the annual gross profit margin is expected to reach 52%.

Outsiders pay attention that tomorrow (17th) Taiwan Power will conduct a legal meeting. If the capital expenditure scale is expanded, it will inevitably bring more equipment orders to ASML, which will support it in the future growth.

ASML reports €7.7 billion total net sales and €2.3 billion net income in Q2 2025