ASML Holding’s ASML sales to China accounted for 27% of first-quarter 2025 total revenues, which was way higher than the earlier expectations of low-20% levels. This increase came mainly from ...

The guidance overshadowed what had been a strong second quarter for the Nasdaq 100 member. ASML’s second-quarter profit rose 45% to €2.29 billion, as sales climbed 23% to €6.24 billion.

ASML still has a long way to go in 2025 to fulfill booking expectations for its lithography systems, after net bookings, the industry's most closely watched figure, came in at 3.9 billion euro ($4 ...

Like ASML, Lam Research is exposed to U.S. export policies, but it can ship tools for legacy nodes that China continues to ramp up.