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ASML raises full-year revenue guidance, confirming industry prosperity

MarsBitNews
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Mars Finance News, lithography giant ASML has raised its full-year revenue guidance, primarily due to the ongoing demand for advanced lithography equipment related to AI chip manufacturing. Global leading foundries such as TSMC and Samsung are accelerating the adoption of high numerical aperture EUV lithography machines to meet AI accelerator demand, further enhancing the certainty of capacity expansion for advanced processes at 3nm and below. The industry believes that ASML's upward guidance is seen as a barometer of the entire semiconductor equipment supply chain's prosperity, confirming that AI capital expenditure is still in an expansion cycle. Order data from equipment leaders such as Applied Materials and Lam Research also validates the strong demand on the equipment side, with advanced process expansion moving from the planning stage to actual procurement. The extended equipment delivery cycle further confirms the tight supply-demand balance. (Cailian Press)
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