ASML: Strong Play On The AI Boom
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The Asian Investor31.92K FollowersFollow5ShareSavePlay(9min)CommentsFollow us on Google for the latest stock newsFollow Seeking Alpha on Google for the latest stock newsSummaryASML reported impressive Q1'26 results, driven by surging demand for lithography machines amid hyperscaler-led AI chip investments.Robust order intake and a raised revenue outlook (€36–40B) reflect continued CapEx growth in the Data Center and server markets.Gross margin improved to 53%, and operating margin reached 36%, the highest in a year, underscoring operational leverage.Key risk remains tightening export controls on China, which accounted for 19% of Q1’26 revenue. KanawatTH/iStock via Getty Images Earlier this month, Taiwan Semiconductor Manufacturing (TSM) reported better-than-expected earnings on booming AI chip demand, which indicated that suppliers like ASML (ASML) were also set for robust earnings reports. The Netherlands-based semiconductor equipmentThis article was written byThe Asian Investor31.92K FollowersFollowI am interested in a lot of technology and AI stocks like Google, Nvidia, AMD, Tesla and Amazon.Analyst’s Disclosure: I/we have a beneficial long position in the shares of ASML, TSM, NVDA either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.