According to Visible Alpha data, Asmack's second-quarter sales are expected to be 8.83 billion euros. The forecast is within the range of 8.4 billion to 9 billion euros previously given by the company, and is higher than 7.69 billion euros in the same period last year. What is worth paying attention to is Asmack's performance guidelines and tight market supply issues. Driven by strong semiconductor demand, Asmack is expected to raise its full-year sales forecast for the second time in the year. UBS analysts are saying that Asmack may raise the guidelines to the higher end of the range, and may even slightly exceed that range. J.P. Morgan's Sandeep Deshpande also said that Asmack may raise the guidelines again because deep UV lithography machine shipments are strong. Furthermore, Asmack CEO Christophe Fouquet said in April that investment in AI infrastructure is causing demand for chips to exceed supply. Companies are unable to obtain enough memory and memory chips because AI demand has pushed their costs to the point where Apple has to raise the price of some products. A Micron Technology executive said last month that the tight supply situation will continue beyond 2027. Investors will keep a close eye on any comments from ASML executives on AI needs and future trends.

According to Visible Alpha data, Asmack's second-quarter sales are expected to be 8.83 billion euros. The forecast is within the range of 8.4 billion to 9 billion euros previously given by the company, and is higher than 7.69 billion euros in the same period last year. What is worth paying attention to is Asmack's performance guidelines and tight market supply issues. Driven by strong semiconductor demand, Asmack is expected to raise its full-year sales forecast for the second time in the year. UBS analysts are saying that Asmack may raise the guidelines to the higher end of the range, and may even slightly exceed that range. J.P. Morgan's Sandeep Deshpande also said that Asma may raise the guidelines again because deep UV lithography machine shipments are strong. Furthermore, Asmack CEO Christophe Fouquet said in April that investment in AI infrastructure is causing demand for chips to exceed supply. Companies are unable to obtain enough memory and memory chips because AI demand has pushed their costs to the point where Apple has to raise the price of some products. A Micron Technology executive said last month that the tight supply situation will continue beyond 2027. Investors will keep a close eye on any comments from ASML executives on AI needs and future trends.