ASML Holdings ASML will publish its Q3 results on Wednesday, Oct. 16. Here’s what to watch:1. On orders, the threshold that ASML has to meet to reach the mid-point of their 2025 guidance is not too high. Last quarter orders came at €5.6 billion, so as far as they remain in the €4 billion for this quarter and next the mid-point should be achievable. For 2025 we sit at €36.7 billion in revenue now, compared to guidance of €30-40 billion.
2. On China, a normalization of orders and revenue is expected, but still difficult to tell when exactly it will come.
3. Investors and analysts will also try to get more answers on how Intel’s INTC problems can affect ASML. Intel is likely AMSL’s third biggest client, and they recently postponed the opening of a fab in Germany, which is EUV-intensive. Long-term I am not very concerned, as if Intel were to have more problems and postpone or cancel fabs, someone else would grab that opportunity eventually.
4. Overall, the long term picture…
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