ASML will announce its Q3 financial report, and the market will focus on order momentum, High-NA EUV and Chinese shipments

ASML, the leader in semiconductor equipment, will announce its third quarter 2025 financial report on October 15, which is attracting great attention from the market.

What the market is most concerned about is whether ASML can continue last quarter’s recovery in order receipts, High-NA EUV orders, and whether China’s shipment momentum can still remain stable amid rising export controls. Analysts pointed out that these three indicators will determine the market's evaluation of ASML's revenue growth and production capacity planning next year.

According to analyst forecasts surveyed by Visible Alpha, ASML’s new orders in the third quarter are expected to reach 5.36 billion euros (about 6.21 billion U.S. dollars), and the cumulative new orders in the first half of the year are 9.48 billion euros. The company's third-quarter net profit is expected to rise 1.4% annually to 2.11 billion euros, according to LSEG IBES data.

The legal person believes that the continued expansion of AI chip demand, the acceleration of data center construction, and the recent procurement and cooperation projects announced by many technology companies may boost the medium-term demand for ASML advanced process equipment. However, it remains to be seen whether major fabs including Intel, TSMC and Samsung will expand procurement to increase production.

If ASML releases an optimistic signal, it will not only help strengthen market confidence in AI process investment, but may also drive Taiwan's relevant supply chain to start expanding production. The market expects that manufacturers related to equipment materials and components, such as Jiadeng and Fanxuan, are expected to be potential beneficiaries.

Chipmaking supplier ASML set to ride AI megadeals wave