ASML Again Raises Full‑Year Sales Forecast as AI Demand Surges — Daybreak Europe

Bullish Gator

ASML lifts full‑year sales forecast again amid AI-driven demand; Intel adopts High‑NA EUV. Markets: oil rises after US strikes on Iran; traders trim July Fed hike bets after softer US CPI.

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What stands out

ASML raised its full-year sales forecast again after a wave of artificial intelligence (AI) spending, and Bloomberg flagged that Intel has begun using ASML’s most advanced High numerical aperture (High NA) extreme ultraviolet (EUV) machine, a visible step from lab demos toward factory adoption. That matters because lithography gear is the bottleneck for next-generation nodes; if High NA scales, waiver makers and chip designers gain a genuine runway. For investors, this shifts the conversation from pure R&D to capital deployment, and Intel sits at the center of that shift.