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ASML's second sales guidance upgrade of 2025 hit the market Wednesday, and shares fell. The company raised its forecast again, citing customers' sustained push to expand AI chip production capacity.
Two upward revisions inside a single calendar year carry a specific message: demand visibility has been strong enough, twice, to move ASML's formal numbers.
The guidance raise and what it says ASML raised its sales forecast for the second time this year, with the stated driver unchanged from the first raise: customers expanding AI chip production capacity.
That expansion has generated enough forward visibility to push guidance higher again. Each revision sets a higher baseline. The second raise narrows the margin for error in the back half of the year.
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