ASML reports second-quarter earnings on July 15. Analysts anticipate a beat-and-raise report with rising quarterly net profit and revenue. Investors seek updates on the company's capacity to meet surging AI-driven demand.
Management must navigate proposed U.S. laws targeting China’s access to advanced chip technology. The proposed legislation specifically names ASML as a target for export restrictions. China remains a critical market, projected to represent 20% of company sales by 2026.