The post Analysts look to ASML Q3 report for benefits of AI spending and data center surge appeared on BitcoinEthereumNews.com.

ASML, one of the world’s top suppliers of advanced chipmaking machines, is set to benefit from a wave of AI data center investments as it prepares to release its third-quarter earnings report on Wednesday. The company’s tools are vital for producing high-performance chips used by Nvidia, TSMC, and Samsung, and analysts expect rising orders to signal a new phase of growth for the Dutch manufacturer. The semiconductor firm will publish its Q3 results on Wednesday, according to ASML’s investor calendar. Its performance is seen as a key indicator of global semiconductor health, and new AI-driven megadeals between technology companies and chipmakers are giving investors fresh optimism about the demand for ASML’s lithography systems. AI data center spending pushes new chip equipment orders Big tech companies, such as Meta, Oracle, and Microsoft, are investing billions of dollars in building massive data centers to power their advanced AI computer systems. These companies are signing massive contracts with chip suppliers such as Nvidia, AMD, Intel, and Samsung, which depend heavily on ASML for their chip parts. Investors are now scrambling for ASML’s stock, and since September 2, the company’s shares have increased by about 32% (double the 15% rise of the Philadelphia Semiconductor Index in the same period). These investors expect that more chipmakers will rush to order ASML’s machines to expand their production capacity as more companies worldwide build data centers to run AI systems. Analysts from research firm Visible Alpha say ASML’s new bookings for the third quarter could reach €5.36 billion. ASML’s total bookings reached €9.48 billion in the first half of the year alone, demonstrating the continued strength of demand for its tools. Data from LSEG IBES also shows that analysts expect ASML’s net income to rise by 1.4% compared with the same period last year, reaching €2.11 billion.…

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Filed under: News - @ October 14, 2025 11:27 am