ASML's quarterly earnings announcement is scheduled for local time on the day of the month at hour in the afternoon... confirming the demand for AI memory from Samsung and SK Hynix.2 7 15 2
The Dutch lithography equipment company ASML will announce its quarterly earnings at hour in the afternoon on the day of the month in the year. The revenue guidance provided by the company is estimated at billion to billion euros, with a gross profit margin of percent to percent, and the market expects a earnings per share of dollars. The industry views this earnings report as a test for the sustainability of the AI memory boom of Samsung Electronics and SK Hynix outlook for the year.2026 7 15 14 2 84 ,90 51 52 7.98 2027
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ASML will announce its quarterly earnings at hour in the afternoon on the day of the month in the year. At this moment, it will outline whether Samsung Electronics and SK Hynix will continue to ramp up AI memory production to the year or scale back. Missing this will result in completely losing the timing to read the direction of semiconductor equipment demand.2026 7 15 2 2 2027
ASML is virtually the only supplier of lithography equipment that draws semiconductor circuits onto wafers. Samsung and SK Hynix cannot produce DRAM and HBM without this company's equipment.
The revenue guidance for the quarter previously presented by the company is in the range of billion to billion euros. Revenue maintains a structure that earns won and leaves won.2 84 90 100 51 52
The market's expected earnings per share is 7.98dollars. This figure has increased compared to the same period last year.
What investors really need to pay attention to is not the reported number itself. The key is the order backlog (the total amount of orders that have not yet been delivered) that emerges during the conference call.
- Whether the demand for memory equipment is going as expected
- Whether the order backlog for equipment has increased or decreased
- How guidance is presented for the second half of the year
These three aspects provide a direct signal of the investment pace of Samsung and Hynix. It depends more on the future outlook expressed by the management than on the numbers.
Sources: 연합인포맥스
Bullstory synthesized this report from the linked sources. AI may have assisted the writing process. Check the original reports for factual confirmation.