ASML Orders for Cutting-Edge Machines Boom as AI Fuels Demand

WATCH: ASML reported €5.4 billion ($6.3 billion) in bookings for the third quarter, beating analyst expectations. Bloomberg Intelligence’s Masahiro Wakasugi breaks down the situation.Source: Bloomberg

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By Dasha Afanasieva and Sarah Jacob

October 15, 2025 at 5:04 AM UTC

Updated on

October 15, 2025 at 12:41 PM UTC

ASML Holding NV said demand for its most sophisticated chip-making machines is soaring thanks to the artificial intelligence boom, signaling optimism just months after the semiconductor equipment maker warned the trade war could stymie growth.

The Dutch firm posted €5.4 billion ($6.3 billion) in bookings in the third quarter, it said in a statement Wednesday. That compares to €4.9 billion expected by analysts, according to data compiled by Bloomberg.