While Philadelphia Semiconductor Index drops for the fifth consecutive day, ASML rises on "AI belief". Customer procurement intentions extend to 2030, as the "AI computing power wave" drives demand for semiconductor equipment.

Jinshi Finance APP has learned that the Netherlands-based EUV/DUV lithography machine giant ASML (ASML.US) released its third-quarter results and future fundamental outlook on Wednesday, Beijing time. This is considered a significant boost for the global semiconductor sector and the entire AI computing power theme, both of which have recently experienced notable pullbacks. ASML's financial report and outlook are clearly positive regarding the fundamentals of semiconductor equipment and the global AI computing power industry chain. The main support comes from strong profit margins, fourth-quarter guidance, and a wave of semiconductor equipment demand driven by robust AI computing power needs extending beyond 2028.