The AI investment boom has created a sharp divide between companies benefiting from long-term demand and those merely riding short-term enthusiasm. While many technology businesses continue spending hundreds of billions of dollars on AI infrastructure,

Intel Corp. has started using ASML Holding NV’s newest lithography hardware to produce processors. The Dutch chipmaking equipment maker disclosed the milestone today. The announcement coincided with the release of its quarterly earnings report,

ASML Holding N.V. beats Q2 estimates & raises 2026 guidance on strong demand and customer LTAs. Click for this ASML earnings update.

The earnings report could be significant for the entire industry.

Chip toolmaker ASML, which makes equipment that plays a central role in chip production around the world, plans to raise prices, according to four people with knowledge of the discussions. That’s likely to bring ASML into conflict with Taiwan Semiconductor Manufacturing Co.

ASML (ASML) shares rose more than 2.7% on Tuesday as the Dutch semiconductor equipment maker gets set to report second quarter results before the start of trading on July 15.

The incredible demand for advanced chips could help ASML deliver better-than-expected quarterly numbers and guidance.

ASML is reducing EUV cycle time from 22 weeks to 15-16 weeks. It is nearly fully booked for 2027 with substantial 2028 orders already in hand. Guidance raised.