From Startup Fortune · · 1m 10s
ASML Posts Record Quarter as Washington Keeps China Chip Deadline
ASML's record earnings and China chip deadline extension highlight tech tensions.
In brief
ASML's record earnings and China chip deadline extension highlight tech tensions. ASML reported €11.7 billion in Q3 sales and raised its 2026 revenue forecast to €44 billion as Washington extended its China chip trade truce until January 2027. Originally reported by Startup Fortune.
ASML Q3 Results
ASML reported third-quarter net sales of €11.7 billion on October 14.
Record Revenue Forecast
Raised full-year 2026 revenue forecast to €44 billion from €43 billion.
Earnings Surge
Net income jumped to roughly €5 billion from €2.13 billion a year earlier.
Market Reaction
Shares pushed to fresh records with market value above $500 billion.
China Chip Market
China accounted for 33% of ASML's revenue in 2025, dropping to 14% by Q2 2026.
Trade Truce Extension
US extended China chip trade truce until January 10, 2027, two months after Busan deal.
Congressional Threat
MATCH Act could force Netherlands to match US export controls on chip tools.
SMIC Revenue
SMIC posted $9.3 billion revenue despite thin 7nm chip yields.
The key point
ASML reported €11.7 billion in Q3 sales and raised its 2026 revenue forecast to €44 billion as Washington extended its China chip trade truce until January 2027.
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