ASML sees flood of orders of AI boom chip machines and role actions

by Andrea
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EINDHOVEN, Holland (Reuters)-ASML, the main manufacturer of machines used in chip production, announced on Wednesday that it had orders of 7.1 billion euros in the fourth quarter, in performance above the expected of the market and driven by Forte demand generated by the nascent artificial intelligence industry.

The large flow of orders can reassure ASML investors and other companies in the microprocessor sector after the panic generated this week by launching the Deepseek Chinese model, which claims to depend less on rival data processing capacity.

ASML shares rose 11%to 722 euros at the beginning of the trading session on Wednesday.

ASML sees flood of orders of AI boom chip machines and role actions

Analysts predicted orders of 3.99 billion euros, according to surveys by Visible Alpha, an increase compared to 2.63 billion of the third quarter.

“The growth of artificial intelligence is the leading boost of growth in our sector,” said ASML President Christophe Fouquet.

The launch of DeepSek has questioned whether technology giants, including Google, Microsoft, Meta and Amazon, will need to follow the plans for large AI chips investments. ASML’s largest customer, TSMC, manufactures most NVIDIA -designed microprocessors and software companies.

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ASML had a net income of 2.7 billion euros in the fourth quarter, with sales of 9.3 billion.

The numbers exceeded market expectations “from orders to the end result,” said Michael Roeg, an analyst at Degroof Petercam. He said ASML is “far from fire” so that he could really respond if DeepSeek’s advent marks a major change in market trends.

“This is for the big data center operators to respond to their conferences and for Nvidia to answer when to announce their balance,” he said.

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ASML repeated a sales forecast to 2025 from 30 billion to 35 billion euros, which is a growth compared to 28.3 billion of 2024.

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