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ASML Rockets After Record €13.2bn Order Haul – AI Boom And Memory Crunch Sending Demand Sky-High

ASML Rockets After Record €13.2bn Order Haul – AI Boom And Memory Crunch Sending Demand Sky-High
  • Published January 29, 2026

ASML – the Dutch company that makes the insanely expensive machines that build the world’s most advanced chips – had a monster quarter, and the market noticed. Shares jumped roughly 7% after the firm reported a fourth-quarter bookings figure of €13.2 billion, far above expectations, and handed down upbeat sales guidance for 2026.

Bookings are the metric investors obsess over, and this one was a stunner: analysts had been looking for about €6.32 billion, yet ASML more than doubled that with a record quarter, CFO Roger Dassen said. Net sales in Q4 came in at €9.7 billion (tiny beat on consensus), and full-year 2025 sales hit €32.7 billion with net profit of €9.6 billion.