TSMC is mentioned as a direct customer of ASML, whose improving operating margins suggest ASML is charging more for its machines.
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ASML'S BLOWOUT EARNINGS ARE OUT
Jul 15, 2026
The creator discusses ASML's strong earnings report, highlighting better-than-expected revenue and net income, improved margins, and unprecedented visibility into future demand due to a strong backlog extending into 2027-2028. The CEO's comments suggest ASML is selling machines at higher prices, leading to expanded margins, a trend expected to continue.
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Micron is mentioned as a direct customer of ASML, whose improving operating margins suggest ASML is charging more for its machines.
SanDisk is mentioned as a direct customer of ASML, whose improving operating margins suggest ASML is charging more for its machines.
ASML's blowout earnings, strong guidance, and unprecedented visibility into future demand make it a primary buy, with expanding margins indicating higher pricing power.
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ASMLbuy opened Jul 15, 2026
-8.81%