חברת ASML ההולנדית, המובילה העולמית בציוד לייצור שבבים, פרסמה השבוע את תוצאותיה לרבעון הראשון של 2025 – והציגה נתונים מעורבים שמאותתים גם על עמידות וגם על אתגרי המאקרו המתהווים.
ASML דיווחה על הכנסות של 7.74 מיליארד אירו ברבעון הראשון, מעט מתחת לתחזיות השוק שעמדו על 7.8 מיליארד. לעומת זאת, הרווח הנקי עמד על 2.36 מיליארד אירו, כשהוא עוקף את התחזיות (2.3 מיליארד) ונשען על שולי רווח מרשימים של 54% – גבוהים מהציפיות המוקדמות הודות לתמהיל מוצרים חיובי בתחום ה־EUV והגעה לאבני דרך תפעוליות.
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