According to Jinshi Data on October 16th, for analysts, ASML’s adjusted guidance is an unexpected negative news. Citigroup said in a report: ‘As recently as early September, management reiterated that the low end of the 2025 net sales forecast range is still ‘conservative’. We are looking for more details on recent changes in demand, which are affecting ASML’s drop2025 expectations and what this means for customer2026 plans.’ Michael Rogge, an analyst at Degroof Petercam Bank, said he expects ASML’s warning to drag down the entire industry, but he pointed out that the company’s sales are expected to rise from 2024 to 2025. ‘Although the chip terminal market is sluggish, (equipment demand) has not declined.’ he said.
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