ASML reported strong Q2 earnings with revenue rising 21% to €9.3B, boosting AI sector optimism despite planned price hikes for chipmaking equipment. The company raised its 2026 revenue guidance by €6B due to sustained AI-driven demand, positively impacting firms like Soitec. Conversely, shares of STMicroelectronics and BE Semiconductor Industries fell following weaker near-term performance and high growth expectations.
