Key Points
- ASML and AMD are crucial to the AI ecosystem but face broader economic challenges.
- ASML reported significant revenue growth in H1 2025 but predicts a slowdown due to tariffs.
- AMD achieved record Q2 revenue but incurred an $800 million write-off due to restrictions on sales to China.
ASML Holding (NASDAQ: ASML) projects 2025 sales growth of 15% over 2024, despite upper forecasts for Q3 revenue estimated between $8.6 billion and $9.2 billion. In H1 2025, ASML gained $18 billion in revenue, up from $13.4 billion the previous year, with net income rising from $3.3 billion to $5.4 billion.
Advanced Micro Devices (NASDAQ: AMD) reported record Q2 revenue of $7.7 billion, a 32% year-on-year increase, despite incurring an operational loss of $134 million. The company attributed this to $800 million in inventory write-offs following U.S. restrictions on sales to China. Net income for Q2 was $872 million, up 229% year-on-year.
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