ASML raises full-year revenue guidance, confirming industry growth

```htmlGolden Ten Data July 2nd｜Lithography machine giant ASML has announced an increase in its full-year revenue guidance, mainly due to the continued growth in demand for advanced lithography equipment for AI chip manufacturing. Global leading wafer foundries such as TSMC and Samsung are accelerating the implementation of high numerical aperture EUV lithography machines to meet the demand for AI accelerators, and the certainty of capacity expansions for advanced processes at 3nm and below has further strengthened. The industry believes that ASML's upward guidance is seen as a barometer for the prosperity of the entire semiconductor equipment supply chain, confirming that AI capital expenditure remains in an expansion cycle. Order data from equipment leaders like Applied Materials and Lam Research also validates the strong demand on the equipment side, with capacity expansions for advanced processes moving from planning to actual procurement. The extension of equipment delivery cycles further confirms the tight supply-demand balance.```