ASML Orders Beat Estimates as DeepSeek Concerns Continue

ASML reported a record quarter, driven by strong AI-related bookings, particularly for their EUV machines. Despite a recent market sell-off, ASML's focus on AI has provided relief to investors. TSMC, a major buyer, has increased its CapEx guidance, further boosting ASML's outlook. However, sales to China have significantly decreased due to US export restrictions, impacting ASML's overall sales. The Dutch Prime Minister expects continued pressure from the US to limit sales to China for national security reasons.

What did the CEO of ASML say about AI's role in their bookings?

What was the net bookings amount for ASML in this quarter?

How much of the net bookings was attributed to EUV machines?

What was the percentage of ASML's sales to China this quarter compared to the previous quarter?

What impact have the export restrictions from the US had on ASML's sales to China?