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Posted by
Two Blokes Jul 17 -
Filed in
Stock
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2 views
ASML Holding N.V.'s latest results suggest the risk of flat growth in 2026 despite strong AI sector headlines. I think the bullish views may be missing important warning signs. Demand for new machines is falling while used equipment sales rise, hinting at deeper industry trouble just as inventories pile up in semiconductor companies. I expect the unfavorable used vs. new unit mix trends to persist, and this can put further pressure on management's already downgraded gross margin outlook.
