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76/100 Bullish 15.04.2026 · 15:11 Finrend AI ⏱ 1 dk 👁 10 TR

ASML Raises 2026 Sales Forecast Due to AI Chip Demand

Dutch semiconductor equipment manufacturer ASML has revised its long-term financial forecasts for 2026, citing increased demand for artificial intelligence chips. The company raised its 2026 revenue expectation from the previous range of 30-40 billion euros to a new range of 31-41 billion euros. The company maintained its revenue forecast for 2025, which remains in the 30-40 billion euro range. Management stated that current market conditions and technology transitions support these targets. ASML holds the position of the sole supplier of the most advanced lithography systems in the semiconductor industry. Growing investments in artificial intelligence and high-performance computing applications are boosting demand for the company's state-of-the-art EUV (Extreme Ultraviolet) machines. The company also confirmed its revenue target of 44-60 billion euros for 2030. This long-term outlook is based on expectations that the semiconductor sector will continue to grow and that technological advancements will strengthen ASML's market position. This improvement in financial forecasts indicates that the global chip industry is in a recovery phase, influenced particularly by investments in AI infrastructure. ASML's updated guidance is viewed as a positive signal for the sector. Not investment advice.

📊 ASML — Piyasa Yorumu

▲ up · 70%

The news reports that ASML has raised its sales forecast based on AI chip demand, which is a fundamentally positive development. Technically, the price closed above the 50-day moving average but below the 20-day average, indicating a resistance area in the short term. The RSI is at 41.87, near the oversold zone, and the MACD is below the signal line, suggesting momentum may still be weak. There is a balance between the positive impact of the news and some weaknesses in the technical indicators; a limited rise can be expected in the short term.

RSI 14
41.9
MACD
15.94
24h Δ
0.35%

📊 NVDA — Piyasa Yorumu

▲ up · 70%

The news involves a major semiconductor equipment supplier raising its sales forecast due to AI chip demand, which is an indirectly positive signal for NVDA. Technically, the stock is trading in overbought territory (RSI 88.6) and above short-term averages, increasing the likelihood of near-term consolidation or a minor correction. However, strong fundamental news and a rising MACD suggest that short-term momentum could remain upward. Confidence is somewhat limited due to overbought conditions.

RSI 14
88.7
MACD
3.79
24h Δ
8.66%

📊 AMD — Piyasa Yorumu

▲ up · 70%

AMD's latest closing price is significantly above both its 20-day and 50-day moving averages, indicating a strong upward trend. The 14-day RSI level of 82.68 is in overbought territory, increasing the likelihood of a short-term correction. However, the headline news of ASML raising its sales forecast due to AI chip demand provides positive sectoral support for semiconductor stocks like AMD. The MACD remains positive and above the signal line, suggesting the upward momentum is continuing. In the short term, volatility can be expected due to overbought conditions, but fundamental news and sector momentum continue to support the overall upward trend.

RSI 14
82.7
MACD
5.50
24h Δ
8.51%

📊 ARM — Piyasa Yorumu

▲ up · 70%

The news covers ASML, a key customer of ARM in the sector, raising its sales forecast due to artificial intelligence chip demand. This creates an indirect positive signal for ARM. In technical indicators, the price closing above the SMA20 and SMA50, the MACD being above the signal line, and the RSI not yet entering overbought territory support short-term upward momentum. However, the strong increase over the last 24 hours and the RSI level also suggest some possibility of consolidation.

RSI 14
62.2
MACD
2.90
24h Δ
6.67%
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