Financial PerformanceGross margin came in at 54.0%, above consensus at 52.7%, driven by performance milestones and a favorable EUV product mix.
Market PositionASML is a monopoly in the semiconductor lithography market, with a 100% share in EUV, implying very high bargaining power for the company.
Sales ProjectionsNotable strength in China bookings supports increased sales projections for this year.