ASML's net profit surges by 133%! It earns over RMB 400 million daily, with orders secured through 2030.

In response to concerns that China may launch low-end immersion DUV lithography systems around 2029, ASML CEO Christophe Fouquet stated that ASML’s immersion lithography systems hold an extremely high market share in China and enjoy strong, stable customer trust. He noted that related R&D efforts in China have progressed relatively slowly over the past ~25 years, making it unlikely that substantive domestic competition will emerge in the short term. As of today’s U.S. market close, ASML’s share price stood at USD 1,650 per share (approximately RMB 11,000 per share), down roughly 3.94% from yesterday’s closing price of USD 1,717.76 (approximately RMB 11,500 per share); its total market capitalization reached USD 633.765 billion (approximately RMB 4.4 trillion). I. EUV Systems Account for Nearly Half of System Revenue; Full-Year Revenue Growth Expected to Exceed 45% From the composition of Q3 system sales revenue: ASML’s EUV systems were the largest revenue contributor, accounting for 49%; ArFi systems accounted for 39%; the remainder comprised ArFdry systems (3%), KrF systems (5%), I-line systems (1%), and metrology & inspection equipment (3%). By end-application, revenue from logic chip manufacturing accounted for 54%, while revenue from memory chip manufacturing accounted for 46%. By shipment destination, ASML shipped 32% of its systems to Taiwan, 31% to South Korea, 23% to China, 13% to the United States, and 1% to other Asian regions. In terms of unit shipments, ASML delivered 17 EUV systems, 40 ArFi systems, 10 ArFdry systems, 35 KrF systems, and 19 I-line systems in Q3. During the earnings call, Roger Dassen, ASML’s Executive Vice President and CFO, disclosed that, benefiting from robust customer demand and related advance payments, ASML’s Q3 free cash flow reached approximately EUR 11.4 billion (roughly RMB 84.8 billion). Regarding shareholder returns: ASML distributed the first interim dividend for fiscal year 2026 in Q3, amounting to EUR 1.88 per share (approximately RMB 14); under its 2026–2028 share repurchase program, ASML repurchased approximately EUR 4.1 billion (roughly RMB 30.5 billion) worth of shares in Q3; the second quarterly interim dividend for 2026 is also set at EUR 1.88 per share (approximately RMB 14), scheduled for payment on November 4, 2026. In the earnings call, Roger Dassen provided full-year business guidance: ASML expects its 2026 full-year sales to grow approximately 36% year-on-year, with EUV system revenue increasing by over 45%, non-EUV system sales rising by 20%, and installed-base management revenue growing by 50%. By downstream segment, he stated that memory chip equipment sales are expected to rise approximately 75%, driven primarily by customer capacity expansions and increased EUV adoption at advanced DRAM nodes; logic chip equipment sales are projected to grow about 10%. II. Joint Development of 12-Inch Photomasks with TSMC, Targeting Mass Production by 2033 Christophe Fouquet stated during the earnings call that AI infrastructure deployment remains exceptionally strong, further intensifying both the scale and duration of supply shortages at advanced logic and memory nodes. Top-tier customers—backed by long-term, binding orders—enjoy extended visibility into demand, leading them to conclude that product demand will continue to outstrip supply at least through 2028; consequently, they are accelerating capacity expansion plans for post-2028.

Q3 financial results have been fully disclosed.

Historically, the company’s Q3 performance has shown substantial sequential growth versus Q2—but this year’s revenue declined quarter-on-quarter, meaning Q3 results fell short of expectations. As of end-September, the company had 5,400 registered shareholders—a 18.2% increase from end-June—indicating a less favorable trend. Medicilon reported RMB 1.24 billion in revenue for the first three quarters of this year, up 57.74% year-on-year; net profit attributable to shareholders totaled RMB 278 million, up 53.68% year-on-year; and adjusted net profit totaled RMB 263 million, up 49.31% year-on-year. Specifically, in Q3 alone, Medicilon achieved RMB 497 million in revenue, up 65.12% year-on-year and 28.42% quarter-on-quarter; net profit attributable to shareholders amounted to RMB 115 million, up 70.2% year-on-year and 35.29% quarter-on-quarter; and adjusted net profit reached RMB 109 million, up 64.01% year-on-year and 37.97% quarter-on-quarter—solid performance overall. As of end-September, the company had 6,500 registered shareholders—a 3.6% increase from end-June—with investors Ge Lan and Zhao Bei both reducing their positions. Zhaoyan New Drug reported RMB 1.276 billion in revenue for the first three quarters of this year, up 48.97% year-on-year; net profit attributable to shareholders totaled RMB 632 million, up 154.85% year-on-year; and adjusted net profit totaled RMB 605 million, up 178.6% year-on-year. After excluding unrealized fair-value gains on biological assets, interest income, and foreign exchange gains/losses, adjusted net profit attributable to shareholders grew 70.99% year-on-year. Specifically, in Q3 alone, Zhaoyan New Drug achieved RMB 500 million in revenue, up 55.01% year-on-year and 28.42% quarter-on-quarter; net profit attributable to shareholders amounted to RMB 261 million, up 176.77% year-on-year and 35.29% quarter-on-quarter; and adjusted net profit reached RMB 260 million, up 195.97% year-on-year and 37.97% quarter-on-quarter.

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