ASML Raises Guidance, Warns Supply May Not Meet Demand
ASML reported strong results and upgraded guidance, while warning supply may not fully meet demand over the next two years. Tickmill Group's Patrick Munnelly said investors are focusing on an “AI dilemma” despite the results.
Investors are focusing on the "AI dilemma" despite chip-equipment maker ASML reporting strong results, Tickmill Group's Patrick Munnelly says in a note. ASML upgraded guidance, but warned that supply may not fully meet demand over the next two years. Munnelly thinks ASML's message captures the curr…