ASML has published decent Q3 results. Sales came broadly in line with expectations with record highs. The worrying part comes from its Q4 guidance, which is expected to be below consensus due to supply shortages. It is linked to ASML’s constant push to increase capacity, with some material shortages which slowed down the ramp-up.
21 Oct 2021
Q3 21: shortage issues to impact Q4
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Q3 21: shortage issues to impact Q4
ASML has published decent Q3 results. Sales came broadly in line with expectations with record highs. The worrying part comes from its Q4 guidance, which is expected to be below consensus due to supply shortages. It is linked to ASML’s constant push to increase capacity, with some material shortages which slowed down the ramp-up.