Bloomberg Tech ASML Earnings Signal AI Demand Holding Strong
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Oct 15, 2025 Alan Baratz, CEO of D-Wave, shares insights on the deployment of the Advantage2 quantum computer in Europe, emphasizing its impressive qubit count and potential applications. He discusses how D-Wave's technology is paving the way for advances in commercial and research sectors. Additionally, the podcast highlights ASML’s robust earnings amid the AI boom, the strategic shift of Apple’s in-house chips, and booming AI data center deals shaping the tech landscape.
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AI Demand Driving ASML EUV Orders
- ASML's EUV orders rose to the highest since late 2023, signalling AI-driven demand for advanced lithography.
- Asian foundries like TSMC and Samsung are driving that demand despite China restrictions.
Rare Earths Pose A Supply Risk
- ASML says it has stockpiled rare earth materials to avoid short-term disruptions for EUV machines.
- Rare earths are a small but critical input, and ASML hasn't seen major impacts so far.
Growth Beyond 2026 Is The Key For ASML
- Citi's Andrew Gardner expects ASML to stop declining in 2026 and that future upside depends on 2027 growth.
- He sees AI-driven data-center momentum as the primary catalyst for further appreciation.