Skip to main content
Search

ASML posts reassuring results after DeepSeek market turmoil

Date: 29 January 2025

1 minute read

29 January 2025

If you are covering ASML’s latest financial results, please find below a comment from Ben Barringer, technology analyst at Quilter Cheviot:

"ASML has delivered an impressive set of results, comfortably beating expectations across the board and offering reassurance to the market following the turmoil due to concerns around DeepSeek.

"Revenue came in 2.5% ahead of consensus, with profits exceeding forecasts by 8%, while orders surged to €7 billion compared to the €4.5 billion expected. The guidance was also strong, coming in 9% ahead of expectations, with a profit contribution that reinforces confidence.

"Looking ahead, ASML is forecasting 15% growth in 2025, which underlines its confidence in future demand. There are lingering concerns around China, with sales in the region falling from 47% to 27% on a quarterly basis, but this is in line with expectations and has been more than offset by a strong rebound in memory demand from South Korea and the US. The order book remains healthy, driven by significant demand from TSMC, and fears over Intel and Samsung’s appetite for investment appear to have been a little overstated.

"Overall, this is a strong and reassuring set of results, reinforcing ASML’s pivotal role in the global semiconductor industry."

Alex Berry

External Communications Manager
+44 (0)7741 151931

Notes to Editors

Notes to Editors:

About Quilter plc

Quilter plc is a leading wealth management business, helping to create brighter financial futures for every generation.

Quilter plc oversees £157.4 billion in customer investments (as at 30 June 2026).

It has an adviser and customer offering spanning financial advice, investment platforms, multi-asset investment solutions and discretionary fund management.

The business is comprised of two branded segments: Quilter and Quilter Cheviot.

Quilter encompasses the financial advice network and national, Quilter's investment platform and multi-asset solutions and Quilter Invest, the digital savings and investment app.

Quilter Cheviot is a discretionary fund management and financial planning business.

This press release is for journalists only and should not be relied upon by financial advisers or customers.

Please remember that past performance is not a guide to future performance. The value of investments and the income from them can go down as well as up and investors may not get back any of the amount originally invested. Exchange rate changes may cause the value of overseas investments to rise or fall.

This communication is issued by Quilter plc.  Registered office: Senator House, 85 Queen Victoria Street, London, EC4V 4AB, United Kingdom. Registered number: 6404270.  Registered in England.

PRIVACY INFORMATION
We hold your name, email address, job role and the name of your publication on our Press Distribution List and use this information to send you press releases which we believe will be of interest to you. You can stop receiving emails from us at any time by emailing us at: pressoffice@quilter.com and asking us to remove you from the Distribution List.

Related Articles

BP agrees to sell majority stake in Castrol to pay down debt

2 minute read

If you are covering the news that BP will sell its majority stake in Castrol to Stonepeak, please see the following comment from Maurizio Carulli, global energy and materials analyst at Quilter Cheviot:

Published 24 December 2025

US inflation comes in cooler than expected as focus on Fed independence grows

1 minute read

If you are covering the latest US inflation data, please see the following comment from Richard Carter, head of fixed interest research at Quilter Cheviot:

Published 18 December 2025