ASML released its financial results for the second quarter of 2026, with total net sales of 9.326 billion euros and net profit of 2.918 billion euros, both core metrics surpassing Wall Street analysts' expectations. As the most critical lithography equipment supplier at the upstream of wafer fabrication, ASML's surging performance reflects an all-out arms race unfolding across the entire tech industry. Giants such as Amazon, Google, and Microsoft have poured hundreds of billions of dollars into infrastructure, igniting massive downstream demand for high-end AI chips. Foundries in both logic and memory segments are accelerating capacity expansion, driving lithography demand to a white-hot level.