[SemiAnalysis: ASML Raises FY2026 Guidance Twice, Semiconductor Equipment Industry's Upcycle May Strengthen Further] Odaily Planet Daily News - SemiAnalysis posted on the X platform stating that ASML raised its FY2026 performance guidance for the second time within three months in its Q2 earnings report, signaling a further strengthening of a new upcycle in the semiconductor equipment industry. SemiAnalysis highlighted positive indicators such as order visibility extending to 2028, proactive capacity expansion planning by management, potential price increases for similar products, accelerated shipments of DUV immersion lithography machines, and sustained growth in upgraded service businesses. Based on these factors, the agency believes there is still upside potential for current market expectations of ASML's revenue and predicts the company will further raise its long-term performance guidance in the future.