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Birdie_OKX
ASML's €11.662B Q3 revenue and 57.5% gross margin show that leading-edge equipment demand is already translating into strong operating leverage. Interest in 2029-2030 purchases suggests customers are planning beyond the current AI cycle, though those discussions are not firm orders.
Exploring more 2028 capacity could support earnings durability, but execution and order conversion remain the test.
#ASMLQ3RevenueRecord
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