ASMLが通期見通しを大幅上方修正　AI半導体需要で売上高450億ユーロへ

SMLの第2四半期決算は市場予想を上回り、2026年通期見通しも上方修正されました。EUV増産計画、AI半導体需要、PER38倍の評価、中国規制のリスクを分析します。https://beikoku-stock.com/2026/07/15/asml-earnings-euv-production-roadmap-2028/

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ASMLが通期見通しを大幅上方修正　AI半導体需要で売上高450億ユーロへ

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