ASML may raise its performance guidance for the second time this year? Both UBS and JPMorgan are optimistic

```htmlGolden Ten Data reported on July 14 that, according to Visible Alpha data, ASML (ASML.O) is expected to report second quarter sales of €8.83 billion (approximately $10.08 billion). This forecast falls within the company's previously provided guidance range of €8.4 billion to €9 billion and is higher than the €7.69 billion recorded in the same period last year. Noteworthy are ASML's performance guidance and market supply shortage issues. Driven by strong demand for semiconductors, ASML is expected to raise its annual sales forecast for the second time this year. UBS analysts stated that ASML may raise its guidance to the upper end of the range, or even slightly surpass it. Sandeep Deshpande of JPMorgan also commented that ASML could raise its guidance again, citing robust shipments of deep ultraviolet lithography machines. Furthermore, ASML CEO Christophe Fouquet said in April that investments in AI infrastructure are creating a situation where chip demand exceeds supply. Companies are unable to obtain enough memory and storage chips because AI demand has driven costs so high that Apple has been forced to increase the prices of some products. Executives at Micron Technology said last month that the supply shortage would continue beyond 2027. Investors will closely watch any comments ASML executives make regarding AI demand and its future trends.```