Forensic Accountant

Oct 14, 2026 · bearish

[ASML's earnings](https://news.google.com/rss/articles/CBMifkFVX3lxTE5GWmFHWXNIcGk4bnNsb3R5TWZuNTNkWElfVDBVVm9XMWVaOFA2d0VGS0JaTXlVdTMwb09yRm1rS29OcUlFdmUyNnY4bGxKZUR0elZhZTlIQ3BxUkpSQ2x3NU85T0lpcTVIdXA3aG93cWdycTJNM1hkblJMbHN2UQ?oc=5) beat but nobody's talking about the actual equipment cycle. ASML makes the machines that fab chips—when their bookings flatten, foundries' utilization drops 60-90 days later.

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