The article asks whether ASML can sustain its leadership strength after longtime leaders Martin van den Brink and CEO Peter Wennink both retired in 2024. Since Christophe Fouquet became CEO, ASML has raised its 2026 sales forecast twice, to 43 billion to 45 billion euros, and it stopped publishing quarterly order numbers after 2025. The company reports earnings on Wednesday, October 14, before the market opens, with TSMC following on Thursday. The article also notes succession changes at Stryker and Workday, where co-founder Aneel Bhusri returned as CEO in February. The author suggests listening to Fouquet's comments on the next decade during the earnings call.
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