ASML Lifts 2026 Sales Outlook to €43-45 Billion as AI Chip Demand Drives Capacity Plans
Updated
Updated · Barchart · Jul 21
ASML Lifts 2026 Sales Outlook to €43-45 Billion as AI Chip Demand Drives Capacity Plans
3 articles · Updated · Barchart · Jul 21
Summary
€43-45 billion is ASML’s new 2026 sales target, up from €36-40 billion, after the chip-equipment maker cited stronger AI-driven demand for advanced logic and memory.
Q3 sales are now forecast at €11-12 billion after Q2 revenue rose 21% year over year to €9.32 billion, reinforcing ASML’s role as a semiconductor demand bellwether.
ASML also plans to raise Low-NA EUV capacity by 30% in 2027 and is weighing another 30% increase in 2028, with similar expansion planned for DUV immersion tools.
Wedbush said those expansion plans support DRAM makers such as Micron, arguing higher equipment spending signals memory output growth in late 2027 or early 2028 rather than a near-term demand collapse.
As the US restricts ASML's sales to China, is it accelerating China's own breakthrough in advanced chipmaking technology?
With the world's digital future reliant on one company, what is the greatest unseen risk of ASML’s technological monopoly?
Can one factory in India truly challenge Asia's chip dominance, or is it a symbolic victory in the global tech race?
ASML’s 2026 Revenue to Hit €44B as AI Boom Fuels Supercycle, But Risks Loom
Overview
ASML delivered outstanding Q2 2026 results, reporting €7.9 billion in net sales, €2.3 billion in net income, and a strong gross margin of 52.5%. These results far exceeded market expectations and set a positive outlook for the rest of the year. The company also secured €6.5 billion in net bookings, reflecting strong demand for its advanced lithography equipment. This robust performance has led ASML to raise its full-year 2026 guidance, highlighting its pivotal role in the semiconductor industry and its ability to capitalize on accelerating technology trends.