ASML raises sales forecast for second time as AI chip demand pushes production limits
20 Sources
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ASML raises forecasts as AI boom drives chipmaking demand
Company to increase production capacity of its most advanced lithography machines ASML raised its annual sales outlook for the second time this year, as surging demand for AI computing power drove better-than-expected sales for the world's leading maker of chip manufacturing equipment. The
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ASML tops Q2 estimates on AI chip demand
July 15 (Reuters) - ASML (ASML.AS), opens new tab, the world's biggest supplier of equipment used to manufacture computer chips, on Wednesday reported better-than-expected second-quarter revenue and profit, as demand from makers of artificial intelligence chips offset uncertainty over sales to
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ASML hikes sales forecast for second time this year on strong AI chip demand
It previously predicted annual net sales of between 36 billion and 40 billion euros, and a gross margin between 51% and 53%. ASML on Wednesday raised its guidance for the second time this year as its customers continue to ramp up production capacity of AI chips. The Dutch semiconductor-equipment
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Dutch company ASML is $300bn from a trillion. AI could close the gap
The Dutch lithography monopoly is worth about $700bn after a bumper year. A growing number of the people who own it think $1tn is a question of when, not if. ASML has spent 2026 getting steadily, expensively larger. The Dutch company whose machines print the world's most advanced chips is now
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Chip toolmaker ASML expected to shine light on capacity and China challenges
AMSTERDAM, July 14 (Reuters) - ASML (ASML.AS), opens new tab, the biggest supplier of equipment used to manufacture AI chips, reports quarterly earnings on Wednesday looking to justify its chunky valuation and demonstrate how it will contend with U.S. moves to block exports to China. The
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ASML plans to build EUV machines 30% faster as AI demand outstrips its production capacity
ASML is working to cut the time it takes to build and test its extreme ultraviolet lithography machines by roughly a third, CFO Roger Dassen told reporters on Wednesday. The cycle time, the period between starting production in ASML's clean rooms and shipping, was about 22 weeks a few quarters ago.
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ASML raises 2026 guidance second time, beats Q2 earnings
ASML $ASML reported second-quarter net sales of €9.3 billion on Wednesday, beating expectations, as the company raised its full-year revenue forecast for the second time this year on sustained demand for advanced AI chips. ASML's updated outlook calls for 2026 net sales of €43 billion to €45
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AI demand powers forecast hike, profit gains at tech giant ASML
The Hague (AFP) - Strong demand for AI systems pushed up sales forecasts and drove a gain in second-quarter profits Wednesday at Dutch tech giant ASML, which manufactures chip-making machines to power the tech industry. ASML is a critical cog in the global economy and a key bellwether for the tech
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AI demand lifts Europe's biggest company ASML's sales forecast
Europe's biggest company by market capitalisation, ASML, continues to benefit from the AI boom after raising its full-year net sales forecast to between €43bn and €45bn. Investors welcomed the upgrade, sending the shares up more than 5%. Strong demand for AI systems boosted the performance of
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Global Market: ASML raises 2026 outlook as AI boom drives strong earnings, plans capacity expansion
ASML raised its 2026 revenue guidance to €43-45 billion, up from €36-40 billion, after beating Q2 estimates on surging AI chipmaking demand, sending shares up 5.7% as the company plans a 30% capacity boost for its EUV systems over the next two years. The world's largest supplier of semiconductor
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Chip toolmaker ASML expected to shine light on capacity and China challenges
The Netherlands-based business is Europe's most valuable listed company with a market capitalisation of €610 billion ($696 billion) after the AI boom helped to lift its share price by nearly 70% this year as memory chip makers such as SK Hynix, Samsung and Micron rush to add capacity. ASML, the
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AI demand powers forecast hike, profit gains at tech giant ASML - The Korea Times
A flag and a logo at ASML offices on the day workers participate in a walk-out over the company's plans to cut its workforce, in Veldhoven, Netherlands, March 24. Reuters-Yonhap THE HAGUE -- Strong demand for AI systems pushed up sales forecasts and drove a gain in second-quarter profits Wednesday
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ASML Shares Rise After Second 2026 Forecast Upgrade on AI Chip Demand
ASML shares rose more than 3% on Wednesday after the Dutch chip equipment maker raised its 2026 sales forecast for the second time this year. The company also reported quarterly revenue and profit above market estimates as chipmakers increased spending on advanced production tools. The update
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ASML jumps 5% after Q2 beat, lifts 2026 outlook on AI chip demand By Investing.com
Investing.com -- Shares in ASML Holding NV jumped over 5% on Wednesday, their biggest one-day gain since June 30, after the Dutch chipmaking equipment supplier reported second-quarter profit and revenue that beat analyst estimates and raised its full-year outlook on strong artificial
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Could AI chip boom make ASML Europe's first trillion-dollar firm?
AMSTERDAM, July 20 (Reuters) - The global artificial intelligence boom has propelled ASML to the top of Europe's stock market, as soaring demand for AI computer chips flows to the Dutch company that dominates the market for the equipment needed to make them. After blowout second quarter earnings,
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ASML capacity upgrade soothes AI chip bottleneck fears
AMSTERDAM, July 15 (Reuters) - ASML, the world's dominant supplier of equipment needed to make high-tech computer chips, raised its 2026 sales forecasts on Wednesday and pledged a capacity boost that may ease fears a production bottleneck could slow the AI boom. Its second forecast hike of the
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ASML cheered for its solid quarter and upbeat targets
For the past quarter, ASML posted EPS up a little more than 6% sequentially, to 7.59, beating the consensus by more than 11%, with gross margin up one point, to 54%, on revenue growth of 6.4%, to nearly 9.33bn (versus 51.9% and 8.83bn expected by the consensus). The Dutch semiconductor
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ASML Shares Jump After Chip-Machine Supplier Raises Guidance Again on AI Demand
ASML Holding shares climbed after the company lifted its annual sales guidance for the second time and said it would boost output of its semiconductor-making machines in the coming years as the race to build artificial-intelligence infrastructure turns chips into a hot commodity. Shares in
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Chip-Machine Supplier ASML Raises Guidance Again on Unrelenting AI Demand -- 2nd Update
ASML Holding lifted its annual guidance for the second time, a sign that companies are scrambling for its semiconductor-making tools as the race to build artificial-intelligence infrastructure turns chips into a hot commodity. The Dutch group supplies machines that use light to print tiny patterns
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Chip toolmaker ASML expected to shine light on capacity and China challenges
AMSTERDAM, July 14 (Reuters) - ASML, the biggest supplier of equipment used to manufacture AI chips, reports quarterly earnings on Wednesday looking to justify its chunky valuation and demonstrate how it will contend with U.S. moves to block exports to China. The Netherlands-based business is
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ASML, the world's leading maker of chip manufacturing equipment, raised its annual sales outlook to €43-45bn as surging AI chip demand drives orders for its advanced EUV lithography machines. The Dutch company now plans to boost production capacity by 30% next year and is already close to fully booked through 2027, cementing its position as Europe's most valuable company.
ASML Raises Sales Forecast Twice in One Year
ASML, the Netherlands-based leader in chip manufacturing equipment, raised its annual sales outlook for the second time in 2026, now projecting total net sales between €43bn and €45bn
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. This marks a significant jump from analysts' forecasts of €39.6bn and surpasses the company's previous guidance of €36-40bn3
. The raised sales forecast reflects continuous AI chip demand that has pushed the semiconductor manufacturing equipment maker's order book beyond current production limits. ASML reported 21 per cent year-on-year growth in sales to €9.3bn in the second quarter, with net income of €2.9bn beating analyst forecasts of €2.6bn1
. The company also guided to a gross margin between 54% and 56%, up from its previous estimate of 51-53%3
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Source: Analytics Insight
Production Capacity Expansion to Meet AI Boom
Chief Executive Christophe Fouquet announced plans to increase production capacity of the company's most advanced EUV lithography machines by 30 per cent next year, with a similar increase being considered for 2028
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. The company is already "close to [receiving] all the EUV orders we need for 2027," Fouquet added, highlighting the intense AI-driven demand from chipmakers racing to expand their production capacity. ASML shipped 86 lithography systems in the second quarter, up from 67 in the first quarter4
. The company is working to reduce assembly time for each machine from about 22 weeks toward 15 or 16 weeks to meet customer needs4
. Revenue from customers making memory chips is now projected to increase by 75 per cent this year, reflecting the extraordinary growth in the semiconductor industry1
.Strategic Position in Advanced Chip Manufacturing
ASML's role at the center of the global chipmaking demand has made it Europe's biggest winner from the AI boom and turned it into the region's most valuable company, with a market value exceeding €600bn ($700bn)
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. The company holds a monopoly position as the only manufacturer of EUV lithography machines, which are essential for producing the most advanced chips used in AI applications. Intel recently became the first to deploy ASML's latest High NA EUV machines in production—a key milestone for a product that sells for as much as $400mn1
. TSMC, one of ASML's largest customers and the manufacturer of Nvidia's chips, reported a 36 per cent rise in quarterly sales and a 68% jump in June sales, driven by strong demand for AI accelerators1
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Source: Market Screener
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China Challenges and Export Controls
Despite robust performance, ASML faces headwinds from tightening export controls on its advanced chip equipment. China is forecast to account for up to 20% of ASML's sales this year through legal purchases of less-advanced DUV tools, down sharply from around half two years ago
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. A proposed U.S. law could require U.S. allies to align with export controls to curb China's ability to make advanced chips, with ASML specifically named in the legislation5
. The company has denied selling its most advanced EUV tools to China, though the regulatory environment continues to present uncertainty for future sales.Path to Trillion-Dollar Valuation
Investors and analysts are increasingly discussing whether ASML could become Europe's first trillion-dollar company, requiring the addition of roughly $300bn in market value—a gain of about 40% on a stock that has already climbed approximately 60% this year
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. Barclays, Susquehanna and Bernstein have all nudged price targets toward $2,600 a share following the results4
. Morningstar analyst Javier Correonero suggested that ASML's 2030 sales target of at least €44bn now looks overly conservative, forecasting €60bn in 2030 sales instead5
. However, some analysts caution that the valuation looks stretched, with the stock trading at 49 times estimated 2027 earnings5
. The broader concern centers on cyclicality, as lithography systems orders track capital spending of a handful of chipmakers and the hyperscalers funding them, and that spending has turned down before4
.References
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