ASML raises 2026 sales forecast to €40 billion as AI chip demand outpaces supply
13 Sources
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ASML Raises 2026 Sales Forecast as AI Investment Fuels Growth
ASML Holding NV raised its full-year sales forecast as a surge in global artificial intelligence spending fuels greater demand for its advanced chipmaking machines. Net sales will be between €36 billion ($42.4 billion) to €40 billion this year, the Dutch company said in a statementBloomberg
[2]
ASML lifts 2026 outlook on the back of stronger AI demand
April 15 (Reuters) - ASML (ASML.AS), opens new tab raised its 2026 revenue outlook on Wednesday as demand for artificial intelligence chipmaking tools continues to rise. The Dutch computer chip equipment maker said 2026 sales should land between 36 billion and 40 billion euros ($42 billion and
[3]
ASML raises 2026 outlook on AI chip boom
ASML, maker of the world's most advanced chip manufacturing equipment, has upgraded its 2026 outlook after reporting higher than expected first-quarter revenue as the AI boom's thirst for computing power drives record sales. The Netherlands-based group, Europe's most valuable company, said on
[4]
ASML raises 2026 sales forecast on AI chip demand
ASML $ASML raised its full-year 2026 revenue forecast after first-quarter results beat expectations, with the company citing AI-driven chip demand that it said is outpacing available supply. The Veldhoven, Netherlands-based company now expects net sales of €36 billion to €40 billion for 2026,
[5]
AI expansion drives up profits at bullish tech giant ASML
The Hague (AFP) - Dutch tech giant ASML, which makes cutting-edge machines to manufacture semiconductor chips, said Wednesday that rapidly expanding AI-related investments had pushed up net profits as it also hiked its sales forecast for 2026. ASML, Europe's biggest tech firm by market value, is a
[6]
AI expansion drives up profits for Dutch semiconductor giant ASML
ASML, the Dutch semiconductor giant, has posted a rise in net profits to €2.76 billion for the first quarter of 2026 representing a 15% increase compared to the same quarter in the previous year. The most valuable technology company in Europe, ASML, reported on Wednesday that the ongoing expansion
[7]
ASML investors bet on 'picks and shovels' of AI revolution
Analysts expect a strong quarter and see scope for ASML to raise its 2026 sales outlook, as memory-chip makers expand capacity to meet AI-driven demand. Core challenges include whether ASML can keep up with demand for its chip-making tools, which can take more than a year to build, and whether
[8]
ASML Sees Memory Chip Orders Explode Past Logic for the First Time as DRAM Makers Scramble for EUV Slots
ASML continues to solidify its investments in AI-driven infrastructure, as demand for logic and memory chips continues to grip the industry. During its Q1 2026 earnings call, ASML President & CEO Christophe Fouqet highlighted the company's increased investment in the necessary tools to speed up
[9]
ASML Lifts 2026 Outlook As AI Demand Strains Chip Capacity - ASML Holding (NASDAQ:ASML)
ASML Holding NV (NASDAQ:ASML) reported its first-quarter results ahead of expectations and raised its guidance for 2026. While the company continues to generate strong growth in its EUV (Extreme Ultraviolet) segment, it now expects its non-EUV business to deliver growth in 2026, according to
[10]
ASML raises 2026 revenue outlook as AI chip demand drives Q1 beat By Investing.com
Investing.com -- ASML Holding NV (AS:ASML) raised its full-year 2026 revenue forecast on Wednesday after the Dutch maker of semiconductor lithography equipment beat first-quarter profit and sales estimates, as AI-driven chip demand accelerated customer orders, though export restrictions on China
[11]
Chip-Machine Supplier ASML Lifts Guidance on Strong AI Demand
ASML Holding raised its sales guidance for the year as chip makers continue to plow billions of dollars in its semiconductor-making machines to churn out increasingly advanced artificial-intelligence chips. The Dutch group, which counts Taiwan Semiconductor Manufacturing Co., Samsung Electronics
[12]
ASML lifts 2026 outlook on the back of stronger AI demand
April 15 (Reuters) - ASML raised its 2026 revenue outlook on Wednesday as demand for artificial intelligence chipmaking tools continues to rise. The Dutch computer chip equipment maker said 2026 sales should land between 36 billion and 40 billion euros ($42 billion and $47 billion), against the
[13]
ASML investors bet on 'picks and shovels' of AI revolution
AMSTERDAM, April 14 (Reuters) - Investors in, Europe's most valuable listed company, are betting the chip-equipment maker can raise financial forecasts when it reports first-quarter earnings on Wednesday, as demand for artificial intelligence chips keeps orders for its machines running flat
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Dutch chipmaking equipment giant ASML boosted its full-year revenue outlook to €36-40 billion, up from €34-39 billion, as surging AI infrastructure investments drive unprecedented demand. First-quarter net sales hit €8.8 billion while customers including TSMC and Samsung accelerate capacity expansion, though export controls on China sales pose geopolitical risks.
ASML Lifts Revenue Outlook Amid Surging AI Chip Demand
ASML, Europe's most valuable tech company, raised its 2026 sales forecast to between €36 billion and €40 billion, up from a previous range of €34 billion to €39 billion, as AI chip demand continues to outstrip global supply
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. The Dutch company reported first-quarter net sales of €8.77 billion, exceeding analyst expectations of €8.5 billion, while net income climbed 17 percent year-over-year to €2.8 billion3
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. The upgraded outlook represents potential growth of up to 22 percent compared to 2025, signaling robust momentum in the semiconductor industry growth trajectory.
Source: Market Screener
Customer Capacity Expansion Plans Accelerate Production
Chief Executive Officer Christophe Fouquet emphasized that customer capacity expansion plans are accelerating for 2026 and beyond, supported by long-term agreements with their customers. "Demand for chips is outpacing supply," Fouquet stated, adding that the company expects supply will not meet demand for the foreseeable future
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. Major customers including TSMC, Samsung, and Intel are ramping up investments in advanced chipmaking machines to meet the insatiable appetite for powerful chips for AI applications3
. TSMC announced capital spending of as much as $56 billion for this year, while SK Hynix outlined plans to spend approximately $8 billion on ASML's cutting-edge artificial intelligence chipmaking tools in a deal running through 20271
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Source: Quartz
AI Infrastructure Investments Drive Semiconductor Industry Growth
The semiconductor industry's growth outlook continues to solidify, driven by ongoing AI infrastructure investments from tech giants and startups alike
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. Companies including Microsoft, Alphabet, OpenAI, and Anthropic are planning to spend trillions of dollars on infrastructure to support AI software, fueling demand for Nvidia chips that rely on ASML's lithography machines for production1
. ASML is the only maker of extreme ultraviolet lithography (EUV) machines capable of printing intricate patterns of transistors on silicon wafers to produce cutting-edge semiconductors1
. The company's shares have surged 40 percent this year, reflecting investor confidence in its position as a critical picks-and-shovels play on AI3
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Export Controls and Geopolitical Challenges Shape China Strategy
ASML faces mounting geopolitical challenges as export controls threaten to curtail sales to China, its largest market in 2025. US lawmakers proposed legislation that would ban sales of all deep ultraviolet immersion lithography (DUV) tools to China and prohibit engineers from servicing equipment at certain facilities
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. ASML has never been permitted to sell its most advanced EUV tools to China due to US restrictions aimed at curtailing Beijing's technology advances1
. China's share of net system sales retreated to 19 percent in the first quarter, down from 36 percent in the fourth quarter of 20254
. The company expects China to account for roughly 20 percent of revenue in 2026, though CFO Roger Dassen noted that displaced Chinese demand might find a home elsewhere given current market conditions4
. Fouquet confirmed the forecast range accommodates potential outcomes of ongoing discussions around export controls3
.Production Targets and Market Dynamics Point to Sustained Growth
ASML set its 2026 shipment target for low-NA EUV machines at 60 units, representing a roughly 25 percent increase over 2025 volumes, with manufacturing capacity positioned to reach at least 80 units in 2027
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. Memory chip demand emerged as a notable driver, with memory-related purchases comprising 51 percent of new-tool net sales during the quarter, up sharply from 30 percent in the preceding period4
. Geographically, South Korea led all markets at 45 percent of sales, with Taiwan contributing 23 percent4
. For the second quarter, ASML guided net sales of €8.4 billion to €9.0 billion, with full-year gross margin guidance of 51 percent to 53 percent4
. The company also purchased approximately €1.1 billion worth of its own stock in the first quarter and plans to declare a total dividend of €7.50 per ordinary share for 2025, a 17 percent increase from 20244
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