South Korea Overtook China as ASML’s Largest Market Last Quarter
South Korea emerged as ASML Holding NV’s largest market in the first quarter as the country’s memory chip makers increase purchases to address chronic shortages stemming from the artificial intelligence boom.
- ASML lifts 2026 forecast as surging AI chip demand boosts new orders The Globe and Mail —
- Asml signals 2026 revenue of €36B-€40B while raising low-NA EUV capacity to at least 80 systems in 2027 Seeking Alpha —
- Asml narrows 2026 sales outlook to €36B-€40B while targeting at least 80 low na euv units in 2027 Seeking Alpha —
- ASML Won’t Be an AI Bottleneck, Says Berenberg's Qiu Bloomberg —