- 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 —
- South Korea Overtook China as ASML’s Largest Market Last Quarter Bloomberg —
- ASML Won’t Be an AI Bottleneck, Says Berenberg's Qiu Bloomberg —
ASML Lifts 2026 Forecast
The Dutch technology giant now expects its annual revenue to reach between €36 billion and €40 billion, marking a significant upward revision from previous estimates.
ASML is also planning a major expansion of its production capacity for low-NA EUV systems to meet the growing needs of memory chip makers.
Industry experts suggest that the company's strong performance is a clear indicator that the AI investment cycle remains robust despite broader economic concerns.
ASML's stock price rose following the news, as investors bet on its continued dominance in the semiconductor supply chain.