ASML raised the lower end of its 2026 sales guidance for a third consecutive
quarter, now forecasting €44.0-45.0 bln (about $49-50 bln), up from a previous
lower bound of €43.0 bln. Q3 net sales (July–Sept) rose to €11.66 bln. Industry
participants are increasingly questioning whether AI-driven demand will persist;
ASML’s advanced tools have order-to-delivery lead times of more than a year,
making its order book a near-term signal of chipmakers’ capex plans. The company
said it expects to be unable to fully meet market demand in 2027 and 2028. In
July ASML announced plans to raise next year’s capacity for its
second-most-advanced system, Low-NA EUV, by 30% to target roughly 85 units a
year. The CEO said some customers have signaled interest in 2029 and 2030
orders and ASML is studying ways to increase 2028 capacity beyond the previously
announced 30%.
