ASML raised its full-year sales forecast for the second time this year, now expecting net sales of €43–45 bln versus an April range of €36–40 bln, citing stronger demand from AI infrastructure spending by Microsoft, Alphabet and other tech firms. The company plans to produce at least 60 low-NA EUV lithography systems this year and expects to reach annual capacity of at least 80 units by 2027; meeting market demand remains a key challenge, it said. ASML is expanding capacity, with construction of

ASML raised its full-year sales forecast for the second time this year, now expecting net sales of €43–45 bln versus an April range of €36–40 bln, citing stronger demand from AI infrastructure spending by Microsoft, Alphabet and other tech firms. The company plans to produce at least 60 low-NA EUV lithography systems this year and expects to reach annual capacity of at least 80 units by 2027; meeting market demand remains a key challenge, it said. ASML is expanding capacity, with construction of a new Eindhoven campus due to start this quarter that will ultimately accommodate roughly 20,000 employees.