ASML Lifts Guidance as AI Chip Tool Demand Outruns Supply
· Source: streamlinefeed.co.ke
In short
ASML reported record third-quarter 2026 results with net sales of €11.662 billion and net income of €4.96 billion, and raised the lower end of its full-year 2026 sales forecast to €44–45 billion amid sustained AI-driven chip investment. The Dutch lithography supplier warned that its planned 2027 and 2028 capacity may not fully meet customer demand, and is reviewing whether to expand 2028 capacity beyond the previously announced 30 per cent increase for low-NA EUV and DUV immersion tools. The demand signal is strong, but customer forecasts are not firm orders, leaving the size and timing of the supply response uncertain.
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Tags: semiconductors, capacity, supply chain, demand forecasting, chips