ASML says it's getting order interest through 2030 as profit smashes expectations
- On Wednesday, ASML forecast fourth-quarter net sales of €14.2 billion to €15.2 billion , exceeding analyst expectations as AI-driven demand for its semiconductor equipment remains strong.
- ASML, the world's largest supplier of chipmaking equipment and sole maker of EUV machines needed for advanced semiconductors, serves as a bellwether for the AI buildout with shares rallying 56% this year.
- The Dutch company narrowed its 2026 net sales outlook to between €44 billion and €45 billion , raising the lower end from €43 billion with a gross margin of around 56 per cent.
- CEO Christophe Fouquet said customers are expressing interest in placing orders for 2029 and 2030, driven by "their views on the size and duration of AI-related investments." This signals strong longer-term demand visibility.
- Fouquet noted that supply planned for 2027 and 2028 will not fully meet customer demand, prompting the company to investigate "ways" to increase capacity beyond its previous 30% forecast.
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ASML reported better-than-expected third-quarter results, with the Dutch semiconductor giant reporting a net profit of 4.96 billion euros, well below analysts' estimates of 4.1 billion. Demand is so strong due to investments in artificial intelligence that some customers are already considering orders for 2029 and 2030.
ASML Raises Full-Year Sales Outlook
ASML upgraded the low end of its 2026 sales forecast as increasing artificial intelligence spending boosts demand for the Dutch company’s chip-making machines. The firm projected annual sales of between €44 billion ($49 billion) and €45 billion this year. ASML's outlook offers an indication of investment plans by chipmakers like TSMC, Samsung Electronics and Intel. Bloomberg's Tom Mackenzie reports. (Source: Bloomberg)
Reformatorisch Dagblad
Chip machine manufacturer ASML further increased its revenue and profit last quarter. In addition, the revenue forecast for the full year has been tightened. According to CEO Christophe Fouquet, the Veldhoven-based company once again benefited from the ever-increasing investments by tech companies in artificial intelligence (AI). There is even so much demand for ASML equipment that the company's capacity is actually falling short.
Record quarter for ASML thanks to AI boom; Nearly €5 billion in profit in Q3
The AI boom has resulted in a record quarter for ASML, the Dutch chip machine maker reported on Wednesday. The Veldhoven-based company recorded a record €11.7 billion in net sales in the third quarter, resulting in a net income of €4.96 billion - over double the profit recorded a year earlier.
Dutch chip machine maker ASML has had a successful third quarter. In addition, the company says it is already seeing interest among customers to order chip machines in the next few years. “Many conversations with customers are now about the period after 2027", says CEO Christophe Fouquet when presenting the quarterly results. ASML benefits enormously from investments in artificial intelligence and other technology that require chips. ASML custom…
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