ASML says it's getting order interest through 2030 as profit smashes expectations

ASML Says AI Chip Demand Is Stretching Into 2030. It Already Expects Supply Shortages Through 2028.

The Dutch semiconductor equipment maker raised its 2026 sales outlook to €44 billion–€45 billion after reporting record quarterly revenue and stronger profit.

ASML weighs more capacity after a record €11.7 billion quarter

ASML reported record third-quarter sales of €11.7 billion on October 14 and said its planned production capacity would fall short of customers’ demand in 2027 and 2028. It is investigating a further expansion. The Dutch chipmaking-equipment supplier’s results show net income of €4.96 billion, compared with €2.92 billion in the previous quarter. Its gross margin, ...

ASML struggles with chip tool demand

ASML Holding NV yesterday warned that soaring artificial intelligence (AI) spending meant that it faces a potential supply shortfall with its chipmaking machines in the next two years, even as it boosted its own sales forecast for this year.“We are investigating ways to increase capacity for 2028 be

Is the AI Boom Slowing Down? ASML Long-Term Orders Point to Growth

ASML reported strong third-quarter sales of EUR 11.7 billion and raised its full-year revenue outlook to EUR 44-45 billion, fueled by sustained AI chip demand. The Dutch semiconductor giant revealed customers are already placing equipment orders for 2029 and 2030, easing fears of an AI investment slowdown. Is the AI Boom Slowing Down? ASML Long-Term Orders Point to Growth.

ASML: Supply Constraints Through 2028 Still Support My Buy Rating (NASDAQ:ASML)

This article was written by Follow My background is in Financial Engineering and I have long since been interested in analyzing strong solid companies with a rare financial Profile. My primary area of specialization is in quantamental analysis, where I use a combination of data driven models and fundamental research. My approach is centered on […]

ASML’s chip equipment sales to China soar 109% despite US export curb push

Dutch semiconductor equipment giant ASML expects China to account for about 20 per cent of its total sales this year, after seeing shipments to the market more than double during the previous quarter despite mounting US pressure for tighter export restrictions on less advanced chipmaking machinery. The company’s sales to China surged 109 per cent in the third quarter compared with the previous three months, according to financial results release…