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 increased its sales by more than half to 11.7 billion euros in the third quarter. "The chip manufacturer has a pig cycle. ASML has consistently high demand", according to capital market strategist Stefan Riße in conversation with Dietmar Deffner.
ASML raised its financial projections for the year for the third time in 2026, driven by the global investment in artificial intelligence infrastructure, which has inflated demand for its advanced lithography machines. Exclusive material for subscribers. To have full access, access the link of the material and register.
ASML, the Dutch manufacturer of lithography equipment for semiconductors, warned Wednesday that the planned supply of machinery will not be able to fully meet the huge demand of customers due to AI either next year or in 2028, in the context in which it reported quarterly sales record, Euronews reports. The company said that its current plans to ...
ASML Says Its Customers Want More Machines Than It Can Build Through 2028
ASML is the only company on earth that builds the machines chipmakers need for advanced semiconductors, and it just told customers it cannot keep up with their orders. What that supply crunch means for chip prices, AI timelines, and the stock itself gets complicated fast.
The rapid growth of artificial intelligence continues to increase the demand for the most powerful chips. The Dutch ASML, which is the only one in the world to supply the most advanced machines for their production, therefore expects that even in 2027 and 2028 it will not have time to satisfy all orders. Some chip makers are already asking about 2029, sometimes 2030.
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