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, manufacturer of machines that produce the most advanced chips, sold €11.7 billion in the third quarter and warned that its supply of 2027 and 2028 will not cover the demand.
The chip supplier ASML raises its sales forecast for 2026 to 44 to 45 billion euros. KGV stands at 39.2, the average at 29.6. How much growth is already in the course?
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.
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