ASML says it's getting order interest through 2030 as profit smashes expectations
The Dutch chip toolmaker said AI demand is pushing customer orders beyond 2028 and lifted its 2026 sales outlook after a record quarter.
- 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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