ASML says it's getting order interest through 2030 as profit smashes expectations
The chip equipment maker said AI-driven demand is pushing orders beyond 2027 and that some customers are already asking for 2029 and 2030 slots.
- 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 posts record sales and warns it can’t keep up with AI demand
Dutch equipment supplier ASML warned on Wednesday that its planned supply of machines will not fully meet customers’ AI-driven demand in 2027 and 2028, as it reported record quarterly sales of around €11.7 billion and lifted the lower end of its full-year sales forecast.
ASML's CEO said that with an order portfolio pace that "continues to increase" quarter after quarter this year, the supply, as currently planned for 2027 and 2028, "will not fully satisfy" the customers' demand, so the company is trying to find ways to increase the capacity by 2028.
ASML, the Dutch company and the world's largest semiconductor lithography equipment manufacturer, recorded its highest-ever performance in the third quarter of this year. However, as demand for semiconductor manufacturing equipment surges due to increased investment in artificial intelligence (AI) infrastructure, the company projected that it will be difficult to meet all customer orders with its currently planned production capacity in 2027 and…
ASML says it cannot meet chip tool demand in 2027 or 2028
ASML says its supply plans mean it cannot fully meet demand in 2027 or 2028, and some customers want to place orders for 2029 and 2030. It raised the low end of its 2026 sales guidance and its shares rose 2.8%. ASML says it will not be able to meet demand for its machines in […] This story continues at The Next Web
Radio France Internationale
France24AI boom drives record sales at Dutch tech giant ASML
ASML, Europe's biggest tech firm by market value, said net profit came in at 5.0 billion euros ($5.6 billion) in the third quarter of the year, compared with 2.1 billion in the same period of 2025. The company is a critical cog in the global economy and a bellwether for the tech sector, as the chips crafted with its tools power everything from smartphones to missiles. It has also become a pivotal player in artificial intelligence as the only man…
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