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ASML Boosts Outlook as Demand for Chip Tools Outpaces Supply

ASML Holding NV raised its 2026 sales forecast due to surging demand for chip-making machines driven by artificial intelligence spending. The company now expects annual sales between €44 billion and €45 billion, up from the previous low end of €43 billion. ASML's current supply plans mean it will not be able to fully meet demand for the next two years. Customers are already inquiring about placing orders for 2030.

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  • ✓ ASML expects annual sales between €44 billion and €45 billion in 2026.
  • ✓ The company's current supply plans mean it will not be able to fully meet demand for the next two years.
  • ✓ Customers are already inquiring about placing orders for 2030.
🛡️ Source Corroboration: 9 independent reporting domains (85% confidence) ⏱ Read time: ~2 min

What changed

ASML boosted its 2026 sales forecast for the third time this year.

Live updates

  1. ASML Boosts Outlook as Chip Tool Demand Outpaces Supply

    ASML Holding NV raised its 2026 sales forecast due to surging demand for chip-making machines driven by artificial intelligence spending. The company now expects annual sales between €44 billion and €45 billion, up from the previous low end of €43 billion. ASML's current supply plans mean it will not be able to fully meet demand for the next two years. Customers are already inquiring about placing orders for 2030.

    Why it matters

    The increased demand for chip-making tools is driven by the growing need for advanced semiconductors in various industries, particularly in artificial intelligence. ASML is a leading supplier of lithography systems used in chip production. The company's performance is seen as a bellwether for the semiconductor industry.

    What is confirmed

    • ASML expects annual sales between €44 billion and €45 billion in 2026.
    • The company's current supply plans mean it will not be able to fully meet demand for the next two years.
    • Customers are already inquiring about placing orders for 2030.

    What to watch next

    • ASML's ability to increase supply to meet demand
    • Impact of AI spending on semiconductor industry
    • Progress in meeting 2026 sales forecast
    Sources used for this update (9)
    1. stocktwits.com — Stocktwits - Stock Market Live Quotes, Social Community...
    2. CNBC — ASML says it's getting order interest through 2030 as profit smashes expectations
    3. Bloomberg.com — ASML Boosts Outlook as Demand for Chip Tools Outpaces Supply
    4. Yahoo Finance — ASML Raises Sales Forecast For A Third Time, But Q3 Revenue Miss Sends Stock Lower: Earnings Selloff Spreads To MU, SNDK, INTC
    5. MarketWatch — Chip bellwether ASML says customers are already asking to place orders — for 2030
    6. 10TV — ASML: Q3 Earnings Snapshot
    7. www.globalbankingandfinance.com — ASML Orders Surge as AI Boom Drives Strong Chipmaking Demand
    8. www.fool.com — ASML: 3 Key Takeaways for Long-Term Investors
    9. article.wn.com — ASML boosts outlook as demand for chip tools outpaces supply
    confidence 85%
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