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Chip-Gear Giant ASML Posts Mixed Q3 Results, Guides Up

Chip-equipment giant ASML posted mixed third-quarter results while raising its sales guidance for the current quarter above expectations. The company reported sales of €11.7 billion and a 57.5% margin during a record third quarter. Chief executive officials expressed confidence that artificial intelligence demand will outstrip supply for years to come. Customers are already expressing interest in placing orders through 2029 and 2030, offering visibility into long-term demand. However, the manufacturer warned it will be unable to meet AI-driven customer demand in 2027 and 2028.

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  • ✓ ASML delivered mixed third-quarter results while guiding higher than views for sales in the current quarter.
  • ✓ ASML reported third-quarter sales of €11.7 billion and a 57.5% margin.
  • ✓ ASML stated that some customers are expressing an interest in placing orders through 2029 and 2030.
  • ✓ ASML will be unable to meet AI-driven customer demand in 2027 and 2028.
🛡️ Source Corroboration: 14 independent reporting domains (95% confidence) ⏱ Read time: ~2 min

What changed

ASML reported its third-quarter earnings, raising its guidance for the current quarter while warning of capacity deficits through 2028.

Live updates

  1. ASML Reports Mixed Q3 Results and Raises Outlook Amid High AI Demand

    Chip-equipment giant ASML posted mixed third-quarter results while raising its sales guidance for the current quarter above expectations. The company reported sales of €11.7 billion and a 57.5% margin during a record third quarter. Chief executive officials expressed confidence that artificial intelligence demand will outstrip supply for years to come. Customers are already expressing interest in placing orders through 2029 and 2030, offering visibility into long-term demand. However, the manufacturer warned it will be unable to meet AI-driven customer demand in 2027 and 2028.

    Why it matters

    ASML stands as Europe's most valuable company and a critical bottleneck for advanced semiconductor manufacturing, relying on partners like Zeiss for its extreme ultraviolet expansion. Strong earnings have deepened an ongoing slump in broader chip stocks as supply constraints persist. The structural gap between surging artificial intelligence requirements and actual production capacity highlights the extreme pressure on the semiconductor supply chain.

    What is confirmed

    • ASML delivered mixed third-quarter results while guiding higher than views for sales in the current quarter.
    • ASML reported third-quarter sales of €11.7 billion and a 57.5% margin.
    • ASML stated that some customers are expressing an interest in placing orders through 2029 and 2030.
    • ASML will be unable to meet AI-driven customer demand in 2027 and 2028.

    Still unconfirmed

    • The chip stocks slump is deepening specifically due to ASML's strong earnings.

    What to watch next

    • Updates on ASML manufacturing capacity expansions and partnerships with Zeiss
    • Actual order intake data for 2029 and 2030 delivery windows
    Sources used for this update (14)
    1. CNBC — ASML says it's getting order interest through 2030 as profit smashes expectations
    2. Bloomberg.com — ASML Boosts Outlook as Demand for Chip Tools Outpaces Supply
    3. Reuters — ASML will be unable to meet AI-driven customer demand in 2027, 2028
    4. Barron's — Why the Chip Stocks Slump Is Deepening After ASML’s Strong Earnings
    5. Investor's Business Daily — Chip-Gear Giant ASML Posts Mixed Q3 Results, Guides Up
    6. EE Times — ASML’s EUV Expansion Runs Through Zeiss
    7. Semafor — ASML CEO confident AI demand will outstrip supply for years to come
    8. section.blog.naver.com — 2026.10.09(금) 오후 12시 주요 Headline Summary — 세계 뉴스로 배우는 영어 표현
    9. Yahoo Finance — ASML Holding N.V. - New York Re (ASML) Stock Forecasts
    10. The Times — Europe’s most valuable company can’t build chip kit fast enough
    11. www.cnbc.com — ASML says it's getting order interest through 2030 as profit ...
    12. blog.kcex.com — ASML Q3 2026 Earnings: €11.7 Billion Sales, 57.5% Margin and ...
    confidence 95%
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