ASML

ASML raises FY2026 outlook to €43–45B on AI-driven customer capacity acceleration and extremely strong H1 order intake

ASML's Q2 2026 results beat guidance on both revenue and gross margin, with €9.3 billion in net sales and 54.0% gross margin driven by above-expected Installed Base Management sales. Management raised full-year 2026 guidance to €43–45 billion and announced plans to expand low NA EUV capacity by 30% for 2027 — with a further 30% under investigation for 2028 — directly in response to customer commitments across the portfolio and 'extremely strong' H1 order intake. The decisive signal is the simultaneous capacity expansion across both EUV and DUV immersion platforms, signaling that ASML is converting AI-driven semiconductor demand into multi-year supply commitments.

ASML Holding NV is a Dutch semiconductor equipment manufacturer that designs and produces lithography systems used by chipmakers worldwide to manufacture integrated circuits. The company is the sole global supplier of extreme ultraviolet (EUV) lithography machines, which are essential for producing the most advanced semiconductor nodes. ASML sells systems and provides ongoing service and field options to leading logic and memory chip manufacturers.

Primary products

• EUV lithography systems (NXE 0.33 NA, EXE 0.55 NA High NA)
• DUV lithography systems (ArF immersion, ArF dry, KrF, i-line)
• Metrology and inspection systems (YieldStar, e-beam)
• Installed Base Management (service, field options, productivity upgrades)