ASML Raises Sales Forecast to €43 Billion to €45 Billion on €9.3 Billion Second-Quarter Earnings
ASML reported second-quarter net sales of €9.3 billion, surpassing analyst estimates, and raised its full-year sales forecast to €43 billion to €45 billion from the previous €36 billion to €40 billion range. The company also raised gross margin guidance to 54% to 56%.
Citing strong demand for advanced logic and memory chips, the maker announced a 30% increase in 2027 production capacity for its low-NA extreme ultraviolet lithography and DUV immersion systems, with a further 30% expansion under review for 2028.
From the sources (10 posts)
@jukan05ASML CEO: We plan to increase our Low-NA EUV production capacity by 30% in 2027, from approximately 65 systems in 2026. We are also evaluating another 30% capacity expansion in 2028. For DUV immersion systems, we plan to expand production
@firstadopterASML: "Ongoing AI-related investments and continued progress in AI technologies are driving demand for advanced Logic and Memory chips, further strengthening the semiconductor industry's growth outlook. Our customers, in turn, continue to a
@tengyanaiASML reported. and the print is enormous. We expected Q2 revenue of €8.9B. ASML reported €9.3B, though it remained within our €8.4B - €9.5B range. Our reconstruction of ASML’s 2026 EUV output: we published ~69 systems before earnings. To
@reutersASML tops Q2 estimates on AI chip demand
@ftASML raises forecasts as AI boom drives chipmaking demand
@thetranscript_ASML CEO: "Our second-quarter total net sales were €9.3 billion and gross margin came in at 54.0%, both above guidance, driven primarily by higher than expected Installed Base Management sales" $ASML
@thetranscript_$ASML CEO: "Our customers...continue to accelerate their capacity expansion plans. This is translating into customer commitments across our product portfolio, providing ASML with increased visibility into longer-term demand. Our order intak
@techmemeASML reports Q2 net sales of €9.3B, above €8.8B est., a €2.9B net profit, above €2.6B est., and raises its 2026 net sales forecast from €36B-€40B to €43B-€45B (@april__roach / CNBC) (Visit Techmeme dot com for the link and full context!)
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