ASML Raises Guidance
ASML has raised its 2026 guidance as AI-related semiconductor demand surges, according to CNBC TV18 reporting on stronger upstream equipment orders. The company’s upgraded outlook suggests capital-spending on semiconductor equipment remains robust despite export controls and geopolitical friction. (cnbctv18.com)
ASML raised its 2026 sales forecast on April 15 after stronger first-quarter orders signaled chipmakers are still spending heavily on artificial intelligence capacity. (asml.com) The Dutch company now expects 2026 net sales of €36 billion to €40 billion, up from the €34 billion to €39 billion range it gave on January 28 with its full-year 2025 results. (asml.com 1) (asml.com 2) ASML reported €8.8 billion in first-quarter net sales, 53.0% gross margin and €2.8 billion in net income, while chief executive Christophe Fouquet said demand for chips is “outpacing supply.” (asml.com) ASML sells lithography machines, the tools chipmakers use to print circuit patterns onto silicon wafers, and it is the only company that makes extreme ultraviolet systems for the most advanced chips. (asml.com) (cnbc.com) That makes ASML a readout on whether companies such as Taiwan Semiconductor Manufacturing Company, Samsung Electronics and Intel are building more leading-edge capacity for data centers and artificial intelligence processors. (cnbc.com) (usnews.com) The company said the wider 2026 range still includes possible outcomes from export-control talks, a sign that management sees policy risk but not enough weakness to cut back its growth plan. (asml.com) ASML had already told investors in November 2024 that it saw a path to “significant growth” later in the decade, even as the United States and the Netherlands tightened restrictions on some China-bound equipment. (asml.com 1) (asml.com 2) The next test is whether chipmakers keep placing orders through the rest of 2026 at a pace that supports the top end of ASML’s new range. (asml.com)
