ASML lifts 2026 revenue outlook by 16% as AI chip expansion drives tool demand

News Editor

2026-07-15 08:04:37

ASML raised its 2026 revenue outlook after reporting second-quarter results above its own guidance, helped by persistent demand tied to AI chips. The Dutch company, the only supplier of extreme ultraviolet lithography systems used for advanced AI chip production, said second-quarter revenue reached 9.3 billion euros and gross margin came in at 54%, both ahead of forecast. It now expects full-year revenue of 43 billion to 45 billion euros, about 16% above the midpoint of its previous range, with full-year gross margin projected at 54% to 56%. For the third quarter, ASML guided for revenue of 11 billion to 12 billion euros and gross margin of 55% to 57%. The company also said demand in the first half was "extremely strong," with customers including TSMC, Samsung, SK Hynix and Micron expanding capacity to meet AI-related demand. To support that order momentum, ASML said system capacity will rise another 30% in 2027 and it is evaluating a further 30% increase in 2028. CEO Christophe Fouquet also said Intel will use ASML’s next-generation High-NA EUV tools to mass-produce some of its most advanced Panther Lake laptop chips, marking the technology’s first use in volume manufacturing.

ASMLAI chipsSemiconductor equipmentEUVTSMCSamsungIntel

ASML raised its 2026 revenue outlook after second-quarter results beat its own guidance, with AI chip demand continuing to support orders for advanced lithography tools.

ASML lifts 2026 revenue outlook by 16% as AI chip expansion drives tool demand 2

Second-quarter revenue and margin topped guidance

The company reported second-quarter 2026 revenue of 9.3 billion euros and a gross margin of 54% on July 15. Both figures came in above ASML’s earlier forecast. Its stock rose 2.87% on the day.

ASML, based in the Netherlands, is the only company in the world that makes extreme ultraviolet, or EUV, lithography systems, which are used to produce advanced AI chips.

Full-year outlook increased to 43 billion-45 billion euros

The company lifted its 2026 full-year revenue outlook to 43 billion to 45 billion euros, about 16% above the midpoint of its previous guidance range. It expects full-year gross margin to be between 54% and 56%.

For the third quarter, ASML forecast revenue of 11 billion to 12 billion euros, with gross margin of 55% to 57%, above the second-quarter level.

TSMC, Samsung, SK Hynix and Micron are expanding capacity

Christophe Fouquet said AI continues to drive demand for advanced logic and memory chips, and customers are moving faster to expand production capacity. He described order intake in the first half as “extremely strong.”

According to the company, major customers including TSMC, Samsung, SK Hynix and Micron are all racing to build out capacity for AI-related demand.

Tool capacity set for another two years of expansion

To respond to that demand, ASML said its system capacity will increase by another 30% in 2027, and it is evaluating a further 30% expansion in 2028.

In addition to EUV systems, ASML also supplies DUV equipment used in more mature process technologies, with customers in China representing an important buyer group.

Intel to use High-NA EUV for Panther Lake production

Fouquet also said Intel will use ASML’s next-generation High-NA EUV tools to mass-produce some of its most advanced Panther Lake laptop chips. That would mark the first time the technology enters volume manufacturing.

This article was originally published by Bit.Fan. For more cryptocurrency news and market insights, visit www.bit.fan.

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