ASML reported second-quarter 2026 net sales of €9.3 billion, net income of €2.9 billion, and a gross margin of 54.0%, according to a post by P Equity Research on X citing the company’s latest earnings release. The figures were all above the company’s earlier guidance, with the outperformance mainly attributed to stronger-than-expected sales from its Installed Base Management business. CEO Christophe Fouquet said continued investment in artificial intelligence and progress in AI technologies are driving demand for advanced logic and memory chips, while customers are accelerating capacity expansion plans. He also said order demand remained strong in the first half of the year. Based on expected market demand growth, ASML plans to lift output of its low numerical aperture, or Low NA, EUV lithography systems by about 30% in 2027 from a 2026 base of roughly 65 units, and is studying another roughly 30% increase in 2028. The company also plans to expand capacity for DUV immersion lithography systems. For full-year 2026, ASML expects net sales of €43 billion to €45 billion and a gross margin of 54% to 56%.