Back
ASML reports €9.3 billion Q2 sales, raises 2026 outlook to €43 billion-€45 billion

ASML reports €9.3 billion Q2 sales, raises 2026 outlook to €43 billion-€45 billion

Dutch chip-equipment maker beat estimates, lifted 2026 guidance, and detailed low-NA EUV capacity plans of about 65 systems in 2026 with a further 30% increase targeted for 2027 amid AI-driven demand.

Fact Check
The official ASML press release 'ASML reports €9.3 billion total net sales and €2.9 billion net income in Q2 2026' confirms Q2 2026 net sales of €9.3B, net income €2.9B, and a full-year 2026 outlook raised to €43–45B, explicitly attributing strength to AI-related investment demand. The GlobeNewswire version reports the same figures. Every specific figure in the claim (€9.3B Q2 sales, €43–45B 2026 outlook, AI-driven demand) is corroborated by the primary source.
    Reference: 12
Summary

ASML reported second-quarter 2026 sales of €9.33 billion and net profit of €2.92 billion, both above analyst expectations, and raised its 2026 net sales outlook to €43 billion-€45 billion from €36 billion-€40 billion, with gross margin now seen at 54%-56%. The company said AI-driven demand for advanced logic and memory chips is supporting orders for its EUV and other tools despite uncertainty around China sales and tighter export controls. ASML said its 2026 low-NA EUV capacity is about 65 systems, up from 44 in 2025, and that it plans a 30% increase in 2027 capacity for low-NA EUV and immersion DUV systems from 2026 levels, while saying those expansion plans include expected demand from Elon Musk’s planned Terafab chip production facility in Texas.

Terms & Concepts
  • EUV: Extreme ultraviolet lithography systems used to manufacture the most advanced semiconductors.
  • low-NA EUV: A standard extreme ultraviolet lithography platform with lower numerical aperture than newer High-NA systems, used for advanced chip production.
  • immersion DUV: A deep ultraviolet lithography technique that uses liquid between the lens and wafer to improve chip-patterning resolution.