ASML updated its 2026 revenue outlook to between €43 billion and €45 billion ($49 billion to $51 billion) and announced plans to increase chipmaking equipment production capacity by 30% over two years. This forecast highlights its key role in the expanding AI semiconductor market, where it remains the sole global supplier of extreme ultraviolet (EUV) lithography machines.
Revenue and Production Outlook
In its Q2 report released on July 15, ASML posted €9.3 billion in revenue with a net profit of €2.9 billion and a gross margin of 54.0%. During the quarter, it sold 86 lithography systems. The company anticipates scaling its yearly Low-Numerical Aperture EUV production from 65 units in 2026 to 85 in 2027. also Deep Ultraviolet immersion lithography capacity is expected to rise from 130 to 170 units. There is consideration for further capacity growth nearing 30% by 2028, which could alleviate current semiconductor supply bottlenecks.
Strategic Importance in AI Chip Manufacturing
ASML's exclusive EUV machinery is central to producing advanced AI chips for manufacturers such as Taiwan Semiconductor Manufacturing Co. (TSMC), Samsung, and SK Hynix. Its increased production capability directly supports the acceleration of AI technology development worldwide. Investors are monitoring whether solid AI demand will persist amid geopolitical export restrictions and manufacturing challenges.
- 2026 revenue forecast: €43-45 billion ($49-51 billion)
- Projected Low-NA EUV units in 2027: 85 (up from 65 in 2026)
- Projected DUV immersion units in 2027: 170 (up from 130)
- Potential 30% capacity increase by 2028
This article is for informational purposes only and does not constitute financial advice.
