{"id":607866,"date":"2026-04-15T06:05:17","date_gmt":"2026-04-15T06:05:17","guid":{"rendered":"https:\/\/www.newsbeep.com\/au\/607866\/"},"modified":"2026-04-15T06:05:17","modified_gmt":"2026-04-15T06:05:17","slug":"asml-raises-2026-guidance-as-ai-chip-demand-stays-strong","status":"publish","type":"post","link":"https:\/\/www.newsbeep.com\/au\/607866\/","title":{"rendered":"ASML raises 2026 guidance as AI chip demand stays strong"},"content":{"rendered":"

ASML<\/a> raised its sales forecast for 2026 after it beat first-quarter revenue and profit expectations, driven by continued demand for chips related to AI. <\/p>\n

Here’s how ASML did versus LSEG consensus estimates for the first quarter:<\/p>\n

Net sales: 8.8 billion euros ($10.4 billion) versus 8.5 billion euros expectedNet profit: 2.8 billion euros versus 2.5 billion euros expected<\/p>\n

ASML previously forecast<\/a> that its first-quarter sales would be between 8.2 billion euros and 8.9 billion euros. <\/p>\n

The Dutch firm said it now sees 2026 net sales to be between 36 billion euros and 40 billion euros, compared to a previous forecast of 34 billion euros to 39 billion euros.\u00a0<\/p>\n

“The semiconductor industry’s growth outlook continues to solidify, driven by ongoing AI-related infrastructure investments,” ASML CEO Christophe Fouque said in a press release. <\/p>\n

“Demand for chips is outpacing supply. In response, our customers are accelerating their capacity expansion plans for 2026 and beyond, supported by long-term agreements with their customers.”<\/p>\n

The Dutch firm is often seen as a bellwether for chip demand as it makes the tools required to manufacture the most advanced semiconductors. <\/p>\n

One of its top customers, Taiwan Semiconductor Manufacturing Co<\/a>. (TSMC), last week reported record first-quarter revenue<\/a> as demand for AI chips continues to remain strong. <\/p>\n

There is a continued shortage of memory chips which has driven prices of that component to unprecedented highs. Memory is key to AI systems and data centers. As a result, South Korean firms Samsung and SK Hynix are planning to ramp up production capacity, which will require ASML machinery.<\/p>\n

ASML said 51% of net sales of its new tools in the first quarter went toward memory, versus 30% in the previous quarter. Customers in South Korea accounted for 45% of sales, while those in Taiwan represented 23%. <\/p>\n

However, ASML is facing its own challenges, including headwinds in China, where it is not able to ship its most advanced machines because of export restrictions. Earlier this month, a group of bipartisan U.S. lawmakers introduced a law<\/a> that would even ban ASML’s less-advanced machines for export to China. That law still needs to work its way through the U.S. legislative process. <\/p>\n

System sales to China fell to 19% of overall sales in the first quarter, compared to 36% in the December quarter. <\/p>\n

Choose CNBC as your preferred source on Google and never miss a moment from the most trusted name in business news.<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"ASML raised its sales forecast for 2026 after it beat first-quarter revenue and profit expectations, driven by continued…\n","protected":false},"author":2,"featured_media":442504,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[20],"tags":[256,254,255,90246,64,63,172,174,512,8551,19299,295672,5069,44309,247553,1056,105],"class_list":{"0":"post-607866","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-artificial-intelligence","8":"tag-ai","9":"tag-artificial-intelligence","10":"tag-artificialintelligence","11":"tag-asml-holding-nv","12":"tag-au","13":"tag-australia","14":"tag-breaking-news-europe","15":"tag-business-news","16":"tag-china","17":"tag-earnings","18":"tag-enterprise","19":"tag-europe-earnings","20":"tag-generative-ai","21":"tag-semiconductor-device-manufacturing","22":"tag-spdr-sp-semiconductors","23":"tag-taiwan-semiconductor-manufacturing-co-ltd","24":"tag-technology"},"_links":{"self":[{"href":"https:\/\/www.newsbeep.com\/au\/wp-json\/wp\/v2\/posts\/607866","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.newsbeep.com\/au\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.newsbeep.com\/au\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/au\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/au\/wp-json\/wp\/v2\/comments?post=607866"}],"version-history":[{"count":0,"href":"https:\/\/www.newsbeep.com\/au\/wp-json\/wp\/v2\/posts\/607866\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/au\/wp-json\/wp\/v2\/media\/442504"}],"wp:attachment":[{"href":"https:\/\/www.newsbeep.com\/au\/wp-json\/wp\/v2\/media?parent=607866"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.newsbeep.com\/au\/wp-json\/wp\/v2\/categories?post=607866"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.newsbeep.com\/au\/wp-json\/wp\/v2\/tags?post=607866"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}