{"id":802963,"date":"2026-07-15T06:32:10","date_gmt":"2026-07-15T06:32:10","guid":{"rendered":"https:\/\/www.newsbeep.com\/ca\/802963\/"},"modified":"2026-07-15T06:32:10","modified_gmt":"2026-07-15T06:32:10","slug":"asml-hikes-sales-forecast-on-strong-ai-chip-demand","status":"publish","type":"post","link":"https:\/\/www.newsbeep.com\/ca\/802963\/","title":{"rendered":"ASML hikes sales forecast on strong AI chip demand"},"content":{"rendered":"

ASML<\/a> on Wednesday raised its guidance for the second time this year as its customers continue to ramp up production of AI chips.<\/p>\n

The Dutch semiconductor-equipment maker said it now expects full-year sales to come in between 43 billion euros ($49 billion) and 45 billion euros, and a gross margin of between 54 and 56%. It previously predicted annual net sales of between 36 billion and 40 billion euros, and a gross margin between 51% and 53%.<\/p>\n

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

Net sales: 9.3 billion euros versus 8.8 billion euros expectedNet profit: 2.9 billion euros versus 2.6 billion euros expected<\/p>\n

ASML \u2014 Europe’s most valuable company \u2014 is the only company in the world that makes extreme ultraviolet (EUV) lithography machines used to produce the most advanced semiconductors.<\/p>\n

CEO Christophe Fouquet said order intake remained “extremely strong” in the first half of the year. That momentum means the company will target adding 30% to its 2026 low NA EUV capacity and 30% to its 2026 Deep Ultraviolet (DUV) immersion capacity, he said.<\/p>\n

Chip expansion push<\/p>\n

ASML had already raised its guidance<\/a> last quarter on continued demand for its highest-end EUV machines. This is expected to remain high as chipmakers expand production capacity to meet the needs of the AI boom.<\/p>\n

The company’s customers continue to “accelerate their capacity expansion plans,” CEO Fouquet said in a Wednesday statement. “This is translating into customer commitments across our product portfolio, providing ASML with increased visibility into longer-term demand.”<\/p>\n

Earlier this week, Taiwan Semiconductor Manufacturing Co<\/a> (TSMC), one of ASML’s largest customers, reported a 68% jump<\/a> in June sales on the back of strong demand for its chips. <\/p>\n

TSMC is planning to add two advanced chip packaging plants in the Chiayi Science Park in southern Taiwan, Reuters reported<\/a>, citing remarks made by Taiwan’s National Science and Technology Council Minister Wu Cheng-wen on Sunday.<\/p>\n

UBS analysts said in a July 10 note that the buildout in semiconductor fabrication facilities, as well as AI-driven demand for leading-edge chip production, is expected to help ASML see a stronger second half of the year.<\/p>\n

Despite robust demand, semiconductor stocks have come under pressure<\/a> as investors question whether the huge AI-driven capital spending can be sustained. ASML also faces tightening restrictions on export controls of its advanced chip equipment.<\/p>\n

The company said it will provide an update on its longer-term goals at a Capital Markets Day on June 10 next year.<\/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 on Wednesday raised its guidance for the second time this year as its customers continue to ramp…\n","protected":false},"author":2,"featured_media":802964,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[20],"tags":[62,276,277,2161,2158,161,49,48,282603,16326,190911,189646,195737,1382,1372,61],"class_list":["post-802963","post","type-post","status-publish","format-standard","has-post-thumbnail","category-artificial-intelligence","tag-ai","tag-artificial-intelligence","tag-artificialintelligence","tag-asml-holding-nv","tag-breaking-news-technology","tag-business-news","tag-ca","tag-canada","tag-christophe-fouquet","tag-earnings","tag-europe-earnings","tag-ishares-semiconductor-etf","tag-spdr-sp-semiconductors","tag-taiwan","tag-taiwan-semiconductor-manufacturing-co-ltd","tag-technology"],"_links":{"self":[{"href":"https:\/\/www.newsbeep.com\/ca\/wp-json\/wp\/v2\/posts\/802963","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.newsbeep.com\/ca\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.newsbeep.com\/ca\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/ca\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/ca\/wp-json\/wp\/v2\/comments?post=802963"}],"version-history":[{"count":0,"href":"https:\/\/www.newsbeep.com\/ca\/wp-json\/wp\/v2\/posts\/802963\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/ca\/wp-json\/wp\/v2\/media\/802964"}],"wp:attachment":[{"href":"https:\/\/www.newsbeep.com\/ca\/wp-json\/wp\/v2\/media?parent=802963"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.newsbeep.com\/ca\/wp-json\/wp\/v2\/categories?post=802963"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.newsbeep.com\/ca\/wp-json\/wp\/v2\/tags?post=802963"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}