ASML RAISES 2026 REVENUE OUTLOOK TO €36-40 BILLION
AI demand is still moving through the semiconductor supply chain, and ASML’s latest guidance shows it.
🔴 ASML raised its 2026 revenue outlook to €36-40 billion, signaling stronger demand for advanced chip-making equipment than previously expected.
🔴 The company also plans to ship 25% more low-NA EUV tools than in 2025, which points to continued pressure on the most advanced lithography capacity.
🔴 Q1 2026 sales of €8.76-8.77 billion, up 13% year over year, suggest the AI chip cycle is still translating into real equipment orders.
For founders and policy watchers alike, the message is the same: AI progress still depends on industrial capacity, not just model performance.
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