ASML Backs Raised 2026 Outlook With 30% Capacity Expansion
ASML cited AI-driven chip demand for the buildout, which spans EUV and DUV lines feeding its 43-45 billion euro 2026 forecast.
- The capacity increase amounts to 30 percent, ASML's press release said.
- Q2 sales hit 9.3 billion euros and profit 2.9 billion euros, beating estimates of 8.8 and 2.6 billion.
- The 43-45 billion euro forecast replaces the 36-40 billion range set in April.
Why it matters: Building machines takes years: a company expanding capacity now fills orders already signed, not advertised optimism.
ASML Holding N.V. Q2 2026 press release ↗ · Jul 15, 20267/15/26 · Updated Jul 15