Wire · operational-macro
ASML reports €11.7 billion total net sales and €5.0 billion net income in Q3 2026
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Fusion42 · 14 October 2026 · Fusion42 review
ASML reported record Q3 2026 net sales of €11.7 billion and net income of €5.0 billion, exceeding guidance with strong demand driven by AI investments. The company expects full-year 2026 net sales between €44 billion and €45 billion and warns current supply plans for 2027 and 2028 will not meet customer demand, prompting capacity expansion considerations.
This Wire brief sits within Fusion42's coverage of Semiconductors.
◆ ◆ The Wire takeaway
ASML's supply shortfall for 2027-28 signals a direct opportunity to support chip production growth as AI investments drive semiconductor demand. If you build components or services for lithography gear, expect intensified customer urgency and potential capacity openings to explore.
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1 source · 14 Oct 2026
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