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ASML hikes sales forecast on strong AI chip demand
ASML raised its 2026 sales forecast to €43-45bn (from €36-40bn) on strong demand from chipmakers expanding capacity for AI chip production, with orders described as 'extremely strong' and plans to increase EUV and DUV machine output by 30%.
This Wire brief sits within Fusion42's coverage of Semiconductors and AI Infrastructure. Wire is Fusion42's founder-focused intelligence feed: each story is connected to the funds and startups it names — every one with a live profile on Raise or Scout — so founders can follow the capital and the momentum behind the headline rather than just the headline itself. Wire analysis is one of the live surfaces Arthur, Fusion42's AI co-founder, reasons over.
The Wire takeaway
ASML cannot expand fast enough to meet AI chip demand, and it just signalled a 30% output increase is already priced in by customers. If you supply semiconductor equipment, materials, or logistics to ASML's fabs, you have immediate capacity questions to answer - they're running at ceiling.
Read the full story at cnbc.com →
Topics: Semiconductors · AI Infrastructure · ai-infrastructure · semiconductor-equipment · capex-demand · supply-constraints