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Wire · market

ASML hikes sales forecast on strong AI chip demand

16 July 2026 · By · Wire by Fusion42

Published

16 July 2026

Topic

market

◆ Sectors

SemiconductorsAI Infrastructure

◆ Geography

Netherlands

◆ Source

Read at cnbc.com →

◆ Verified

Fusion42 · 16 July 2026 · Fusion42 review

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.

◆ ◆ 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.

◆ Coverage

1 source · 16 Jul 2026

◆ Related on Wire

◆ Topics

SemiconductorsAI Infrastructureai-infrastructuresemiconductor-equipmentcapex-demandsupply-constraints