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%. 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.