{"id":5568,"date":"2026-04-15T05:20:08","date_gmt":"2026-04-15T05:20:08","guid":{"rendered":"https:\/\/www.europesays.com\/ai\/5568\/"},"modified":"2026-04-15T05:20:08","modified_gmt":"2026-04-15T05:20:08","slug":"asml-raises-2026-guidance-as-ai-chip-demand-stays-strong","status":"publish","type":"post","link":"https:\/\/www.europesays.com\/ai\/5568\/","title":{"rendered":"ASML raises 2026 guidance as AI chip demand stays strong"},"content":{"rendered":"<p><a href=\"https:\/\/www.cnbc.com\/quotes\/ASML\/\" rel=\"nofollow noopener\" target=\"_blank\">ASML<\/a> raised its sales forecast for 2026 after it beat first-quarter revenue and profit expectations, driven by continued demand for chips related to AI. <\/p>\n<p>Here&#8217;s how ASML did versus LSEG consensus estimates for the first quarter:<\/p>\n<p>Net sales: 8.8 billion euros ($10.4 billion) versus 8.5 billion euros expectedNet profit: 2.8 billion euros versus 2.5 billion euros expected<\/p>\n<p>ASML <a href=\"https:\/\/www.cnbc.com\/2026\/01\/28\/asml-q4-2025-earnings-report.html\" rel=\"nofollow noopener\" target=\"_blank\">previously forecast<\/a> that its first-quarter sales would be between 8.2 billion euros and 8.9 billion euros. <\/p>\n<p>The Dutch firm said it now sees 2026 net sales to be between 36 billion euros and 40 billion euros, compared to a previous forecast of 34 billion euros to 39 billion euros.\u00a0<\/p>\n<p>&#8220;The semiconductor industry&#8217;s growth outlook continues to solidify, driven by ongoing AI-related infrastructure investments,&#8221; ASML CEO Christophe Fouque said in a press release. <\/p>\n<p>&#8220;Demand for chips is outpacing supply. In response, our customers are accelerating their capacity expansion plans for 2026 and beyond, supported by long-term agreements with their customers.&#8221;<\/p>\n<p>The Dutch firm is often seen as a bellwether for chip demand as it makes the tools required to manufacture the most advanced semiconductors. <\/p>\n<p>One of its top customers, <a href=\"https:\/\/www.cnbc.com\/quotes\/TSM\/\" rel=\"nofollow noopener\" target=\"_blank\">Taiwan Semiconductor Manufacturing Co<\/a>. (TSMC), last week <a href=\"https:\/\/www.cnbc.com\/2026\/04\/10\/tsmc-q1-record-revenue-ai-chip-demand-strong.html\" rel=\"nofollow noopener\" target=\"_blank\">reported record first-quarter revenue<\/a> as demand for AI chips continues to remain strong. <\/p>\n<p>However, ASML is facing its own challenges, including headwinds in China, where it is not able to ship its most advanced machines because of export restrictions. Earlier this month, a group of bipartisan U.S. lawmakers <a href=\"https:\/\/www.cnbc.com\/2026\/04\/07\/asml-shares-today-us-chip-export-curbs-china.html\" rel=\"nofollow noopener\" target=\"_blank\">introduced a law<\/a> that would even ban ASML&#8217;s less-advanced machines for export to China. That law still needs to work its way through the U.S. legislative process. <\/p>\n<p>This is a breaking news story. Please refresh for updates.<\/p>\n<p><a href=\"https:\/\/www.google.com\/preferences\/source?q=https:\/\/www.cnbc.com\/\" target=\"_blank\" rel=\"noopener noreferrer nofollow\">Choose CNBC as your preferred source on Google and never miss a moment from the most trusted name in business news.<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"ASML raised its sales forecast for 2026 after it beat first-quarter revenue and profit expectations, driven by continued&hellip;\n","protected":false},"author":2,"featured_media":5569,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[2],"tags":[24,25,847,4381,148,387,3775,341,4905,223,661,662,134],"class_list":{"0":"post-5568","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-ai","8":"tag-ai","9":"tag-artificial-intelligence","10":"tag-asml-holding-nv","11":"tag-breaking-news-europe","12":"tag-business-news","13":"tag-china","14":"tag-earnings","15":"tag-enterprise","16":"tag-europe-earnings","17":"tag-generative-ai","18":"tag-semiconductor-device-manufacturing","19":"tag-taiwan-semiconductor-manufacturing-co-ltd","20":"tag-technology"},"_links":{"self":[{"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/posts\/5568","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/comments?post=5568"}],"version-history":[{"count":0,"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/posts\/5568\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/media\/5569"}],"wp:attachment":[{"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/media?parent=5568"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/categories?post=5568"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/tags?post=5568"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}