{"id":729085,"date":"2026-04-15T06:28:13","date_gmt":"2026-04-15T06:28:13","guid":{"rendered":"https:\/\/www.europesays.com\/us\/729085\/"},"modified":"2026-04-15T06:28:13","modified_gmt":"2026-04-15T06:28:13","slug":"asml-raises-2026-guidance-as-ai-chip-demand-stays-strong","status":"publish","type":"post","link":"https:\/\/www.europesays.com\/us\/729085\/","title":{"rendered":"ASML raises 2026 guidance as AI chip demand stays strong"},"content":{"rendered":"

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

The company previously forecast<\/a> that its first-quarter sales would be between 8.2 billion euros ($9.7 billion) and 8.9 billion euros. <\/strong><\/p>\n

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

“The semiconductor industry’s growth outlook continues to solidify, driven by ongoing AI-related infrastructure investments,” ASML CEO Christophe Fouque said in a press release. <\/p>\n

“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.”<\/p>\n

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

One of its top customers, Taiwan Semiconductor Manufacturing Co<\/a>. (TSMC), last week reported record first-quarter revenue<\/a> as demand for AI chips continues to remain strong. <\/p>\n

Stock Chart IconStock chart icon\"hide<\/p>\n

ASML shares year-to-date.<\/p>\n

There is a continued shortage of memory chips which has driven prices of that component to unprecedented highs. Memory is key to AI systems and data centers. As a result, South Korean firms Samsung and SK Hynix are planning to ramp up production capacity, which will require ASML machinery.<\/p>\n

ASML said 51% of net sales of its new tools in the first quarter went toward memory, versus 30% in the previous quarter. Customers in South Korea accounted for 45% of sales, while those in Taiwan represented 23%. <\/p>\n

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 introduced a law<\/a> that would even ban ASML’s less-advanced machines for export to China. That law still needs to work its way through the U.S. legislative process. <\/p>\n

System sales to China fell to 19% of overall sales in the first quarter, compared to 36% in the December quarter. <\/p>\n

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…\n","protected":false},"author":3,"featured_media":729086,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":"","_share_on_mastodon":"0"},"categories":[21],"tags":[691,738,49186,24936,81,74,13656,3722,252627,304,64875,259091,149,158,67,132,68],"class_list":["post-729085","post","type-post","status-publish","format-standard","has-post-thumbnail","category-artificial-intelligence","tag-ai","tag-artificial-intelligence","tag-asml-holding-nv","tag-breaking-news-europe","tag-business-news","tag-china","tag-earnings","tag-enterprise","tag-europe-earnings","tag-generative-ai","tag-semiconductor-device-manufacturing","tag-spdr-sp-semiconductors","tag-taiwan-semiconductor-manufacturing-co-ltd","tag-technology","tag-united-states","tag-unitedstates","tag-us"],"share_on_mastodon":{"url":"https:\/\/pubeurope.com\/@us\/116407311265151304","error":""},"_links":{"self":[{"href":"https:\/\/www.europesays.com\/us\/wp-json\/wp\/v2\/posts\/729085","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.europesays.com\/us\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.europesays.com\/us\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/us\/wp-json\/wp\/v2\/users\/3"}],"replies":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/us\/wp-json\/wp\/v2\/comments?post=729085"}],"version-history":[{"count":0,"href":"https:\/\/www.europesays.com\/us\/wp-json\/wp\/v2\/posts\/729085\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/us\/wp-json\/wp\/v2\/media\/729086"}],"wp:attachment":[{"href":"https:\/\/www.europesays.com\/us\/wp-json\/wp\/v2\/media?parent=729085"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.europesays.com\/us\/wp-json\/wp\/v2\/categories?post=729085"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.europesays.com\/us\/wp-json\/wp\/v2\/tags?post=729085"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}