AI Demand Drives New Orders, ASML Raises 2026 Full-Year Revenue Outlook
ASML, the world's largest chip manufacturing equipment supplier, raised its 2026 full-year revenue outlook due to sustained AI demand. Its first-quarter earnings exceeded market expectations, with 2026 revenue projected to be between 36 billion and 40 billion euros. ASML provides critical EUV equipment to major companies like TSMC, Nvidia, and Apple, and its stock has risen 40% this year. The company plans to ship 60 EUV machines in 2026 and 80 in 2027.
📋 Article Processing Timeline
- 📰 Published: April 15, 2026 at 18:44
- 🔍 Collected: April 15, 2026 at 19:02 (18 min after Published)
- 🤖 AI Analyzed: April 15, 2026 at 20:11 (1h 9m after Collected)
Central News Agency
(Central News Agency, Amsterdam, 15th, comprehensive foreign report) ASML, the world's largest chip manufacturing equipment supplier, announced today that its first-quarter financial report exceeded market expectations and raised its 2026 revenue outlook, mainly due to the continuous demand for equipment driven by artificial intelligence (AI).
Reuters reported that ASML CEO Christophe Fouquet stated in a statement: "There is a shortage of chips. For this reason, our customers are accelerating their capacity expansion plans for 2026 and beyond... Our customers' short-term and medium-term expected demand for our products has increased."
ASML stated that its 2026 revenue will be between 36 billion and 40 billion euros (approximately NT$1.3412 trillion to NT$1.4902 trillion), higher than the previous estimate of 34 billion to 39 billion euros. According to data from the London Stock Exchange Group (LSEG), analysts' estimated revenue is 37.7 billion euros.
Investors regard ASML as a key "picks and shovels" concept stock in the AI wave, as the company provides critical equipment to chip manufacturers such as TSMC, which in turn produces processors for tech giants such as Nvidia and Apple.
With the acceleration of data center construction and the shortage of memory chips, both of which have boosted demand for ASML products, the company's stock price has risen by 40% this year.
Regarding market concerns about ASML's production capacity keeping up with demand, the company's CFO stated that ASML expects to ship 60 flagship low-NA extreme ultraviolet (EUV) machines in 2026, a 25% increase from 2025, and will have the capacity to ship 80 machines in 2027.
Headquartered in Veldhoven, the Netherlands, ASML is Europe's most valuable company and the only company in the world that produces these EUV machines. Each machine can cost up to US$300 million (approximately NT$9.5 billion) and is necessary for producing advanced chip microcircuits. (Compiler: Yang Chao-yen) 1150415
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(Central News Agency, Amsterdam, 15th, comprehensive foreign report) ASML, the world's largest chip manufacturing equipment supplier, announced today that its first-quarter financial report exceeded market expectations and raised its 2026 revenue outlook, mainly due to the continuous demand for equipment driven by artificial intelligence (AI).
Reuters reported that ASML CEO Christophe Fouquet stated in a statement: "There is a shortage of chips. For this reason, our customers are accelerating their capacity expansion plans for 2026 and beyond... Our customers' short-term and medium-term expected demand for our products has increased."
ASML stated that its 2026 revenue will be between 36 billion and 40 billion euros (approximately NT$1.3412 trillion to NT$1.4902 trillion), higher than the previous estimate of 34 billion to 39 billion euros. According to data from the London Stock Exchange Group (LSEG), analysts' estimated revenue is 37.7 billion euros.
Investors regard ASML as a key "picks and shovels" concept stock in the AI wave, as the company provides critical equipment to chip manufacturers such as TSMC, which in turn produces processors for tech giants such as Nvidia and Apple.
With the acceleration of data center construction and the shortage of memory chips, both of which have boosted demand for ASML products, the company's stock price has risen by 40% this year.
Regarding market concerns about ASML's production capacity keeping up with demand, the company's CFO stated that ASML expects to ship 60 flagship low-NA extreme ultraviolet (EUV) machines in 2026, a 25% increase from 2025, and will have the capacity to ship 80 machines in 2027.
Headquartered in Veldhoven, the Netherlands, ASML is Europe's most valuable company and the only company in the world that produces these EUV machines. Each machine can cost up to US$300 million (approximately NT$9.5 billion) and is necessary for producing advanced chip microcircuits. (Compiler: Yang Chao-yen) 1150415
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The text, images, and audio-visual content of this website may not be reproduced, publicly broadcast, publicly transmitted, or utilized without authorization.