The semiconductor equipment maker raised its outlook due to robust customer demand and improved supply chain efficiency.
ASML increased its 2026 net sales forecast to a range of €43 billion to €45 billion, citing continued strong momentum in customer demand. The company also plans a roughly 30% increase in Low-NA EUV capacity for 2027, driven by manufacturing and supply chain strength.
The revised outlook reflects higher-than-expected demand for semiconductor equipment, particularly in advanced lithography systems. ASML’s prior guidance and market consensus had not anticipated this upward adjustment, signaling confidence in long-term growth.
Management attributed the positive revision to operational improvements and sustained demand from key customers in the semiconductor industry.