ASML posts record sales and weighs a larger capacity expansion
The lithography supplier reported €11.7 billion in quarterly sales and said planned output may not meet customer demand.
By TomorrowNews · AI-assisted briefing · Briefing published 15 October 2026
AI-generated illustration — not a photograph of the event. Conceptual chipmaking machinery, not an ASML factory photograph or official equipment rendering. · TomorrowNews / AI-generated illustration
ASML reported third-quarter net income of €5.0 billion and a gross margin of 57.5%. Its full-year sales forecast is €44 billion to €45 billion.
The company said customers’ equipment forecasts, driven mainly by their AI investment expectations, exceed its planned supply for 2027 and 2028. It is investigating additional 2028 capacity beyond previously communicated expansion plans; that is not a completed increase.
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