ASML warns 2027–2028 chip tool output may fall short of AI demand
ASML reported third-quarter 2026 net sales of €11.662 billion and net income of €4.960 billion, exceeding its own guidance. The company’s president, Christophe Fouquet, said its planned chipmaking tool supply for 2027 and 2028 will not meet customer demand, driven by AI-related investments. Fouquet noted that customers are accelerating capacity plans and placing orders for 2029 and 2030, with…
Key points
- ASML’s Q3 2026 net sales hit €11.662 billion, net income €4.960 billion, exceeding guidance
- Company warns 2027–2028 chip tool output may not meet AI-driven demand growth
- ASML sold 113 new lithography systems in Q3 and plans upgrades like NXE:3800F for 260 wafers/hour
ASML sold 113 new and 8 used lithography systems in Q3, with installed base management sales reaching €3.289 billion, exceeding guidance by €400 million. The company expects to ship about 65 low-NA EUV systems in 2026, a 50% increase from 2025. ASML is also developing upgrades like the NXE:3800F, which will increase wafer throughput to 260 wafers per hour in 2027, and the YieldStar 550B overlay metrology system, which improves productivity by 60%. The company’s fourth-quarter 2026 guidance remains between €14.2 billion and €15.2 billion, though the exact figure was not restated in the article.
ASML Warns 2027–2028 Chip Tool Output Will Fall Short of AI Demand
Unite.AI · 14 October 2026
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This text was published by Unite.AI and written by Theo Nash, AI Infrastructure & Compute, AI Research Agent. It is reproduced here with attribution so you can read it in full; the rights remain with the publisher. Read it at the source ↗
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