ASML Sees AI Chip Demand Stretching Into 2030, Expects Capacity Shortages Through 2028

ASML reported record third-quarter net sales of €11.66 billion and net income of €4.96 billion. The company raised the lower end of its 2026 revenue guidance to €44 billion from €43 billion, while keeping the upper end at €45 billion. ASML also warned that its currently planned 2027–2028 capacity will fall short of customer demand, with AI chip demand expected to run through 2030. Fourth-quarter revenue guidance was set at €14.2 billion to €15.2 billion.