ASML warns chipmaking tool capacity will fall short through 2028

ASML reported third-quarter 2026 sales of €11.7 billion and net income of €5 billion as AI investment drives demand for chipmaking equipment. The company is considering a larger capacity expansion for 2028, while some customers have expressed interest in placing orders for 2029 and 2030.

• ASML raised its 2026 sales guidance floor, according to The Next Web.

Covered by 10 publishers within 31 hours of the first report: 9 news reports and 1 analysis.

• The Globe and Mail: ASML expects demand to exceed capacity through 2028, raises sales outlook
• Latest 8:00 AM ET Tom's Hardware: ASML reports record $13 billion quarter, vows to expand capacity as demand for lithography equipment soars

Reporting9

CN CNBC ASML says it's getting order interest through 2030 as profit smashes expectations 4:45 AM

GAM The Globe and Mail ASML expects demand to exceed capacity through 2028, raises sales outlook · Nathan Vifflin and Toby Sterling 7:10 AM

QZ Quartz ASML's quarterly profit surged to €5 billion as customers seek orders through 2030 · Cris Tolomia 7:20 AM

SM Semafor ASML CEO confident AI demand will outstrip supply for years to come · Jeronimo Gonzalez 7:29 AM

TH Tom's Hardware Elon Musk's Terafab will reportedly receive its first EUV tool from ASML in mid-2027 · Anton Shilov 8:30 AM

AH Android Headlines ASML semiconductor tools will likely be in demand through 2030 · Justin Diaz 12:34 PM

BL Bloomberg ASML Struggles to Keep Up With High AI Demand 1:28 PM

DT DigiTimes ASML hints at new 'T'-titled customer for 2029-2030 as Musk's Terafab lines up EUV tools · DIGITIMES 10:09 PM

TS TechSpot ASML says it won't be able to make enough chipmaking machines to meet demand through 2028 · Skye Jacobs 11:24 AM

Analysis1

MBI MBI Deep Dives ASML 3Q’26: 2030 Arrived Four Years Early · MBI Deep Dives 11:05 AM

Related

TS ASML warns chipmaking tool demand will exceed capacity through 2028 October 14