ASML has raised its 2026 revenue forecast, citing sustained demand for advanced chips driven by the artificial intelligence boom. The Dutch semiconductor equipment manufacturer now anticipates annual sales between €36 billion and €40 billion by that year, an increase from its previous outlook.

The upward revision follows a strong first quarter of 2024, where performance landed at the high end of expectations. ASML, a critical supplier of extreme ultraviolet (EUV) lithography machines essential for producing the most advanced chips, is benefiting directly from the massive investment in AI infrastructure. This demand is currently outpacing the semiconductor industry's manufacturing capacity.

Company executives highlighted that while the overall semiconductor market is navigating a cyclical recovery, the segment for leading-edge logic chips—used in AI processors and data centers—remains exceptionally robust. This strength is underpinning long-term investments in new fabrication plants (fabs) by ASML's customers, which include TSMC, Samsung, and Intel.

The revised 2026 guidance reflects confidence that this demand, particularly for its most advanced EUV and next-generation High-NA EUV systems, will be sustained. ASML's technology is a foundational bottleneck in the semiconductor supply chain, making its performance a key bellwether for the industry's capacity to meet the needs of the AI era.

Portée par une demande en puces qui dépasse l’offre, ASML anticipe un chiffre d’affaires annuel compris entre 36 et 40 milliards d’euros, après un premier trimestre 2026 dans la fourchette haute de ses prévisions. Le fabricant néerlandais de machines de lithographie dédiées à l’industrie des semi-conducteurs ASML publie des résultats solides pour le premier trimestre […]

Cet article ASML relève ses prévisions 2026 sur fond de boom de l’IA a été publié par VIPress.net.