ASML raises full-year guidance for second time driven by sustained AI chip demand

ASML, the world's sole manufacturer of extreme ultraviolet lithography machines, raised its 2026 guidance for the second time this year. The Dutch semiconductor equipment maker now expects full-year sales between 43 and 45 billion euros with a gross margin between 54 and 56 percent, up from prior guidance of 36 to 40 billion euros and 51 to 53 percent margins. CEO Christophe Fouquet cited extremely strong order intake and customer commitments across its product portfolio, with plans to increase 2026 low-NA EUV and deep ultraviolet capacity by 30 percent.