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ASML raised its full-year outlook, signaling stronger equipment visibility. On July 15, 2026, ASML reported Q2 net sales of EUR 9.326 billion and net income of EUR 2.918 billion, while raising 2026 sales guidance to EUR 43-45 billion. Management said customer expansion commitments are improving visibility for 2027 and 2028 EUV and immersion DUV capacity.

ASML Raises Its 2026 Outlook: AI’s Next Bottleneck Is No Longer GPUs—It Is EUV Capacity
Jul 19
at
10:50 AM
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